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120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment
Manage episode 304492271 series 2653925
Scott and James discuss how to make sure you aren't leaving free money on the table during open enrollment.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:57 - Health Insurance Considerations
6:15 - HSA v. FSA
7:25 - Life Insurance
10:06 - Disability Insurance
11:48 - 401(k) Considerations
14:53 - RSUs (Restricted Stock Units)
16:35 - Tax Strategy
17:15 - Deferred Compensation
18:25 - Estate Planning
22:02- Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episoder
Manage episode 304492271 series 2653925
Scott and James discuss how to make sure you aren't leaving free money on the table during open enrollment.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:57 - Health Insurance Considerations
6:15 - HSA v. FSA
7:25 - Life Insurance
10:06 - Disability Insurance
11:48 - 401(k) Considerations
14:53 - RSUs (Restricted Stock Units)
16:35 - Tax Strategy
17:15 - Deferred Compensation
18:25 - Estate Planning
22:02- Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episoder
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