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Open enrollment blunder costs physician $366,000

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Manage episode 426887133 series 3584152
Content provided by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Did you brush your teeth today? Of course you did.

But did you actually think about what you were doing? Probably not.

Insurance open enrollment is like that. It’s something you do every year and you probably don’t think about it. In fact, you just might choose to do the same thing you did last year but that could cost you hundreds of thousands of dollars over the span of your career.

Listen in as Nate and Ben break down the one thing you must do to save taxes while you choose your insurance. And if you’re pregnant or thinking about having a baby next year, you should definitely listen and even share this show with your friends.

ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?

To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION?

Write to us at podcast@physicianfamily.com.

NOTICE

Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

  continue reading

71 episoade

Artwork
iconDistribuie
 
Manage episode 426887133 series 3584152
Content provided by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Did you brush your teeth today? Of course you did.

But did you actually think about what you were doing? Probably not.

Insurance open enrollment is like that. It’s something you do every year and you probably don’t think about it. In fact, you just might choose to do the same thing you did last year but that could cost you hundreds of thousands of dollars over the span of your career.

Listen in as Nate and Ben break down the one thing you must do to save taxes while you choose your insurance. And if you’re pregnant or thinking about having a baby next year, you should definitely listen and even share this show with your friends.

ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?

To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION?

Write to us at podcast@physicianfamily.com.

NOTICE

Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

  continue reading

71 episoade

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