The Fintech Focus podcast is taking another look at the changing world of financial planning this week, and how technology is redefining the way advisors work with their clients.
It’s no secret that healthcare costs are a huge burden on American families—multiple studies say medical costs are the number one cause of personal bankruptcies. This week’s episode features an interview with an entrepreneur that asked how financial advisors could help families plan for medical costs.
That’s the thesis of Genevity, the fintech startup that’s working with financial advisors to help their clients plan for long-term and even generational costs of medical complications like hereditary diseases and elder care.
Listen to our interview with Genevity CEO Heather Holmes here.