Learn how you can navigate open enrollment season and maximize your benefits to their fullest potential!
Making the Most of Your BenefitsWhen 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:
- the biggest mistakes couples make with their benefits
- How to protect yourself with disability insurance
- what to look out for with your 401(k)
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:
- Best Budget and Money Apps: Personal Capital, Tiller, Zeta, HoneyFi, and Mint
- Grow Your Stash Faster: High Yield Savings with CiT Bank
- Free 401(k) Analysis: blooom
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.
- Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
- Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
- Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in 4 weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together!
Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere.