Month: October 2026
Medicare Decisions That Need a Second Look with Sandra Juetten (Ep. 19)

Medicare Decisions That Need a Second Look with Sandra Juetten (Ep. 19)

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Medicare can feel difficult to sort through when plan options, provider networks, prescriptions, costs, and enrollment rules can all affect your decision.

How can you understand what fits your situation without assuming the plan that worked last year will still work next year?

In this episode of Zombie Advisor, James Knapp speaks with Sandra Juetten, Director of Individual & Medicare Business at Schatz Benefits Group, about making Medicare decisions with more clarity. Sandra explains Medicare Parts A and B, Medicare Advantage and Medigap options, provider networks, prescription coverage, annual plan reviews, enrollment periods, and why personal circumstances should guide plan selection. 

Sandra discusses:

  • How Medicare enrollment begins with deciding whether to enroll in Parts A and B or defer coverage
  • Why prescriptions, doctors, specialists, and travel habits can influence Medicare plan selection
  • How provider networks and drug formularies can create meaningful differences between insurance plans
  • Why Medicare coverage should be reviewed annually as carriers, costs, benefits, and health needs change
  • How proactive communication can help clients respond when a doctor or major facility leaves a network
  • And more!

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Connect with Sandra Juetten:

About Our Guest:

Sandra Juetten is the Director of Individual & Medicare Business at Schatz Benefits Group, where she helps individuals and families better understand their health insurance and Medicare options. With more than a decade of experience in the insurance field, Sandra focuses on making complicated terminology easier to understand and helping clients compare coverage based on factors such as doctors, prescriptions, provider networks, travel, and healthcare needs. Her approach is highly personal and service-focused, with an emphasis on staying in touch with clients as plans, costs, and coverage options change from year to year.

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Reducing Friction in Financial Planning with Sam Johnson, CFP® (Ep. 18)

Reducing Friction in Financial Planning with Sam Johnson, CFP® (Ep. 18)

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A financial plan can look thoughtful on paper, but what happens when you’re left trying to coordinate the paperwork, professionals, and follow-up yourself? The value of planning often depends on what happens after the recommendations are presented.

In this episode of Zombie Advisor, James Knapp speaks with Sam Johnson, CFP®, Senior Integrated Wealth Manager at Boyum Wealth Architects, about reducing friction throughout financial planning. Sam explains why execution can separate a useful plan from one that stalls, how technology and CRM systems make information easier to find and share, and how coordination with CPAs can simplify client decisions. They also explore second-home decisions, unresponsive professionals, and how technology may give advisors more time to spend directly with clients. 

Sam discusses:

  • Why following through on financial planning recommendations can be as important as creating the strategy
  • How removing small points of friction can make financial planning easier for clients and advisory teams
  • How CRM technology helps teams find client data, prepare for meetings, and coordinate ongoing processes
  • Why connected financial and tax professionals can reduce the need for clients to repeatedly share information
  • How technology could reduce administrative work and give financial advisors more time directly with clients
  • And more!

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Connect with Sam Johnson:

About Our Guest:

Sam Johnson, CFP®, is an Integrated Wealth Manager at Boyum Wealth Architects. With nearly a decade of experience in the financial services industry, Sam brings a process-focused approach to financial planning, with an emphasis on execution, client service, and reducing unnecessary friction. He uses technology and collaborative planning to help organize information, coordinate with other professionals, and keep financial decisions moving forward. Sam is also focused on continually expanding his knowledge, particularly in areas such as tax planning, so he can spend more time helping clients work through the decisions that affect their financial lives.

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