120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment

Real Personal Finance

المحتوى المقدم من Scott Frank and James Conole, Scott Frank, and James Conole. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Scott Frank and James Conole, Scott Frank, and James Conole أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

2+ y ago 22:38

MP3•منزل الحلقة

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

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