YFP 328: How to Navigate Open Enrollment & Employer Benefits

Published: Oct. 5, 2023, 9 a.m.

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Tim Baker, CFP, RICP, RLP joins Tim Ulbrich, PharmD to discuss open enrollment & evaluating employer benefits.

Summary

This week on the podcast, Tim Ulbrich, PharmD sits down with YFP co-owner and Director of Financial Planning, Tim Baker, CFP, RICP, RLP to discuss open enrollment and the process of evaluating employer benefits. They discuss considerations for choosing a health insurance plan, how to determine whether or not your employer-provided life and disability insurance is sufficient, the differences between an FSA, Dependent Care FSA, and HSA, and what to be looking for when putting money into your employer-sponsored retirement plan.

Mentioned on the Show

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