MONEY MATTERS with Christopher Hensley

In this episode, we dive into the world of FinTech and how it is shaping the investment and financial planning industry. Our guest shares insights on the best tech tools and investment approaches that are making a significant impact in the market. We also discuss the importance of staying up-to-date with the latest trends, such as AI, and how it can benefit both advisors and clients. Join us as we explore the future of technology in finance and the unique approach our guest's company is taking to support tech workers. Don't miss out on this informative and thought-provoking conversation!

Eric is a highly experienced professional in the tech industry, with a career spanning 18 and a half years at Amazon. Currently, he serves as the managing principal at Prospero Wealth, where he oversees investments and ensures an exceptional client experience. With 23 years of experience in the tech industry, Eric has established himself as a trusted advisor for tech workers and business owners, helping them navigate the complexities of investing. His credentials include his role as the managing principal at Prospero Wealth, his extensive experience at Amazon, and his dedication to assisting tech professionals in achieving their financial goals. Eric's ethos revolves around providing personalized and strategic investment solutions, tailored to the unique needs of his clients. Through his expertise and commitment to excellence, Eric has become a respected figure in the tech and finance

Direct download: Money_Matters_Episode_295.mp3
Category:Financial Literacy -- posted at: 6:25pm PDT

In this episode of Money Matters, host Chris Hensley interviews Christine Simone, the co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees. Christine shares her background in healthcare and discusses the importance of incorporating healthcare costs into retirement planning. 

The episode emphasizes the importance of healthcare planning in retirement and highlights the lack of incentives within the healthcare system to help individuals save money on healthcare costs. Caribou aims to provide clarity and confidence in healthcare decision-making by breaking down the incentive structure of the insurance industry and offering objective solutions. The episode also discusses the complexities and misconceptions surrounding Medicare, the healthcare gap between retirement and Medicare eligibility, and important considerations for advisors and retirees regarding healthcare options. The company has developed software that provides data-driven insights for advisory firms and has received funding for growth. The episode concludes with information on where to find more information about the speaker and their company's healthcare planning services.

[00:01:10] A forgotten area in planning.

[00:03:35] Americans' knowledge gap on insurance.

[00:07:25] Retiring early and healthcare.

[00:12:08] Tips for retirees' healthcare costs.

[00:16:30] Life events and reevaluating healthcare costs.

[00:17:20] Funding and growth trajectory.

[00:21:34] Health care planning success stories.

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Direct download: Money_Matters_Episode_294.mp3
Category:Financial Literacy -- posted at: 11:46am PDT