Dear Art of Money Adventurer,
One of my favorite things is finding and discovering advocates who work within the various specialities of the financial world. The layers of money work run deep, and I pride myself on finding folks who are not only experts in their field, but also really understand how truly emotional all things money are for most folks.
That means the advocates I find have to be super smart, incredibly kind, and have loads of understanding and experience working on the deeper psychological parts of their sphere of expertise.
Along with all the other Bookkeeper, Financial Coach, and Financial Planner experts I have interviewed as Guest Teachers inside the Art of Money program over the last 20 years, I’ve found great comfort in interviewing Michael Bovee, Debt Triage Advocate, Gerri Detweiler, Debt Advocate, Travis Hornsby, Student Loan Expert, and Susan Bradley, Sudden Money + Transitions Expert. These folks work within such niche subjects that profoundly impact our financial lives, and I’m honored to be able to share their voices and wisdom with you.
Today, I have the pleasure of introducing you to Wendy Allegaert, a Health Insurance Advocate who specializes in Medicare. She loves to study all things insurance, so you can ask her about Obama Care, the positives changes the Biden administration has already put into place or meet with her to brainstorm health insurance strategies.
Wendy has also been an Art of Money student since 2015 and has done her own courageously beautiful money work over the years. Our interview will start with her sharing some of her experiences with the Art of Money program and community — she is currently in two accountability groups — and what has positively changed in her own money journey over the years.
Then we dive into health insurance, ranging from health and money issues, to how to think about the future, and who qualifies for Medicare. Plus, some very practical, manageable steps you can personally take right now to empower your own health and money journey.
You can enjoy this interview right here:
Wendy Allegaert is a Licensed Health and Life Insurance Agent focused on helping people with Medicare coverage. Originally from Scarsdale, New York, she is a Barnard graduate who has spent most of her adult life working in the theatre. She moved to Oregon in 2012, obtained her health and life insurance license in 2013 and has focused on Medicare insurance ever since. She has been a professional actor, storyteller, event planner and Alexander Technique Teacher. In her spare time, she loves to read, cook, write, laugh and travel. She lives in NW Portland in a charming apartment with a charming man named Paul, along with Ebb and Flow, her two Maine-coon kittens.
email: [email protected]
website: www.oregonseniorhealthplans.com
**Licensed to sell in OR, WA and TX. Wendy has the ability to outsource and help people throughout the country, so no matter where people are, she’s happy to chat. Her services have no cost to the consumer. Talking to a broker costs nothing. Insurance companies pay Wendy to provide information, enrollment support, and ongoing customer care.
We hope you enjoy this interview and let us know what next steps you are taking.
With our dearest wishes,
P.S. Ready to go deeper with your relationship to money? Get the practical tools and holistic framework you need to guide your money journey — with the Art of Money on demand!
That means when you sign up, you get instant access to your first of 12 monthly modules to begin your year-long Art of Money cycle. Each module is full of practical teachings, inspiring exercises, and fantastic guest teacher interviews. Our private forum connects you with a global community led by alumni guides to provide ongoing love, wisdom and support along the way. Join monthly group coaching calls with Bari and accountability groups to keep you on track and engaged, and weekly love notes infuse your journey with gentle encouragement.
YES, you can bring a friend, too (and get a discount). Grab your adventure buddy and begin your money healing journey with the Art of Money today!
