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It’s Open Enrollment Season: How to Avoid Leaving Money on the Table

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Manage episode 516695389 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer.

In this episode, we walk through some of the most common areas you can optimize your benefits, such as HSAs, FSAs, life insurance, disability, ESPPs, and more.

Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.

Get in touch with us!

Leave us a question!

How Much Do I Need To Retire? Quiz

https://www.stonestepsfinancial.com/howmuch

Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.

  continue reading

233 episodes

Artwork
iconShare
 
Manage episode 516695389 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer.

In this episode, we walk through some of the most common areas you can optimize your benefits, such as HSAs, FSAs, life insurance, disability, ESPPs, and more.

Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.

Get in touch with us!

Leave us a question!

How Much Do I Need To Retire? Quiz

https://www.stonestepsfinancial.com/howmuch

Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.

  continue reading

233 episodes

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