The Mind Money Spectrum Podcast

#103. Don't miss out on big savings during Open Enrollment Season.

November 30, 2021 Aaron Agte and Trishul Patel Season 2 Episode 51
The Mind Money Spectrum Podcast
#103. Don't miss out on big savings during Open Enrollment Season.
Show Notes

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.