Podcasts about benefits consultant

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Best podcasts about benefits consultant

Latest podcast episodes about benefits consultant

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Mario G. Taffo, Federal Benefits Consultant on Addressing Fears and Challenges in Retirement Planning

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Dec 23, 2024 20:14


Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Mario G. Taffo, Federal Benefits Consultant on Navigating TSP Withdrawals and Tax Implications

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Dec 23, 2024 22:30


Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications

Business Innovators Radio
Interview with Mario G. Taffo, Federal Benefits Consultant on Navigating TSP Withdrawals and Tax Implications

Business Innovators Radio

Play Episode Listen Later Dec 23, 2024 22:30


Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications

Business Innovators Radio
Interview with Mario G. Taffo, Federal Benefits Consultant on Addressing Fears and Challenges in Retirement Planning

Business Innovators Radio

Play Episode Listen Later Dec 23, 2024 20:14


Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Dec 20, 2024 19:58


Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning

Business Innovators Radio
Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning

Business Innovators Radio

Play Episode Listen Later Dec 20, 2024 19:58


Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning

Benefits Influencer
Digital Health Companies: A Benefits Consultant Perspective w/ Ryan Koo

Benefits Influencer

Play Episode Listen Later Nov 6, 2024 31:26


Dennis chats with Ryan Koo, an Employee Benefits Consultant who specializes in working with digital health companies. Ryan has just returned from the HLTH conference and shares his recap of the conference as well as his view on the digital health space. Tune in to learn about how digital health companies should be thinking about the employer channel as well as the employee benefits consultant channel. Ryan also shares his view of what's most exciting for the future of digital health. Connect with Ryan on LinkedIn: https://www.linkedin.com/in/ryanmkoo/

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The One Thing
The One Thing Podcast for The Horton Group: Nonstop Health Advocates for Health Equity

The One Thing

Play Episode Listen Later Sep 20, 2024 18:44


This week on The One Thing podcast, our hosts, Robin Bettenhausen and Tom Kallai, spoke with two guests from Nonstop Health: Leslie Brown Albright, Director of Business Development, and Lori Hubler, Benefits Consultant. They dove deep into the topic of health equity and how Nonstop Health is driving positive change, particularly for lower-wage workers, through innovative solutions like first-dollar coverage.

Test. Optimize. Scale.
Test. Optimize. Scale. #166 “Analyze what's working and what's not working" W/ Alex Bayer

Test. Optimize. Scale.

Play Episode Listen Later Aug 2, 2024 50:45


My guest is Alex Bayer! Alex is the founder of Genius Organic Coconut Smoothie, a company born from his passion for authentic, healthy beverages. In 2013, while working as an insurance salesman, Alex noticed a lack of genuine smoothie options on Los Angeles shelves. Most available drinks contained added sugars, purees, and artificial flavors. Alex's busy lifestyle led him to make smoothies for himself almost every morning. The inspiration for his business struck when a friend offered him an organic coconut smoothie made with just two ingredients: real coconut water and coconut meat. Tasting this simple yet delicious blend, Alex had his "Genius" moment, and the company was born. With Genius, Alex aspires to make his organic coconut smoothies a fundamental part of the American lifestyle, helping people achieve higher levels of health and happiness. His goal is to bring this nutrition to the mainstream, one bottle at a time. Before founding Genius, Alex's professional background was diverse. He served as Director of Marketing and Social Media Manager for various start-up food and beverage companies. He also worked as a consultant for office workflow, specializing in technologies like copiers, printers, and scanners. In the non-profit sector, Alex held roles as Director of Events and managed organizations, focusing on marketing events through fundraising and community engagement. Additionally, he worked as a Benefits Consultant, with expertise in health insurance benefits, workers compensation, and private and state disability. Socials and Website: LinkedIn: https://www.linkedin.com/in/alex-bayer-503a6711/ Website: http://www.geniusjuice.com/ Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: https://www.facebook.com/digitalniche... Linkedin: https://www.linkedin.com/company/digi... Instagram: DNA - Digital Niche Agency @digitalnicheagency • Instagram photos and videos. Twitter: https://twitter.com/DNAgency_CA YouTube: https://www.youtube.com/channel/UCDlz…

