Holiday season, sports season — everyone loves the different seasons of the year. But open enrollment season doesn’t get the same kind of love.
In this episode, Michael Labos explains open enrollment for employee benefits. He shares the importance of taking the time to review your options and how to optimize these benefits for your personal care. Michael reveals how term insurance turns premiums into death benefits and why you need to update them as life evolves.
Michael discusses:
The costs of your health coverage versus your deductibles
Why term insurance is a good option for young adults
Your schedule is already packed. How can you find the time to create your financial plan?
In this episode, Michael Labos discusses the Gen X Wealth Partners financial planning process. Michael shares what it was like to build his firm while revealing how he leverages technology to provide a virtual experience to clients, saving them time and money.
Michael discusses:
Reasons he created a virtual practice
How he leverages technology for his clients
The importance of communication
The key components to consider when creating a financial plan
There are over 65 million Gen Xers. Yet, few financial advisors focus on this group.
Are you a Gen Xer — looking for a financial advisor to help you out?
If yes, Michael Labos, CFP®, CCFS® from Gen X Wealth Partners, is here for all your planning needs!
Welcome to The Gen X Money Advisor. In this inaugural episode, Michael shares everything you must know about him. From the reason he focuses on Gen Xers to his hatred of insects, Michael provides you with the rundown you need to get to know him while revealing the easy ways he can help you establish a Gen X-focused financial plan.
Michael discusses:
Midlife planning opportunities: Reasons why he focuses on Gen Xers
How have his designations allowed him to be an expert in the Gen X financial planning arena
Helping clients take control of their finances as his core business philosophy
The importance of educating clients in terms of proper planning and its role within growth and success
Michael is the principal at Gen X Wealth Partners and has more than 15 years of experience in the financial service industry. He understands that investing is more than just focusing on risks and return – it’s about your values, goals, beliefs, and a voice wanting to be heard.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Michael helps analyze every aspect of his clients’ financial lives. Including assets, liabilities, and cash flow budgeting, current insurance coverages, and investments.
