Medicare Planning for High-Net-Worth Retirees: Common Mistakes to Avoid

A Savant Wealth Management webinar pairs a financial advisor, Joel Cundick, with Margo Steinlage Kreider, president of Steinlage Insurance, to walk through how Medicare fits into retirement planning for high-net-worth households. The session covers Medicare rules for people who are employed, self-employed or already retired, recent changes to enrollment regulations and timelines, and upcoming Medicare changes under the One Big Beautiful Bill Act (OBBBA). It also addresses coordinating retirement and healthcare decisions and offers an outlook on Medicare Supplement plans and premiums.

1. The webinar covers Medicare rules for those who are employed, self-employed or already retired.
2. It addresses recent changes to Medicare enrollment regulations and timelines.
3. Upcoming Medicare changes under the One Big Beautiful Bill Act (OBBBA) are on the agenda.
4. The presenters discuss coordinating retirement and healthcare decisions and give an outlook on Medicare Supplement plans and premiums.