Linda's Corner: Faith, Family, and Living Joyfully
Cancer survivor Mike Coy - Prevention, check ups, early detection and healing

Linda's Corner: Faith, Family, and Living Joyfully

Play Episode Play 60 sec Highlight Listen Later Apr 30, 2024 33:56


When the doctor told Mike Coy he had cancer and needed to start treatment right away, he said, "I'm too busy, what's plan B?"  The doctor replied, "You die."  Mike said, "Let's go back to plan A."   Mike is a past president of the Austin Westlake Chamber of Commerce, the Sr. Benefits Consultant with Aflac, and a baseball coach winning 3 Texas State championships, 1 National Championships and 5 Australian Down Under World Championships.  He is also a best-selling author and keynote speaker.  You can reach Mike at his website ichoselive.com.Freebies:  Mike is offering 2 free gifts.  1) Mike's 10 tips to prevent cancer, 2) Chapter 8 of his book "I Chose Live." Go to https://www.mikecoyspeaks.com/gift  Some highlights Mike shares:Mike's winning baseball careerYou either get busy living or you get busy dyingWomen usually choose to get regular checkups, but men don't.  The most common forms of cancer are easily treatable when detected early.You have a choiceFor cancer survivors, life is divided into BC and AC periods.  Before cancer and after cancer.Take care of yourself and manage stressFree gift 10 tips to prevent cancer at MikeCoySpeaks.com/giftDad's final words, "Son, make a difference."Pay it forwardFinding purpose in our livesWhatever you're facing, you can get through itAnd morePlease share, subscribe, leave a rating and review, visit the Linda's Corner website at lindascornerpodcast.com and/or follow on youtube, facebook, instagram, and pinterest @lindascornerpodcast. Thanks!Also please visit the Hope for Healing website at hopeforhealingfoundation.org for free resources to increase happiness, build confidence and self esteem, improve relationships, manage stress, and calm feelings of depression and anxiety.   Become the champion of your own story as you overcome your challenges.  

A Better HR Business
Episode 195 - Sandrine Bardot Celebrating 10 Years As A Successful International Compensation & Benefits Consultant

A Better HR Business

Play Episode Listen Later Apr 10, 2023 37:02


The A Better HR Business podcast looks at how consultants and tech firms in the broad Human Resources field grow their businesses; and how they help employers get the best out of their people. Today I'm joined on the show by Sandrine Bardot from The Bardot Group and Compensation Insider who recently celebrated 10 years as a successful international compensation & benefits consultant for the Middle East & Asia. In a wide-ranging discussion, Sandrine and I talked about: How Sandrine began her business life with a simple blog, Compensation Insider. How Sandrine helps large employers with their total rewards challenges. Interesting ways to offer consulting services. Sandrin'es Total Rewards advice for employers. How Sandrine developed her business and her marketing advice for people in HR businesses. And much more. Thanks, Sandrine! For show notes and to see details of my previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast WANT MORE CUSTOMERS OR CLIENTS? Want more clients for your HR-related consultancy or HR Tech business? Check out: www.GetMoreHRClients.com/Services. WANT TO START AN HR BUSINESS? Want to launch your own consulting business in the broad Human Resources sector? Check out: www.GetMoreHRClients.com/Start for resources.

In the Club by Club Colors
Level Up Social Networking Event LIVE: Building Relationships with Chicago's Business Community

In the Club by Club Colors

Play Episode Listen Later Mar 17, 2023 105:21


On this episode of the In the Club Podcast by Club Colors, John goes live on Twitch as he meets the wonderful executives, sales, marketing, and HR leaders who joined the Level Up Social Networking Event at the Gold Coast Social in downtown Chicago.During this lively event, they share the fine details of who they are and what they do in their respective industries. But it's not all about work—stay tuned as our guests get on The Hot Iron with JMo and answer fun questions on shocking details about themselves that really let their personalities shine!   HIGHLIGHTSDavid Horbenko, Business Performance Advisor at InsperityMichael (Spike) Engelman, Benefits Consultant at 360 BenefitsAlan Stern, Salesman at McGrath Lexus of Westmont and Owner of Persona Marketing Inc.Rob Miller, Photographer Jaidev Jyotis, Founder of [modern dope]Holly Sias, CEO and Founder of Socialite MediaCarolina Romero, Director of Influencer Marketing at Socialite Media Jaymi Block, Managing Broker at REALJennie Raymer, Home Mortgage Advisor at Wintrust MortgageStel Valavanis, CEO of onShore SecurityJoin the Level Up Social Networking Event happening every Wednesday. Click HERE for more details!If you enjoyed this episode, please leave us a review on your favorite podcasting platform. We really appreciate it!

