Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice.

You’ll hear why you should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value.

In this episode, we dive into one of the most overlooked yet high-impact areas of financial planning: healthcare. Whether it’s navigating Medicare, estimating retirement healthcare costs, or helping clients avoid costly coverage gaps, this conversation unpacks the strategies advisors need to proactively guide their clients.

We cover:

Why healthcare planning matters more than ever
How to make Medicare a natural part of your retirement planning process
Tools that let you run healthcare cost projections in minutes
Real-world strategies for turning this topic into client engagement gold

If you've ever said, “I need some help in this category for my practice,” this is the episode you can’t afford to miss.

Links to resources:

The Key to Growth for Financial Firms: Healthcare Planning: https://tinyurl.com/6w28v2ak

Healthcare Planning 101: A Starter Guide for Financial Advisors: https://tinyurl.com/3kzzevv4

The Basics - Resources: https://tinyurl.com/jhnthy2y

Questions? Book a call here:

https://tinyurl.com/4t3e924b

GoBeElite.com

https://gobeelite.com/

184 Medicare Made Simple: The Growth Strategy Advisors Didn’t Know They Needed 29:15 Share

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

184 Medicare Made Simple: The Growth Strategy Advisors Didn’t Know They Needed