Savings Strategies

Ep 084: Savings Opportunities During Open Enrollment

Savings Opportunities During Open Enrollment
- Automatic enrollment: Investigate your employer plan
- How is your money invested in your 401k plan?
- Does your company automatically increase your contributions?
- Other ways to save: Learn about the different tools available
- Discipline, and the financial mistakes to avoid
- Employer life insurance: Understanding your policy and your needs
- Legal fees: Creative tools to pay for advice

Ep 082: Your Holiday Financial Planning List, of DO’s and DON’T’S

Your holiday financial planning list, of DO’s and DON’T’S:
- DON’T fall prey to seasonal marketing
- DO evaluate each holiday: Plan ahead, and avoid impulse shopping
- DO research online versus retail shopping
- DO get creative: Rewards programs, coupons, Lay Away and apps
- DO pay yourself first…automatically
- DO take advantage of end-of-the season sales
- DON’T rack up credit card debt
- DON’T forget life events while you plan for holidays

Ep 079: Tackling Your Financial Laundry List

Tackling Your Financial Laundry List
- Does being wealthy mean you don’t need a financial advisor?
- Efficient planning tools to get the best result
- So! You’ve saved enough!...Now what?
- Healthcare costs: stretching your dollar to manage efficiently
- Social Security savvy
- Cash reserve vs. cash flow: Know the difference
- Key things you should do BEFORE you retire
- Your Home: How to use it to your advantage

Ep 077: Finding Financial Peace of Mind

Finding financial peace of mind:
- What can you do to prepare for the unexpected?
- What’s your legacy in family, health and business?
- Where’s your money going, and why?
- Save early and often, even if it’s a little bit!
- Understanding your tax return
- The significance of hiring a financial planning professional

Ep 065: Mid-Year Financial Plan Review

The power of a mid-year review of your financial plan:
- Tips to staying on track in an emergency
- What retirement plans does your employer offer, and are you contributing enough?
- The power of automation: Pay yourself first
- Tools and Techniques for business owners
- Insurance: Tips to recognizing questions you need to ask your agent

Ep 020: How the Proposed Healthcare Bill Will Affect You

Listen as our hosts discuss the following topics:
- How much should you contribute to your 401k?
- Strategies to consolidate multiple emloyee retirement plans
- How the new proposed healthcare bill will effect you
- Pre-existing conditions and the uninsured: Will you lose your health coverage?