Vermont Viewpoint
Pottery- An Expression of Self, Medicare Advantage Health Plan

Vermont Viewpoint

Play Episode Listen Later Jan 4, 2023 93:07


Today on Vermont Viewpoint, Pat McDonald hosts! During the first hour, she'll talk with Andy Snyder of Mud Puppy Pottery. They'll be discussing how pottery can be an expression of self. During the second half of the show, she'll speak with Steve Howard, the Executive Director of VSEA and Kathy Callaghan, the Benefits Consultant of VSEA. They'll be discussing the states plan to move to “Medicare Advantage” Health Plan in 2023.

FourStar Wealth Advisors Podcast
#127 Secured Revenue Streams on Self-Storage, w/ AJ Osborne | CEO at Cedar Creek Wealth

FourStar Wealth Advisors Podcast

Play Episode Listen Later Jun 9, 2022 36:12


Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals In The Shortest Time Possible” for FREE by going to https://TodaysMarketExplained.com/ AJ Osborne, CEO at Cedar Creek Wealth joins us to talk about the stored potential of investing in the Self-Storage business. He talks about his start and discovery on the hidden earning potential of self storage, and how you can harness this secure investment for storing your wealth. As a Benefits Consultant, AJ Osborne actively provides health plan consulting by searching for the best and most updated solutions for his clients. Reducing plan costs and finding ideal plan designs are just some of the fundamental areas included in his method. https://www.linkedin.com/in/aj-osborne-a9b8102b/ https://www.cedarcreekwealth.com/ https://www.selfstorageincome.com/ https://www.clearwaterbenefit.com/ Follow @TodaysMarketExplained on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! To see short videos of all our best Today's Market Explained tips follow us on: Follow TME on TikTok: https://www.tiktok.com/@TodaysMarketExplained Follow TME on Instagram: https://www.instagram.com/TodaysMarketExplained Subscribe on YouTube: https://www.youtube.com/channel/UCYjCaTkX698mc6yAFaFz4tg Like TME on Facebook: https://www.facebook.com/TodaysMarketExplained Follow TME on Twitter: https://twitter.com/PodcastTME Website: https://todaysmarketexplained.com/ DISCLAIMER: This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

SBO Perspectives
The SBO as a Sculptor: Carving out Savings

SBO Perspectives

Play Episode Listen Later Mar 10, 2022


The COVID-19 Pandemic had many impacts on school districts; especially on medical insurance. From COVID-19 tests to extended hospitalizations, the scale of the pandemic wasn't lost on the School Business Official. It may be time to reevaluate your medical coverage and options to better suit the needs of your employee,s retirees and your district. Join us as we speak with Bryan McManaway, Benefits Consultant at Corporate Synergies as we find out what it means to “carve” out care to both offer better benefits and save on expenditures.

Williams Mullen's Benefits Companion
2023 Benefits Forecast with Mercer

Williams Mullen's Benefits Companion

Play Episode Listen Later Dec 13, 2021 15:04


On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Kristin Henshaw, a Senior Health and Benefits Consultant and Virginia Health Business Leader with Mercer. Kristin shares what employers need to consider as they craft their benefits strategic plan in advance of their 2023 open enrollment. From issues such as effective drug cost management to flexibility in time-off benefits, this episode will give you a jumpstart on trends for the year ahead.

