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120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment
Published 4 years, 8 months ago
Description
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
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