CEO and CoFounder of IncomeConductor Sheryl O’Connor sits down with Josef Katz on his CoverRight podcast to discuss how Financial Advisors should be thinking about healthcare costs when building financial plans. During the conversation, they cover a variety of financial planning topics including: Sheryl’s point of view on financial planning and if there was one thing you could do to change the financial planning industry what would that be and why? What are 3-5 tips for advisors as they think about financial planning and healthcare? What should advisors do in relation to starting the Medicare/healthcare conversation?
Watch the full podcast below: