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Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management
Manage episode 506476999 series 2907093
As your client's trusted advisor, can you afford not to include it?
By Rory Henry CFP®, BFA™
For CPA Trendlines
“The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes.
- MORE Rory Henry and The Holistic Guide to Wealth Management
- BUY the Holistic Guide to Wealth Management
502 episodes
Manage episode 506476999 series 2907093
As your client's trusted advisor, can you afford not to include it?
By Rory Henry CFP®, BFA™
For CPA Trendlines
“The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes.
- MORE Rory Henry and The Holistic Guide to Wealth Management
- BUY the Holistic Guide to Wealth Management
502 episodes
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