Self-Funded With Spencer
Episode 24 - Matt Brost

Self-Funded With Spencer

Play Episode Listen Later Oct 29, 2021 50:29


Matt shares his journey from being an All-American Golfer at the University of Texas, to spending 5 years as a professional golfer, to eventually finding his passion in the insurance world as a Benefits Consultant. --- Support this podcast: https://anchor.fm/spencer-harlan-smith/support

university texas brost benefits consultant
Self-Funded With Spencer
Episode 24 - Matt Brost

Self-Funded With Spencer

Play Episode Listen Later Oct 29, 2021 50:29


Matt shares his journey from being an All-American Golfer at the University of Texas, to spending 5 years as a professional golfer, to eventually finding his passion in the insurance world as a Benefits Consultant. --- Support this podcast: https://anchor.fm/spencer-harlan-smith/support

university texas brost benefits consultant
This...I...Do...For...Me:  Over 50, Black and Fabulous!

Carol Cherry, a Benefits Consultant in the insurance industry began in 2014 after ending a tenured managerial career in the Hospitality Industry. Once her children were grown, she decided to take a leap of faith and start a new career that had only been a dream for many years. She utilized training, leadership hospitality and communications skills to launch her from a large corporation to establish, plan and execute her own brand and business. She realized that if she could run the corporation's multi-million-dollar restaurant, hire staff, provide training and supervision to make a profit for them then she surely could do the same for her own business. She clearly states that it has not been easy growing her business, but every year is better than the last, and she is pleased with the progress she is making in her business. As an Insurance Broker, Carol has partnered with more than 100 insurance carriers for Healthcare, Medicare, Long Term Care and other ancillary products. Carol works with individuals looking for healthcare coverage. She also works with small employer groups looking to build a competitive benefit package to attract and retain the best talent. Her long-term vision for her company is to become a household name with multiple locations and thousands of employees that are able to replicate the process and help families all over the country understand how to use insurance as the solution it is intended to be. During the interview, Carol focuses on: What is Medicare Part A What is Medicare Part B What is Medicare Part C What is the difference in Medicare Part C (Medicare Advantage) and Medicare Supplement? What are some programs that help the low-income community with out-of-pocket costs and medications   Carol gears her Medicare 101 presentation in a way that will brings people up to date on the most recent changes to Medicare so you can make an informed decision about your Medicare options, especially during the Annual Open Enrollment Period -- October 15, 2021 to December 7, 2021. Carol wants to make sure you know: what you need to do if you're turning 65 and plan on leaving your group plan; if you're turning 65 and plan on keeping your group plan. Also, she provides a framework for you to think about whether you need Medicare Part B. Lastly, Carol explains when you should do it, and whether or not you will have a late enrollment penalty. To connect with Carol Cherry, contact her at 815/762-0761 or at her email ccherry.consultant@gmail.com

Self-Funded With Spencer
Episode 16 - Mike Massé

Self-Funded With Spencer

Play Episode Listen Later Jul 30, 2021 47:54


Today, Mike is a Benefits Consultant with Hotchkiss Insurance, but long before that, he had an incredible journey as a troubled teen, then becoming a Youth Pastor for about 15 years, then turning his sights to the private sector to succeed as one of the top sales people in the entire country at a well-known mattress firm. Then, he took his biggest gamble of all, putting his full faith in God to move his whole family to Texas, not knowing where they would live or where he would work. He just knew they had to come here, and the rest, as they say, is history! --- Support this podcast: https://anchor.fm/spencer-harlan-smith/support

texas faith in god youth pastors benefits consultant mike mass
Self-Funded With Spencer
Episode 16 - Mike Massé

Self-Funded With Spencer

Play Episode Listen Later Jul 30, 2021 47:54


Today, Mike is a Benefits Consultant with Hotchkiss Insurance, but long before that, he had an incredible journey as a troubled teen, then becoming a Youth Pastor for about 15 years, then turning his sights to the private sector to succeed as one of the top sales people in the entire country at a well-known mattress firm. Then, he took his biggest gamble of all, putting his full faith in God to move his whole family to Texas, not knowing where they would live or where he would work. He just knew they had to come here, and the rest, as they say, is history! --- Support this podcast: https://anchor.fm/spencer-harlan-smith/support

texas faith in god youth pastors benefits consultant mike mass
CHARGE Podcast
Ep: 177 Mark Mansingh

