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CFO Corner Week 36: 5 Benefits to Use Before They Reset

Episode 122 Published 1 month ago
Description

If you've already met your deductible this year, the rest of your care is about as cheap as it's going to get — and on January 1st, that resets to zero. This week, Meghan walks through five things sitting in your benefits package right now that reset before the year is over: your deductible, free preventive care, vision & dental allowances, wellness stipends, and your professional development budget — plus how to turn that last one into ammunition for your next raise.

This week's action: check your deductible, book one piece of care you've been putting off, and update your brag list.

Resources:

Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

🎯 5-Day Expense Reset — Free. For when today's episode made you want to finally just look at the full picture.

Previous Episode: You Got a Raise… Now What?

📘 The Confident Investor Blueprint

Read the full Show Notes Here!

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