Financial Advisors Want to Know: Why Healthcare Planning Matters for Advisors - Ep 35 Cole Craven
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
Topics discussed in episode:
1. Open Enrollment Period and why it matters pre-65
2. Annual Enrollment Period and why it matters for Medicare beneficiaries.
3. How financial planning softwares miss BADLY on health insurance costs for early retirees
About Cole:
I have a deep passion for creating empowered and informed healthcare consumers through effective healthcare planning.
I cofounded Move Health after recognizing that financial advisors and their clients were under-resourced and uninformed when it came to healthcare planning despite healthcare being a top financial concern for Americans nearing retirement.
As managing partner, I work everyday with the Move Health team to further our mission of making health coverage simple & clear. I’m a lifelong Hoosier & love spending time outdoors with my growing family, playing music & making new friends (my wife says, I have the words, “TALK TO ME” tattooed on my forehead).
Connect with Cole:
movehealth.io
https://www.linkedin.com/in/cole-craven
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
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Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more:https://calendly.com/ctindall/podcast-getting-to-know-you
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