How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs

from Modern Financial Advisor · host finservMarketing

Drew Shockley, Co-Founder of Move Health joins Mike Langford to explore how financial advisors can help their clients tackle one of the biggest obstacles that many are likely going to face at some point in their life… Finding a health care plan that they can afford and that works within the framework of their overall life goals. Chapters 00:00 Introduction to Healthcare Challenges 02:45 The Role of Financial Advisors in Healthcare Planning 06:05 Understanding the Healthcare Landscape 08:52 Target Demographics for Healthcare Solutions 11:59 The Importance of Age 55-64 in Healthcare Planning 14:56 Myths About Health Insurance 18:12 The Impact of the Affordable Care Act 21:05 The Shift in Financial Advisory Services 24:10 The Modern Financial Advisor as a Quarterback 27:59 The Financial Playbook: Strategies for Retirement Planning 34:52 Navigating Healthcare: The Role of Financial Advisors 40:56 Unlocking Freedom: Transitioning Clients to Retirement 46:43 The Future of Healthcare: Insights on the Affordable Care Act

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This episode is 56 minutes long.

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This episode was published on March 6, 2025.

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