

Merging Healthcare and Financial Planning w/ Christine Simone
Nov 16, 2023
Christine Simone, CEO of Caribou Wealth, revolutionizes healthcare management for advisors. Only 14% of Americans understand healthcare insurance terms. Proactive planning for rising healthcare costs is essential. Integrating healthcare planning with financial advice is crucial. Simone emphasizes the importance of healthcare planning for the next generation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Exploring the Intersection of Healthcare and Finance
01:36 • 2min
Healthcare Planning and Open Enrollment
03:55 • 7min
Automated Reporting and Consolidation with Live Flow and Importance of Health Insurance Advice for Financial Advisors
10:29 • 4min
The Importance of Healthcare Planning for the Next Generation
14:03 • 22min
The Importance of Healthcare Planning
36:02 • 2min