In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health savings accounts, premium tax credits and Medicare. They also discuss tools (like Caribou) that can help simplify the process Advisors work with their clients on this very prevalent topic. https://zurl.co/eonh
