The Wealth Cafe

Maximizing Open Enrollment: How Your Benefits Choices Shape Your Wealth & Financial Future


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Welcome to The Wealth Cafe! In this episode, host Caroline dives deep into the crucial choices you can make during open enrollment season to directly impact your wealth building and secure your financial freedom for years to come.

✨ This isn’t your typical benefits 101 episode. Whether you're an executive with a family or navigating your first open enrollment, Caroline shares actionable strategies to help you make the most of your employer benefits—including health insurance, HSA vs. FSA options, life insurance, and disability insurance. Plus, discover how these benefits aren’t just HR checkboxes— they’re powerful tools for building long-term wealth!

Here’s what you’ll learn:

How to review last year’s health coverage and anticipate future needs

The difference between HSA and FSA accounts, and how to maximize their benefits for retirement and medical expenses

Crucial questions to ask about your life and disability insurance to protect your income and family

Why you should take a closer look at all your benefits, not just stick with last year’s plan

💡 Open enrollment is more than just paperwork—it’s your opportunity to align your choices with your future financial goals! Caroline breaks down the steps, simplifies the decisions, and empowers you to take control of your wealth journey.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

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The Wealth CafeBy Caroline Tanis