As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes.  <ul>
<li>
MORE <a href="https://cpatrendlines.com/author/rory-henrycpatrendlines-com/">Rory Henry and The Holistic Guide to Wealth Management</a>
</li>
<li>
BUY the <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/">Holistic Guide to Wealth Management</a>
</li>
</ul>Christine Simone, partner at Move Health and contributor to <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/">Holistic Guide to Wealth Management</a>, believes health care planning should be part of every advisor’s toolkit. Research shows that <a href="https://www.advisorpedia.com/research/expectations-investors-and-advisors-have-differ/">two-thirds (65%) of clients</a>would like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.

As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Christine Simone, partner at Move Health and contributor to Holistic Guide to Wealth Management, believes health care planning should be part of every advisor’s toolkit. Research shows that two-thirds (65%) of clientswould like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.

As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes.&nbsp; <ul>
<li>
MORE <a href="https://cpatrendlines.com/author/rory-henrycpatrendlines-com/" rel="noopener noreferrer">Rory Henry and The Holistic Guide to Wealth Management</a>
</li>
<li>
BUY the <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/" rel="noopener noreferrer">Holistic Guide to Wealth Management</a>
</li>
</ul>Christine Simone, partner at Move Health and contributor to <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/" rel="noopener noreferrer">Holistic Guide to Wealth Management</a>, believes health care planning should be part of every advisor’s toolkit. Research shows that <a href="https://www.advisorpedia.com/research/expectations-investors-and-advisors-have-differ/" rel="noopener noreferrer">two-thirds (65%) of clients</a>would like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.&nbsp;

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.  We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.  We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.  Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

News

Business News

Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/" rel="noopener noreferrer">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.&nbsp; We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.&nbsp; We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.&nbsp; Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.&nbsp;

Share Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

Sign up to save your podcasts

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management

More shows like CPA Trendlines Podcasts

WSJ What’s News

HBR IdeaCast

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Accounting Today Podcast

Talking Tax

The Accounting Podcast

Accounting Voices Podcast

Business Strategy for CPA's

At The Table with Patrick Lencioni

Future Firm Accounting Podcast

The Unique CPA

The Working Genius Podcast with Patrick Lencioni

Earmark Podcast | Earn Free Accounting CPE

Jason On Firms Podcast

Digital CPA by CPA.com