Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices
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Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices
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Summary
Making Margin Podcast
Episode 65 -
Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind this episode of Making Margin:
- Nick
- Jeff
We're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.
Today's episode is a discussion with Jeff all about open enrollment season. We provide a guide to making smart benefit choices.
- Revisit Your Health Insurance Plan
- Don’t Overlook Disability and Life Insurance
- Take Advantage of Flexible Spending Accounts (FSAs)
- Review Your Retirement Contributions
- Update Your Beneficiaries and Emergency Contacts
- Need an Estate Plan? Get one here…
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