Every other Friday Michael Williams & Taylor McGowen will share financial insight as two CERTIFIED FINANCIAL PLANNERS™ with different generational perspectives. Maybe we'll even bring in a guest speaker too! Provided to you by ALTIUS Financial Inc.
This episode we discuss the unfortunate truth- the are no free Christmas trees. In all seriousness, we take this last episode of the year to discuss the concept of "free" stuff and weighing cost vs. value, we tie this into the purpose of a corporation and try to weigh the benefits of corporations of all sizes. Lastly, we'll finish off with an intro to our 53 week Finance Challenge and we invite all our listeners to join in on the next 53 weeks of financial engagement.
In this episode we break down the terminology you may see on your health insurance benefit options along with a quick analysis of different plan types. Hopefully this will be helpful for everyone in open enrollment looking to select their plans for next year.
Okay, okay, this episode has nothing to do with FDR or his Fireside chats. But, the recording process was Fireside as Taylor gazed out her window to the wildfire and clouds of smoke approaching her hotel. *Note: no employees were injured in the making of this podcast* In all seriousness, let's dive into the benefits of gifting your time and money to causes you care about. We'll touch on suggested gifting principles, tax benefits, and what makes this calendar year different from a charitable gifting perspective.
Everyone will have a big purchase in their life. Maybe it's a car, or a boat, or a home- we're discussing how to consider the variables associated with planning for a car purchase and how to live within your means to save for large future expenses.