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finance

Episode 013 – Financial End of Year Checklist Part 1

Posted on December 2, 2019December 19, 2019 by roedergr12

Greg and JC discuss what to look for to make sure your personal finances are in order heading into the new year to maximize investment gains and limit tax exposure. Specifically covered are thoughts on Black Friday, questions to ask a financial advisor before hiring them, working with your accountant, losses and gains from the year, Mutual Funds vs. ETFs, and IRA distributions. From t...
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Episode 011 – Health Insurance Benefits and Flexible Spending Accounts

Posted on November 19, 2019January 8, 2020 by roedergr12

With many employees' open enrollment period going on right now for benefits selections next year, Greg and Scott discuss the different types of Health Insurance Plans and how to consider the costs of them based on their combined 35 years of experience in the industry. From there, they highlight consumer spending accounts including Health Reimbursement Account (HRA), Flexible Spending Accounts (F...
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