Navigating health insurance and Medicare can be overwhelming, but you don’t have to do it alone. In this episode, Travis Maus (CEO of S.E.E.D. Planning Group) sits down with Cole Craven, founder and Head of Growth at Move Health, to break down how financial advisors and their clients can confidently tackle healthcare decisions. 

Discover how Move Health’s team-based approach and partnership with forward-thinking advisors brings clarity, peace of mind, and real solutions to one of the most confusing parts of financial planning. Learn how advisors can move from reactive to proactive, ensuring clients get the support they need, whether planning for retirement, switching careers, or simply seeking better coverage. 

Cole shares insights on Move Health’s transparent process, the value of working with a dedicated team of health plan advisors, and why objective, education-focused guidance matters. The episode also covers industry compensation, the importance of holistic planning, and practical tips for understanding your own health coverage. 

If you’re ready to take healthcare off your worry list and empower yourself with practical knowledge, this conversation is for you. 

Key Takeaways: 

• How financial advisors can confidently guide clients through healthcare decisions 
• The Move Health workflow and what clients can expect 
• Why team-based advice beats going it alone 
• How Move Health is compensated and why transparency matters 
• Actionable tips for understanding your health insurance and Medicare options 

Call to Action: 

Educate yourself, read your summary of benefits, and make sure you’re working with someone you trust. If your advisor isn’t helping with healthcare planning, it’s time to ask for more, or find someone who will. 

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

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About Your Host:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.