Childfree Life by Design

Unlock Your Best Benefits: Open Enrollment Essentials

Dr. Jay Zigmont, CFP® & Bri Conn Episode 103

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0:00 | 25:44

🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about:

✅ Long-term disability & care insurance 📋
✅ Life insurance for child-free individuals 💡
✅ Health, dental, & vision insurance tailored to you 🏥
✅ Pet insurance & estate planning essentials 🐾📜
✅ Retirement plans, 401(k) contributions, & employee stock options 💰

Plus, don't miss out on tips for using your FSA funds before year-end and the importance of updating your HR files & beneficiaries 📝. Bri and Dr. Jay provide the ultimate roadmap to ensuring you’re making the smartest choices for your health and financial future! 💪✨

Tune in and take charge of your benefits today! 🎧📊 

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!

- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346

- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347

- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347

- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money


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Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.