Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14) скачать в хорошем качестве

Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)

Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP of Sales at Lumiant, to explore the game-changing connection between health and wealth. Drawing from their expertise, Heather and Nicola unveil Halo, a revolutionary tool that personalizes long-term care and longevity planning by analyzing lifestyle, family history, and location. Tune in to hear Heather’s powerful story of how her father’s struggles inspired her to develop Halo and learn how Nicola helps families make informed, confident decisions about their future. Together, they share actionable strategies to integrate health insights into financial planning, empowering you to live well today while preparing for life’s later stages. (Whether you’re planning for retirement, caregiving for loved ones, or seeking clarity on long-term care, this episode equips you to take proactive, life-changing steps!) Key Highlights: The Halo Mission and its Benefits: How Lumiant connects health and wealth to improve longevity and financial outcomes Customized Planning: Insights on your active, slower, and extended care years with tailored cost projections Health Meets Wealth: Learn how financial advisors integrate wellness coaching for a truly holistic approach Plan Early: Discover why ages 40-70 are ideal for long-term care planning Impactful Conversations: See how Halo’s tools foster client trust and shift the focus from transactions to solutions And much more! Resources: Halo by Lumiant Connect with Mike Milligan, CFP®: Ideas by Mike™ LinkedIn: Mike Milligan, CFP® Facebook: Ideas by Mike™ Instagram: @ideasbymike YouTube: Ideas by Mike™ 757-909-7151 mike@mikemilligancfp.com Connect with Heather Holmes: LinkedIn: Heather Holmes Lumiant Connect with Nicola Perry: LinkedIn: Nicola Perry nicola@lumiant.io Lumiant About Heather Holmes: Heather Holmes is the visionary Founder and CEO of Lumiant, where she leads the charge in connecting health and wealth to improve life outcomes. Inspired by her father’s health and financial challenges, Heather developed Halo, a revolutionary tool that empowers families to plan for longevity and long-term care with clarity and confidence. Her mission is to help clients live longer, healthier, and more financially fortified lives. About Nicola Perry: Nicola Perry serves as VP of Sales at Lumiant, combining her adaptability and deep empathy to guide families through life’s most pivotal financial decisions. Driven by a passion for making long-term care planning accessible and personalized, Nicola works to ensure clients feel supported and prepared for every stage of life. Her work with Halo exemplifies her dedication to integrating health insights with financial strategies.