Wed, 23 September 2020
Learn how you can navigate open enrollment season and maximize your benefits to their fullest potential!
Making the Most of Your Benefits
When we began our series about open enrollment last week, we got into some key things to consider when weighing the pros and cons of different health insurance options.
While health insurance is typically the biggest decision couples and families make during open enrollment, it’s not the only one.
There are so many benefits that can save you some serious money, protect your family’s finances, and give you some significant tax benefits.
I don’t want you leaving money on the table which is why I’m glad Matt Miner is here today on the show.
He’s a fee-only, fiduciary advisor with PLC Wealth Management, LLC who specializes in helping families to make sure their finances align with their goals, priorities, and values.
In this episode we’re discussing:
Let’s get started!
Resources to Save serious Money
Are you looking for more help with maximizing your benefits and saving more money? Here are some resources:
Thank You to Our Sponsor Coastal!
Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today.
Did you know that Coastal offers a Health Savings Account? If you have a high deductible health plan, you need to take advantage of an HSA.
Find out more about what Coastal offers here!
Support the Podcast!
Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.
Direct download: S10E21_Maximizing_Your_Benefits_During_Open_Enrollment.mp3
Category:personal finance -- posted at: 5:00am EDT