The Medicare Maze: How to Navigate It Without Getting Lost
Make the right Medicare decisions.
Medicare is one of the most important and misunderstood decisions you’ll make as you approach retirement.
The rules are complex. The timelines are unforgiving. And the wrong choice can lead to higher costs, gaps in coverage, or penalties that are difficult to reverse.
Join Sarah Baker, CFP® from Mason Investment Advisory Services and nationally recognized Medicare expert Margo Steinlage Kreider, J.D. from Steinlage Insurance Agency for a practical, no-nonsense webinar designed to help you make smarter, more confident Medicare decisions.
Who Should Attend
This webinar is designed for individuals who are:
- Approaching age 65
- Planning to retire in the next 1–3 years
- Navigating Medicare for a parent, spouse, or loved one
- Unsure how Medicare fits into their broader retirement plan
- Looking to avoid common (and costly) Medicare mistakes
What You’ll Learn
We’ll walk through the key decisions that matter—clearly and simply:
- How Medicare works (and what it actually covers)
- When to enroll and how to avoid costly timing mistakes
- The difference between Medicare Advantage vs. Supplement plans
- What Medicare really costs (including premiums, deductibles, and IRMAA)
- How Medicare decisions impact your retirement income and financial plan
- What to consider if you’re still working, retiring early, or comparing COBRA vs. ACA
Why This Matters
Many people assume Medicare is straightforward, until they realize:
- Enrollment mistakes can lead to permanent penalties
- Plan decisions can limit your future flexibility
- Healthcare choices are directly tied to your taxes, income, and long-term plan
The truth is, Medicare isn’t just a healthcare decision—it’s a financial decision.
What You’ll Walk Away With
By the end of this session, you’ll have:
- A clear understanding of your Medicare options and timeline
- The ability to compare plans with confidence
- Awareness of the most common (and costly) mistakes to avoid
- A better understanding of how Medicare fits into your overall retirement strategy
Meet Your Speakers
Margo Steinlage Kreider, J.D. President & Owner, Steinlage Insurance Agency
A nationally recognized Medicare and ACA expert with over 15 years of experience helping individuals and advisors navigate complex healthcare decisions.
Sarah Baker, CFP® Senior Financial Planner, Mason Investment Advisory Services Specializes in helping clients align healthcare decisions with long-term financial planning and retirement goals.
About Steinlage Insurance Agency
Steinlage Insurance Agency is a nationally recognized, family-owned firm specializing in Medicare and ACA planning. With decades of experience, the firm provides unbiased guidance across top-tier insurance carriers, helping individuals and families navigate complex healthcare decisions with clarity and confidence. Known for its high-touch, education-first approach, Steinlage partners with clients, advisors, and families to deliver thoughtful, coordinated strategies before, during, and after enrollment.
About Mason
Mason is an independently owned boutique investment advisory firm that has been committed to delivering straightforward, independent, and personalized financial planning advice and quality investment management solutions to leading institutions and high-net-worth individuals and families for more than 40 years.
Reserve Your Spot
Don’t wait until you’re up against a deadline to figure this out.
Join us and get the clarity you need to make the right Medicare decisions before they matter most.
