Demystifying Medicare for Retirees

Aging and healthcare are two topics that go hand-in-hand, and which can be confusing to navigate. In this webinar, JMA’s Cole Leonida joins David and Carol Beth Stewart of Black Bear Insurance to unpack the complexities of Medicare and the role it plays in retirement planning.

Drawing on years of expertise serving clients across the Southwest, David and Carol Beth walk through key decisions like when to enroll, how to avoid costly penalties, and the pros and cons of Medicare Advantage versus Supplement plans. They also explain the “alphabet soup” of Medicare Parts A, B, C, and D, share pitfalls to avoid, and highlight the value of having a trusted broker in your corner.

Watch the full conversation below, or view on YouTube and be sure to subscribe for future webinars and financial insights.