A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer. In this episode, we walk through some of the most common areas you can optimize your benefits, such as HSAs, FSAs, life insurance, disability, ESPPs, and more. Curious about your retirement savings? Our How Much Do I Need To Retire...
All content for Real Personal Finance is the property of Scott Frank and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer. In this episode, we walk through some of the most common areas you can optimize your benefits, such as HSAs, FSAs, life insurance, disability, ESPPs, and more. Curious about your retirement savings? Our How Much Do I Need To Retire...
Try Before You Buy: How to Test-Drive Big Life Transitions
Real Personal Finance
20 minutes
7 months ago
Try Before You Buy: How to Test-Drive Big Life Transitions
Major financial transitions don't have to be binary choices – testing your assumptions before making big moves can prevent costly mistakes and regrets. In this episode, Nick and Scott talk about test-driving potential life transitions to help guide your decisions. • Looking at buying a home? Try setting aside the difference between rent and projected homeownership costs • Practice living on expected retirement income while still employed • Try extended stays in potential retirement loca...
Real Personal Finance
A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer. In this episode, we walk through some of the most common areas you can optimize your benefits, such as HSAs, FSAs, life insurance, disability, ESPPs, and more. Curious about your retirement savings? Our How Much Do I Need To Retire...