CHARGE Podcast

Play Episode Listen Later Jun 7, 2021 35:27


Mark Mansingh is a senior HR, Compliance, PEO and Benefits Consultant. Mark understands the challenges that come with running a small business. While getting a master's degree in leadership development he started and ran a successful financial advisory firm for more than 10 years. Today, he works as an HCM Business Consultant for Paychex where he has helped over 500 business businesses navigate HR, Compliance, and benefits as well as streamlining and integrating their systems to save significant admin time, minimize risk, and scale quickly. Mark has been with Paychex for 7 years and his passion is problem solving, and strategic planning to help business owners accomplish their goals. Mark is married with 4 children (not for the faint of heart).

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Anything... by Mansa Cannon
Ep. 15 You Can Be...An Employee Benefits Consultant with Aliou Diouf

Anything... by Mansa Cannon

Play Episode Listen Later May 29, 2021 86:12


Talent Optimization with Traci Scherck
EP 21: Communication that Drives Results with Matthew Kovnesky

Talent Optimization with Traci Scherck

Play Episode Listen Later May 27, 2021 18:22


Great communication gets the message out and connects the dots for your employees. Leaders have to be great communicators to inspire and motivate those they lead to ensure the best results possible. To help us dive into this topic further is Matthew Kovnesky, Employee Health and Benefits Consultant for Marsh & McLennan. In this episode, he will explain the importance of understanding how your employees want to be communicated to and how to ensure your employees feel heard. You can find show notes and more information by clicking here: https://bit.ly/3v1nTdG 

HR Nyheter
Så mycket kostar arbetsplatskonflikter och så skapar du psykologisk trygghet.

HR Nyheter

Play Episode Listen Later May 19, 2021 9:45


FullStack HR What Psychological Safety Looks Like in a Hybrid Workplace Workplace conflict costs employers £30bn a year, study finds Emily Holthaus Bit Curious | Podcast on Spotify Personal & Ledarskap Top 5 Strategic Technology Trends for HR in 2021 Compensation & Benefits Consultant

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Trendbreakers
92: Pros And Cons of Using A PEO? | Michael Juergens, Benefits Consultant, CIA-Leavitt Insurance

Trendbreakers

Play Episode Listen Later Apr 21, 2021 33:57


Connect with Michael: https://www.linkedin.com/in/michael-juergens-60429321/Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/*************************And if you're looking for a speaker for you next event, please check out www.stevewatsonlive.com. 

Discussions by Domain
Improve Your Company's Wellness

Discussions by Domain

Play Episode Listen Later Feb 19, 2021 27:18


In our 100th episode, we are joined by Nicole Caniglia, Benefits Consultant at Birch Benefits, and Anna Greenwald, Founder & CEO of On the Goga. Nicole and Anna talk with Anthony about how the pandemic has changed businesses' approach to well-being, strategies to help your employees, and tips for leaders. https://www.onthegoga.com/ https://birchbenefits.com/  

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YOUR INTENTION MATTERS!
Ep. 95 - "Choose Your Behavior" Kevin Davis (Senior Benefits Consultant, Vice President at Univest Insurance)

YOUR INTENTION MATTERS!

Play Episode Listen Later Nov 18, 2020 32:48


On this episode Kevin Davis - VP @ Univest Insurance joins me to share his story! "Choose Your Behavior" is his foundation so get ready and enjoy Kevin's story!YOUR INTENTION MATTERS...because that's the result you'll tend to get!www.everestperformance.com

The Retirepreneur Podcast
Medicare Open Enrollment Tips

The Retirepreneur Podcast

Play Episode Listen Later Oct 16, 2020 16:34


Making important Medicare decisions for your healthcare is extremely important.   This episode provides a few tips to consider for this year's Medicare Open Enrollment that begins today October 15 thru December 7, 2020. Tip 1 - Review your own personal health care and any expected expenses that may arise next year or new prescription costs. Check out two Medicare tools to help you review your plan options and find resources. Medicare Plan Tool - https://www.medicare.gov/manage-your-health/medicares-blue-button-blue-button-20/find-plans Ask Claire - https://askclaire.comTip 2 - Three ways to review various Medicare Advantage plans SHIP - State Health Insurance Program (free service)               Find a Benefits Consultant (fee based)Find a Benefits Broker (commission based)Tell me more of what your pain points are and what you may want more information on from the podcast.   Visit https://www.theretirepreneur50consulting.com/TheRetirepreneurPodcast       Want to learn more information? Sign up for my newsletters at:https://www.theretirepreneur50consulting.com/TheRetirepreneurPodcast              

