Tootsie Tuesdays

Is Your Medicare Specialist on the Calendar Yet?

Is Your Medicare Specialist on the Calendar Yet? - Tootsie Tuesdays

Fall Isn’t Just Pumpkin-Spice Season — It’s Medicare Season Too

Every fall, as the air cools (even just a little in Florida!) and calendars fill with family plans, there’s one important date that often gets overlooked — Medicare’s Annual Enrollment Period (AEP). This is the time of year when retirees and those approaching 65 have a window to review, adjust, or change their Medicare coverage for the coming year.

For many retirees, healthcare is one of the biggest retirement expenses. Having the wrong plan — or not reviewing your options — can mean paying more out-of-pocket for prescriptions, losing access to preferred doctors, or missing valuable benefits.

That’s why Tootsie’s first Tuesday tip is a timely one: before you get lost in fall festivities, put “Call a Medicare Specialist” on your calendar. Read More

Tootsie Tuesday Starts Nov. 4—Stay Tuned!

Get Ready!

🦴 A Message from Tootsie 🦴

Hi there, humans! 🐾

It’s me—Tootsie, your favorite English Bulldog and unofficial Chief Retirement Sniffer-Outer. I may not chase squirrels (too exhausting), but I do chase down the truth about retirement—and starting Tuesday, November 4th, I’ll be leading a brand-new weekly series called Tootsie Tuesday!

Each Tuesday, I’ll be dishing out easy-to-digest tips on how to create retirement income you can’t outlive, avoid costly mistakes, and live your golden years with confidence (and maybe a few belly rubs).

But we’re not waiting to warm up—we’re jumping right into the good stuff.

🩺 First Up:

Medicare & Open Enrollment: What You Need to Know Before It’s Too Late

Yep, we’re starting strong. The very first Tootsie Tuesday will cover the 2026 Medicare Open Enrollment period—what it is, why it matters, and how to avoid confusion or delays when choosing your coverage. It’s one of the most important planning windows of the year, and I’ll help you sniff out the best options without any sales pressure or runaround.

So what’s coming up? Oh, just some tail-wagging topics like:

  • How to turn your savings into a paycheck that never stops
  • What annuities can (and can’t) do for your future
  • Why market crashes are bad for your wallet and your blood pressure

And how to protect your humans—err, yourself—from outliving your savings

I’ll be breaking down big financial concepts into bite-sized treats you can actually use, with zero fluff and lots of snorts of encouragement.

🐶 Here’s what you can expect every week:

✅ Real-life retirement strategies that work
✅ A focus on guaranteed income you can count on
✅ Clear, no-nonsense advice (with a side of tail wags)
✅ And a signature Tootsie’s Takeaway each week—because I never leave you without something to chew on.

So grab your planner (or just set an alert), because Tuesday, November 4th is when it all begins.

We’ll talk Medicare. We’ll talk income planning. We’ll talk about how to stop worrying and start enjoying the retirement you’ve worked so hard for.

Until then, remember: Don’t chase the markets. Stick with me—Tootsie. I’ll lead you to a retirement that’s as safe, secure, and satisfying as a fresh bowl of chicken kibble. 🐾💰

Tootsie, out.
Official Mascot of Safe Retirement Wisdom
🦴🐾💼

Next Steps to Consider

  • Start a Conversation About Your Retirement What-Ifs

    retirement planning services next steps

    Start a Conversation About Your Retirement What-Ifs

    Already working with someone or thinking about getting help? Ask us about what is on your mind. Learn More

  • What Independent Guidance
    Does for You

    independent vs captive advice

    What Independent Guidance
    Does for You

    See how the crucial differences between independent and captive financial professionals add up. Learn More

  • Stories from Others
    Just Like You

    safe money working with us

    Stories from Others
    Just Like You

    Hear from others who had financial challenges, were looking for answers, and how we helped them find solutions. Learn More

Proud Member