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Ep 35: Why Healthcare Planning Matters for Advisors
Ep 35: Why Healthcare Planning Matters for Advisors
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, we’re joined by Cole Craven, Managing Partner at Move Health, to discuss the critical role healthcare planning plays in financial advising. Advisors often overlook healthcare costs in retirement, leading to significant financial blind spots for clients. Cole shares strategies to empower advisors with better healthcare planning insights.
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Episode 35: Why Healthcare Planning Matters for Advisors
Ep 35 | Guest: Cole Craven
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, we’re joined by Cole Craven, Managing Partner at Move Health, to discuss the critical role healthcare planning plays in financial advising. Advisors often overlook healthcare costs in retirement, leading to significant financial blind spots for clients. Cole shares strategies to empower advisors with better healthcare planning insights.
Key Takeaways
✅ Open Enrollment Period – Why it matters for clients under 65 and how to help them navigate their options.
✅ Annual Enrollment Period – Understanding its impact on Medicare beneficiaries and financial planning.
✅ Financial Planning Software Gaps – How most tools dramatically underestimate health insurance costs for early retirees.
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