Episode description:
Navigating Medicare and planning for retirement can be daunting—especially when the information you receive isn’t always clear. This week on 45 Forward, host Ron Roel talks with Joe Battaglia, CEO of Senior Services of North America, about how to build financial confidence and stability in your later years using a practical “three-legged stool” approach: Social Security, Medicare, and wealth planning. Joe shares insights from nearly two decades in the insurance field, helping everyday people make informed choices and mentoring agents to deliver real value. As we enter Medicare’s Open Enrollment season, Joe offers timely advice on what to watch for in 2026, how to avoid costly mistakes, and how to ensure that your healthcare and financial strategies work together for long-term peace of mind.
About the Guest:
Joseph “Joe” Battaglia, Sr. is the CEO of Senior Services of North America (SSNA) and a Managing Partner at Integrity Marketing Group, one of the nation’s leading insurance marketing organizations. Joe began his journey into Medicare and insurance after receiving a simple postcard—and turned that moment into a lifelong mission to help others. Over the past two decades, he has built one of the largest insurance organizations in the Northeast, mentoring and training countless agents across the country. Known for his hands-on leadership and integrity, Joe has become a trusted speaker and advocate for educating seniors about financial security and retirement planning. He lives on Long Island, New York, where he works alongside his wife and two children in the SSNA organization.
Contact: jbatts169@aol.com
LinkedIn: https://www.linkedin.com/in/jbcfis/
Website: https://ssnaopportunity.com/
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