Trendbreakers
14: What To Do If You Receive A $99,000 Medical Bill | Michael Juergens, Benefits Consultant, CIA-Leavitt Insurance

Trendbreakers

Play Episode Listen Later Jul 6, 2020 43:03


Steve chats with Michael Juergens, Benefit Consultant from CIA-Leavitt Insurance. They talk about Michael's journey from being an undrafted free agent for the Carolina Panthers to a summer that he received a $99,000 bill for a complication that his son had during birth. Michael also shares how he is now on a mission to help individuals, employees, and employers navigate the healthcare insurance system. He relates how he helped one recent employer move from a 38% increase to a 17% decrease in annual costs by putting in a a different solution.Connect with Michael: https://www.linkedin.com/in/michael-juergens-60429321/Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/*************************Are your employees okay with another year of insurance rate increases?Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

The Brand with Carey Guglielmo
The Brand: 5-14-20 Tapper Patrick, Employee Benefits Consultant with Gallagher

The Brand with Carey Guglielmo

Play Episode Listen Later May 14, 2020 28:34


In the 77th episode of The Brand, Carey talked with Tapper Patrick, an Employee Benefits Consultant with Gallagher, and also Carey's nephew. They discussed Tapper's background, business during Covid 19, adapting, growing, changes in technology and Tapper shared his advice to people entering the workforce.

Real Oklahoma Business
Employee Benefits Consultant - Ryan Robbins - Robbins Harvatin Consulting

Real Oklahoma Business

Play Episode Listen Later Oct 22, 2019 30:48


How can I afford to offer my employees health benefits? For small business owners with less than 100 employees it is difficult to get personalized help with employee benefit planning. Ryan is here to change that. In this interview, I talk with Ryan Robbins, a partner at Robbins Harvatin Consulting, on how they are changing employee benefits for real small businesses. Check out the episode at: https://realoklahomabusiness.com/employee-benefits-consultant-ryan-robbins-robbins-harvatin-consulting/ Check out Ryan's company website at: https://www.robbinsharvatin.com/

Spend Less on Healthcare- With Dr. Josh Luke
E23: Employee Benefits Consultant with BBG Jessica DuBois shares how her agency is using social media to shake up the corporate healthcare benefits landscape. In Dr. Luke’s Waiting Room: The Healthcare Authority Podcast

Spend Less on Healthcare- With Dr. Josh Luke

Play Episode Listen Later Oct 4, 2019 31:00


Employee Benefits Consultant with BBG Jessica DuBois shares how her agency is using social media to shake up the corporate healthcare benefits landscape. 

321 Biz Development
Connie Correia-Vertex Insurance Solutions, Inc-California Insurance Broker & Employer Benefits Consultant-(916) 764-6458

321 Biz Development

Play Episode Listen Later Sep 30, 2019 28:22


Connie Correia is the most informed California Health Insurance Broker I've met since I left a Los Angeles-based, Fortune 500 health insurance company, selling large group health insurance. What puts Connie's health insurance expertise in a class by itself is her diligent pursuit to assure small business owners have the most current information to make the best decisions for their company and employees. Connie also works with the California legislature to stay up-to-date with the many legislative health insurance changes by having a seat at the political tables in Washington D.C. and Sacramento as health insurance policy is drafted. All California small business owners, trade organizations and associations with health insurance and benefits concerns should contact Connie Correia at (916) 764-6458 --- Send in a voice message: https://anchor.fm/321bizdevelopment/message Support this podcast: https://anchor.fm/321bizdevelopment/support

Burnt Out to Lit Up: Healthcare, Stress, Burnout, Wellness, Self Care
097 The Real Truth Behind Rising Healthcare Costs with Michael Menerey [Interview]

