Rethinking Health Care Planning

On this episode of The Get Ready Money Podcast, I spoke with Drew Shockley, Co-Founder of Move Health, about how integrating health care planning into financial conversations can unlock new opportunities—including early retirement.

💡 Key Takeaways:

• Health care planning should be a core part of every financial plan.
• Unlock early retirement with health care planning. 
•  Understanding the Advanced Premium Tax Credit can dramatically reduce insurance premiums.
•  Move Health helps simplify an often overwhelming planning process/
•  How financial advisors can help their clients navigate health care insurance planning.
•  Why health care and health insurance are interconnected. 

Connect with Drew Shockley:

• LinkedIn (here)
• Move Health Website (here)

Bio: 

Drew Shockley, CMIP is the Co-Founder & Head of Development of Move Health. Born and raised in East Tennessee, I moved to Indiana for college and never left. I started my career in healthcare insurance in 2005 with one of the nation's largest carriers, Anthem Blue Cross Blue Shield. Over my 20 year career, I have trained thousands of agents how to work with clients in the health and medicare space and have been a founding member or investor of 3 successful start-ups in the healthcare market. I’ve been married for 19 years and am the father of two teenage boys. On the weekends you can find me on a golf course, at a sporting event (Go Vols!) or spending time with my family.