Getting the Most Out of Open Enrollment
In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the most out of your open enrollment.
Explore "financialmistakes" with insightful episodes like "Getting the Most Out of Open Enrollment", "Ep123: The Top Financial Mistake To Avoid", "2022 EP0618 | RODNEY HARRIS | CURRENT MARKET CONDITIONS", "2022 EP0226 - Rodney Harris - Common Financial Mistakes PT3" and "Ep51: The Top Financial Mistake To Avoid" from podcasts like ""Your Life Simplified: A Financial & Wealth Management Podcast", "Multifamily Money", "Game Plan For Retirement with Rodney Harris", "Game Plan For Retirement with Rodney Harris" and "Multifamily Money"" and more!
In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the most out of your open enrollment.
This is a reply from episode 51.
In this fast-paced world, financial struggles are inevitable. Listen in, discover the most common financial blunders that lead to major financial issues, and learn how to avoid them.
WHAT YOU’LL LEARN FROM THIS EPISODE
RESOURCES/LINKS MENTIONED
CONNECT WITH US
Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanagementcarolinas Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-harris-b00096212/ J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional. Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.
In this fast-paced world, financial struggles are inevitable. Listen in and discover the most common financial blunders that lead to major financial issues, and learn how to avoid them.
WHAT YOU’LL LEARN FROM THIS EPISODE
RESOURCES/LINKS MENTIONED
CONNECT WITH US
The path to homeownership isn't that hard when you surround yourself with the right people. In this episode, Erica Rawls and Stephanie Milburn explain how they help to educate and empower young people about wealth building through the National Campaign ''House Then The Car''. Listen in and find out the ways to make homeownership achievable for everyone.
Key takeaways to listen for
About House Then The Car
House Then The Car is a national campaign to educate, empower and mobilize generations of African Americans about building wealth. This movement empowers communities that have GenX, millennials, GenY GenZ's on the value of owning property as a generational wealth-building tool. House Then The Car speaks specifically to the African American community and offers real-life housing and financing options and solutions.
Connect with House Then The Car
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Nos encontramos a las puertas de finalizar este atípico año 2020. Es momento de hacer balance, también en lo que se refiere a nuestra finanzas personales. La pandemia ha condicionado nuestras vidas en este 2020. En el corto plazo, la mayor parte de nuestras decisiones van a estar marcadas por esta situación. Antes de enfrentarnos a un nuevo año proponemos un breve viaje al pasado. Lanzamos un reto en forma de pregunta: Si pudieras volver al pasado, ¿qué cambiarías de tus finanzas?
Con el fin de medir hasta qué punto la pandemia ha afectado a los comportamientos financieros de las personas, el Centro para la Educación y Capacidades Financieras de BBVA ha propuesto a los usuarios de las principales redes sociales un viaje a los tiempos pre-covid. Para conocer la opinión de los usuarios, se han lanzado dos encuestas de forma simultánea en los perfiles oficiales de Instagram y Twitter con la siguiente pregunta: Si pudieras volver al pasado, ¿cambiarías algún comportamiento financiero?
After all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we’ll tell you about some of the most common mistakes people make and what you can do to avoid the same fate.
Read more and get additional resources here: https://retirementhuddle.com/podcast/ep-6-how-to-ruin-your-retirement/156/
Today's show schedule:
0:55 – Treating retirement as the finish line.
2:21 – People believe retirement will solve their problems because they’re no longer working.
3:28 – Assuming that your monthly spending habits in retirement can be determined by your habits while working.
5:09 – People stop being active in retirement.
7:23 – Investing like you’re 35-years-old.
9:05 – Here’s what we do to help someone that calls us and wants to start the planning process.
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