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

EPISODE · Oct 7, 2021 · 22 MIN

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

from Real Personal Finance · host Scott Frank and James Conole

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

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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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