NAPFA Nation Podcast
NAPFA Nation is a monthly podcast bringing you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession.
Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals.
In Episode #20 of NAPFA Nation, Christine Simone, founder and CEO of healthcare software company Caribou joins host Marie Swift to discuss the crucial role of healthcare in financial planning. They dive into how healthcare decisions, particularly around Medicare, impact financial strategies during key life transitions like retirement. Simone stresses the importance of early advisor-client conversations on Medicare and health plan options. The episode also introduces Caribou’s innovative healthcare planning software and previews a new resource, the Survival Guide for Open Enrollment, launching in November.
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2022 NAPFA Mindset Mastery Podcasts
NAPFA's podcast in 2022 focused on interviews bringing motivational insights and actionable advice to listeners. Guests include names from a "who's who list" of professionals including professionals from the RIA consulting space and respected fiduciary financial planners. These individuals exemplify accomplishing their goals while mastering their own mindset to help them better serve their clients.