Merging Healthcare and Financial Planning w/ Christine Simone
AFO|Wealth Management Forward

Merging Healthcare and Financial Planning w/ Christine Simone

2023-11-16
In this episode, Rory Henry and guest co-host Julie Johnson introduce Christine Simone, CEO of Caribou Wealth, whose innovative platform is revolutionizing how advisors manage healthcare costs for their clients. Discover the critical intersection of healthcare and financial planning and learn how to make a significant impact in an area of growing concern for Americans: the rising costs of healthcare. Uncover why only 14% of Americans can accurately define basic healthcare insurance terms,...
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