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محتوای ارائه شده توسط Christopher Hensley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Christopher Hensley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Money Matters 294- Simplifying Healthcare Planning for Retirees with Christine Simone

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محتوای ارائه شده توسط Christopher Hensley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Christopher Hensley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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 قسمت

Artwork
iconاشتراک گذاری
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 04, 2024 17:48 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 376973089 series 3033146
محتوای ارائه شده توسط Christopher Hensley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Christopher Hensley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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 قسمت

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