Why a 23 Year Old Became a Trusted Medicare Advisor

Mackenzie from Premier Medicare Solutions shares the personal experiences that shaped her career helping people navigate Medicare.

In this conversation, she discusses:

• Starting her business at just 23 years old
• How honesty and transparency helped her earn trust
• The influence her grandparents had on her mission
• Why helping seniors is deeply personal
• What caregivers and families should know when seeking Medicare guidance
• Why treating people as individuals matters when making Medicare decisions

If you're approaching Medicare eligibility, helping a loved one, or simply want to learn more about working with a Medicare advisor, this conversation provides valuable insight into the person behind the advice.

#Medicare #MedicarePlanning #MedicareAdvisor #SeniorHealthcare #MedicareEnrollment #PremierMedicareSolutions #RetirementPlanning #HealthcareCoverage #CaregiverSupport #MedicareEducation

CHAPTERS

00:00 Introduction
00:30 Starting a Medicare Business at 23
01:32 Building Trust Through Honesty
01:43 How Family Shaped Her Mission
02:32 Why Seniors Need an Advocate
02:43 Why Her Father Chose Her as His Medicare Advisor
03:41 What Caregivers Need to Know
04:24 Being a Resource Through Every Medicare Question
04:43 Podcast Closing

Transcript

SPEAKER_01 0:10

Welcome back everybody. Uh Medicare can sometimes be confusing. It can feel complicated to navigate, which is why it really can be a huge relief to have someone like McKinsey from Premier Medicare Solutions on your side. McKinsey, we have had a lot of great conversations about Medicare over the last what year and a half?

SPEAKER_00 0:29

So it is possible.

SPEAKER_01 0:30

It is crazy. We're getting to know you a bit better today, though. Because this is such a great service you provide to our community. And over our conversations, one thing is very clear: you're doing this because you care uh about the folks in our community and helping them navigate this process. So you were 23 when you started this. What is it about this uh in you that made you want to get into this business and that made people trust you from the very beginning?

SPEAKER_00 0:53

Well, you know, I ask myself that all the qu all the time. But um, you know, when I started this, I was 23, turning 24, but um I was so nervous the fact that people would look down on me, not be able not want to listen to what I have to say because I am young and because I'm a woman. So um what I did is I I was very honest. If I didn't know something, I say I don't know, but let me find out. And so it's being able to admit that hey, I don't know everything, but then doing the research and finding out everything you can and following up that I think that that really um and the honesty really, really is what made people trust me.

SPEAKER_01 1:32

I think you're exactly right. That that uh vulnerability and that transparency I think is so important. Now your relationship with your grandparents were deeply personal. How did those relationships kind of help shape you as an advisor today?

SPEAKER_00 1:43

So, yes, I um I was very close to my grandparents. Um my maternal grandmother passed away when I was 20, my paternal grandfather passed away when I was 21, and then both my mother and my grandmother passed away when I was 28. And you know, when you when you get older in life, you start to take more of an interest in your grandparents. And I always had an interest in them and in their lives, but when I would go visit them and and see specifically other individuals that were living in their assisted living or or independent living, I saw you how alone people are. And you know, how the world kind of casts us off when we get to a certain age. And so so I wanted to be there uh and be able to help them um just be there for them in in a very vulnerable time of our life.

SPEAKER_01 2:32

Yeah, and you really need somebody at that point. Your your own dad, a financial advisor, um, chose you as his Medicare agent, and this has got to be, I mean, what does that say about the kind of care that you give as an advisor?

SPEAKER_00 2:43

Well, one that I'm an amazing daughter, but um but my my father is an amazing daughter. Right, and my dad will actually be on next month to talk about that. But he's a financial advisor. I'm so excited! Yeah, and he has a Series 65 which gives him fiduciary status. Now, when I help people with Medicare, uh, because it is a protected population, 65 plus, I am also a fiduciary. And so, and I honestly, funny enough, I have more compliance rules and regulations that I have to follow than he does. But um, one, it means a lot that he is a financial advisor and works on risk management for people and his clients, and um the fact that he trusts me with his, uh, it means a lot. It means a lot professionally and uh and of course as a daughter.

SPEAKER_01 3:27

It certainly does. It's a great testimonial, yeah. As a professional, but also as a loved one. Yes. Now, for somebody out there who is uh who is watching right now, maybe a caregiver or maybe a woman who's handling this alone, uh what do you want them to know about you?

SPEAKER_00 3:41

I want you to know that I care. Um and a lot of that does come from my mother. She worked for the city of Austin and helped in the Parks and Right Department, and she helped uh develop an ADA accessibility program. That's amazing. So sh yes, so she had a passion for and believed that everyone should be able to access those green spaces, and I take that in with me. Everybody should have access to um competent advice with with insurance and so I take that a lot.

SPEAKER_01 4:07

Yeah, absolutely.

SPEAKER_00 4:08

And view uh each person as a person, not just a dollar sign.

SPEAKER_01 4:13

Yeah, and with an individual set of circumstances and there should be, you know, you shouldn't be leaving care on the table. And sometimes as complicated as it is, people probably are. So having you to guide them through that.

SPEAKER_00 4:24

Yeah, and that's what I'm here for. I'm not um here for those hard conversations, for the easy ones, for the big problems, little problems, anything in between. So just as a a soundboard.

SPEAKER_01 4:34

I love that. That is amazing. McKenzie, thank you. It's been great to know uh to get to know you over the past uh year and a half, but this has been a really great peek into what you do for folks.

SPEAKER_00 4:43

Thanks for listening to another episode of the Medicare Matters podcast with McKenzie. Please make sure to subscribe wherever you get your podcast so you don't miss an episode. Please also leave a review as that helps me reach more people that can benefit from this podcast content. If you have questions or topics that you want me to cover for a future episode, please email them to McKenzie at premiermedicarecons.com.