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:
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.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
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