Episodes
Tuesday Sep 04, 2018
How Do I Maximize My Employer Benefits
Tuesday Sep 04, 2018
Tuesday Sep 04, 2018
If you've ever had the feeling that you're leaving "money on the table"...(KEEP READING) As a financial advisor, I read through hundreds of employer benefit plans--and do you know what I see? MONEY LEFT ON THE TABLE. On average, I see five figures not utilized through several very easy, simple strategies that can be implemented by anyone. On today's show, I want to give you the 3 most common, best "bang-for-your-buck" strategies that I'm employing with my current clients. When properly employed, you can put thousands of dollars back into your pocket! I'LL GIVE YOU AN EXAMPLE OF MONEY LEFT ON THE TABLE THROUGH UNDER-UTILIZATION OF EMPLOYER BENEFITS THAT INVOLVES: -a common retirement plan strategy -a triple tax-advantaged strategy to fund your medical care -a strategy to reduce the costs of childcare All these questions and more in the 4th episode of the "Creating Walk Away Wealth" series. --- Send in a voice message: https://anchor.fm/dom-the-maven/message
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