EPISODE 24
Who do I talk to about Medicare?
Here’s your Medicare 101 lesson, including where to get questions answered and how early to plan ahead.
published: June 17, 2026
If most of your Medicare education comes from daytime TV ads, you’re missing some important details. Our Head of Insurance, Rob Bain, wants to change that. Because if retirement is within arm’s reach, you’ll need to make a lot of Medicare decisions soon.
In this episode of Money On Your Mind, host Michael Liersch talks with Rob about the different parts of Medicare and who can provide you with unbiased answers to your questions (like the difference between Medicare and Medicare Advantage), as well as the options available for retired federal employees and military servicemembers.
Michael and Rob also talk about a decision-making timeline for Medicare plans and how to avoid common pitfalls like HSA clawbacks and missed deadlines. Spoiler alert: We suggest planning ahead more than a couple months before retiring. Finally, Rob has a word of advice for those already enrolled in Medicare.
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Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.