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Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment

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Manage episode 304492271 series 2653925
Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

Facebook LinkedIn Website

Scott

Facebook Twitter Website

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

  continue reading

193 episoder

Artwork
iconDel
 
Manage episode 304492271 series 2653925
Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

Facebook LinkedIn Website

Scott

Facebook Twitter Website

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

  continue reading

193 episoder

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