Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

18:54
 
Share
 

Manage episode 506476999 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

Christine Simone, partner at Move Health and contributor to Holistic Guide to Wealth Management, believes health care planning should be part of every advisor’s toolkit. Research shows that two-thirds (65%) of clientswould like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.
  continue reading

502 episodes

Artwork
iconShare
 
Manage episode 506476999 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

Christine Simone, partner at Move Health and contributor to Holistic Guide to Wealth Management, believes health care planning should be part of every advisor’s toolkit. Research shows that two-thirds (65%) of clientswould like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.
  continue reading

502 episodes

Toate episoadele

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play