Are you getting the most out of your company benefits?
In this episode, Russ Carpentieri and Iván Watanabe encourage you to stop leaving company benefits on the table and start using them. Find out which benefits people overlook the most, why people don’t enroll for good benefits, and, most importantly, how to start using benefits to your advantage.
In this episode, you will learn:
The importance of understanding your benefits
How you can increase your benefits
The difference between company benefits and street benefits
How to start the enrollment process within your company
Tune in now to learn how to make the most of your company benefits!
As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family.
But what should you consider around your financial planning when it comes to starting your family?
Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key questions you should ask when planning for your first child and share planning ideas for after you welcome your first child.
In this episode, you’ll learn:
The financial steps you should take when planning for a baby
Why you should get your documents in order
The importance of locking your child’s social security number
How your income plays a role when planning around your child
Tune in now to discover the importance of financial planning when starting your family!