Avoiding Medicare Mistakes in Retirement (2025)
Planning for retirement comes with many important decisions, and navigating Medicare can often feel like one of the most stressful – but it doesn’t have to be. That’s where we come in. One of the ways we seek to support our Clients is by offering resources and guidance to simplify the Medicare process so you can feel confident in your choices.
Yeske Buie was delighted to be joined once more by Margo Steinlage Kreider for a live webinar on how to avoid Medicare mistakes in retirement.
With over 15+ years of health insurance industry experience, complemented with a law degree from St. Louis University School of Law, Margo Steinlage Kreider has become a nationally recognized Medicare Expert presenting to professional organizations like FPA (Tampa Bay, St. Louis, and DC National Chapters) and SHRM, prominent RIAs, and many more.
Margo is a trusted resource for thousands of clients and works with advisors, HR Leaders, accountants and estate planners across the country to integrate Medicare education and planning into their retirement discussions.
Check out the webinar recording below to feel more confident about…
- Enrollment and Timing: Medicare enrollment regulations and updated enrollment timelines
- Company Size Stipulations: Medicare Secondary Payor rules in detail for those working with large employers, small employers, and solo practitioners
- Eligibility: Variables to consider when approaching Medicare eligibility, such as Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, COBRA/Medicare rules
- Creditable Coverage Access: Potential issues due to IRA for those working past 65
All resources referenced in the presentation including the slides and previous presentation links are available below the video. And if you’d like to continue the conversation or get more personalized guidance, please don’t hesitate to get in touch!