Navigating Medicare with Confidence:

Insights from Leigh Bennett and Catherine White

Kelly Bowman sits down with Leigh Bennett and Catherine White of IMA’s Medicare Advisory Services team to make Medicare feel less intimidating and more manageable. Leigh and Catherine explain the different parts of Medicare, including Parts A, B, C, and D, and walk through the major decisions individuals face when approaching age 65 or transitioning later at retirement.

They discuss common misconceptions around Social Security, employer coverage, COBRA, HSAs, Medicare supplements, Medicare Advantage plans, and late enrollment penalties. They also explain why timing matters, how Medicare coordinates with employer-sponsored coverage, and why COBRA can create a false sense of security for Medicare-eligible individuals. Whether you are approaching Medicare yourself, helping a parent or spouse through the process, or supporting employees preparing for retirement, this episode offers practical guidance, reassurance, and a clearer path forward.

Listen to this episode below.