Carolyn McClanahan, who is both a medical doctor and a CFP professional, specializes in the intersection of health and money.
She joins the show to chat about leveraging this opportunity to introduce or expand conversations with clients around health and estate planning, reviewing insurance coverage and how her approach to projecting life expectancy has evolved through the years.
Carolyn also cuts through the mixed messages and misinformation surrounding COVID-19 and reminds us that science takes time and that science is messy.
Links, show notes and timestamps at https://innovatingadvice.com/post/episode51.)
Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020) Tickets: R500, US$30, £23, AU$42.