Healthcare Planning: The Overlooked Piece of Holistic Advice

In this episode, Rory sits down with Christine Simone, founder of Caribou Wealth (now part of Move Health), to explore why healthcare planning is the missing piece in holistic advice for CPAs and advisors. Christine shares her journey of building a platform that helps firms support clients with Medicare, marketplace coverage, and employer plans—areas that are often overlooked despite being one of the top expenses in retirement. Discover how to identify client red flags, keep track of key enrollment deadlines, and use strategies like premium tax credits to reduce costs. Learn why healthcare can act as a barrier to big life transitions, such as starting a business or retiring before 65, and how addressing it empowers clients to move forward with clarity and confidence. Christine also unpacks how firms can implement healthcare planning without becoming insurance experts by partnering with the right resources and leveraging technology. Want to know how healthcare planning can save clients thousands and strengthen trust? Want to know the key dates and life events when healthcare needs to be addressed? Find out the answers to these questions and more in this insightful conversation with Christine Simone.