The Mind Money Spectrum Podcast
Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
The Mind Money Spectrum Podcast
#103. Don't miss out on big savings during Open Enrollment Season.
During Open Enrollment, make sure you opt-in to 401k, life, disability, and health insurance. You can figure out the details later.
In this episode, Trishul and Aaron discuss common client concerns that surface during Open Enrollment Season. Each fall, you get inundated with plan documents from work. But now is a time when your seconds can save you hundreds or even thousands. Often, you need to opt-in to participate in your employer's health, disability, life, and retirement plan. Likewise, a company match on your 401k or a discount to your ESPP can even mean free money. So don't miss out before it's too late to act.
Episode References
Employee Benefits Guide
HMO vs PPO
Group Disability Insurance
FAQs for Cafeteria Plans
HSA vs FSA
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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