Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices

Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices

From Making Margin by Greenway Wealth Advisors

November 12, 2025 · 10 min · Episode 65

About this episode

This episode provides a guide to making smart benefit choices during open enrollment season.

We're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors. Today's episode is a discussion with Jeff all about open enrollment season. We provide a guide to making smart benefit choices.

People in this episode

Guest: Jeff

Topics covered

  • open enrollment
  • benefit choices
  • financial advice

Keywords

  • financial advisor
  • benefits
  • enrollment season

Mentioned in this episode

Books & works: Ask an Advisor

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