Automated Reporting and Consolidation with Live Flow and Importance of Health Insurance Advice for Financial Advisors

In this episode, Rory Henry and guest co-host Julie Johnson introduce Christine Simone, CEO of Caribou Wealth, whose innovative platform is revolutionizing how advisors manage healthcare costs for their clients. Discover the critical intersection of healthcare and financial planning and learn how to make a significant impact in an area of growing concern for Americans: the rising costs of healthcare. Uncover why only 14% of Americans can accurately define basic healthcare insurance terms, underscoring the urgent need for improved healthcare financial literacy. Gain insights from Christine on the importance of proactive planning, especially as she highlights that the average retirement age in most states is between 61 to 63, earlier than Medicare eligibility. Are you prepared to integrate essential healthcare planning into your financial advice? Are you interested in supporting more female tech founders in the venture capital world? Get the answers to these questions and more in this enlightening Healthcare Planning episode with fintech innovator Christine Simone!