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תוכן מסופק על ידי Christopher Hensley. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Christopher Hensley או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Money Matters 294- Simplifying Healthcare Planning for Retirees with Christine Simone

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Manage episode 376973089 series 3033146
תוכן מסופק על ידי Christopher Hensley. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Christopher Hensley או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

In this episode of Money Matters, host Chris Hensley interviews Christine Simone, the co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees. Christine shares her background in healthcare and discusses the importance of incorporating healthcare costs into retirement planning.

The episode emphasizes the importance of healthcare planning in retirement and highlights the lack of incentives within the healthcare system to help individuals save money on healthcare costs. Caribou aims to provide clarity and confidence in healthcare decision-making by breaking down the incentive structure of the insurance industry and offering objective solutions. The episode also discusses the complexities and misconceptions surrounding Medicare, the healthcare gap between retirement and Medicare eligibility, and important considerations for advisors and retirees regarding healthcare options. The company has developed software that provides data-driven insights for advisory firms and has received funding for growth. The episode concludes with information on where to find more information about the speaker and their company's healthcare planning services.

[00:01:10] A forgotten area in planning.

[00:03:35] Americans' knowledge gap on insurance.

[00:07:25] Retiring early and healthcare.

[00:12:08] Tips for retirees' healthcare costs.

[00:16:30] Life events and reevaluating healthcare costs.

[00:17:20] Funding and growth trajectory.

[00:21:34] Health care planning success stories.

To find out more visit:

www.caribouwealth.com

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

  continue reading

325 פרקים

Artwork
iconשתפו
 
Manage episode 376973089 series 3033146
תוכן מסופק על ידי Christopher Hensley. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Christopher Hensley או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

In this episode of Money Matters, host Chris Hensley interviews Christine Simone, the co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees. Christine shares her background in healthcare and discusses the importance of incorporating healthcare costs into retirement planning.

The episode emphasizes the importance of healthcare planning in retirement and highlights the lack of incentives within the healthcare system to help individuals save money on healthcare costs. Caribou aims to provide clarity and confidence in healthcare decision-making by breaking down the incentive structure of the insurance industry and offering objective solutions. The episode also discusses the complexities and misconceptions surrounding Medicare, the healthcare gap between retirement and Medicare eligibility, and important considerations for advisors and retirees regarding healthcare options. The company has developed software that provides data-driven insights for advisory firms and has received funding for growth. The episode concludes with information on where to find more information about the speaker and their company's healthcare planning services.

[00:01:10] A forgotten area in planning.

[00:03:35] Americans' knowledge gap on insurance.

[00:07:25] Retiring early and healthcare.

[00:12:08] Tips for retirees' healthcare costs.

[00:16:30] Life events and reevaluating healthcare costs.

[00:17:20] Funding and growth trajectory.

[00:21:34] Health care planning success stories.

To find out more visit:

www.caribouwealth.com

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

  continue reading

325 פרקים

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