Burnt Out to Lit Up: Healthcare, Stress, Burnout, Wellness, Self Care

Play Episode Listen Later Aug 26, 2019 60:59


Michael Menerey is a Senior Vice President and Benefits Consultant with one of the largest Employee Benefits Brokerage & Consulting firms in the country. Michael enjoys collaborating with his clients to challenge the status quo approach to benefits and is constantly evaluating new products, vendors and strategies that can drive lower costs and create value for employers, employees, and their dependents. In this episode, we talk about: The mechanics of healthcare What is driving healthcare costs? Who is benefiting and who isn’t? Why is sick care a thing? How providers should respond Why reimbursements are falling for some but plentiful for others Solutions to fix the system Connect with Michael: http://www.reconstructinghealthcare.com/ https://www.linkedin.com/in/michaelmenerey/ JOY ENERGY TIME CLUB WAITLIST https://joyenergytime.mykajabi.com/joyenergytimeclub NEW GRAD GUIDE https://joyenergytime.mykajabi.com/new-grad-guide Join the Joy Energy Time Collective, our bi-weekly wellness newsletter for healthcare professionals: https://www.joyenergytime.com/the-thriving-collective/ Our Instagram: www.instagram.com/burntouttolitup/ www.instagram.com/joy.energy.time/ Our website: joyenergytime.com/podcast

Learn From Others
085: Employee Benefits Consultant - DeJuan Gossett is the Author of 22 Ways to Tackle Success

Learn From Others

Play Episode Listen Later Aug 19, 2019 19:53


How do you recover after a devastating event? DeJuan's first career as a Safety for the New York Giants ended in injury. His second career with a mortgage company ended with the recession of 2007. Today, DeJuan is VP of Employee Benefits and the Author of "22 Ways to Tackle Success". Find out how DeJuan overcame numerous obstacles and helps others succeed on the Learn From Others podcast.

Cheri Hill Show
Health Savings Accounts FAQ- Continued

Cheri Hill Show

Play Episode Listen Later Nov 2, 2018 25:39


Today, Cheri continues her conversation about health savings accounts with Grace Daidone. Grace is the Benefits Consultant with A & H Insurance. https://www.aandhinsurance.com/grace https://www.cherihillshow.com/

Market Wrap with Moe - Business Financial Analysis on Investing, Stocks, Bonds, Personal Finance and Retirement Planning

With Michael Menerey, Senior Vice President and Benefits Consultant with Alliant Employee Benefits

Millennial to CEO Podcast
25 Michael Menerey: Being a Cost Effective Leader

Millennial to CEO Podcast

Play Episode Listen Later Aug 9, 2018 14:16


Michael Menerey: Being a Cost Effective Leader    Michael Menerey is a Senior Vice President and Benefits Consultant with Alliant Insurance Services and a partner in the Employee Benefits Practice. He is the author of The CEO’s Guide to Lowering Healthcare Costs by 33% and is also the host of the Reconstructing Healthcare Podcast. He is focused on educating employers on alternative methods to reduce costs and improve benefits for their employees.     Questions You'll Hear Today:   You've indicated that on average, the cost of healthcare/health insurance for employers has increased over 200% over the last 16 years. Why do healthcare costs continue to rise at this pace? What can employers do to mitigate these increases? As a business leader, how can I offer cost effective benefits and leverage it to attract and retain talented employees? If I'm a CEO or business leader that wants to learn more about some of the things you've mentioned, where can I get more information? How can millennials make an impact in their organization when it comes to benefits and healthcare costs? What advice do you have for millennials looking to take a leadership role in their organizations?   Connect with Michael Menerey:   Website:  www.reconstructinghealthcare.com Email:  mmenerey@alliant.com info@reconstructinghealthcare.com   Connect with Danielle Taylor:   Facebook:  https://www.facebook.com/M2CEOPodcast Website:  M2CEO Podcast Email: danielle@turnkeypodcast.com  Youtube: Youtube Channel LinkedIn: Danielle Taylor Profile Instagram: https://www.instagram.com/m2ceopodcast/   Show Notes by Show Producer: Jessie Taylor   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.   

Transform Your Workplace
#144 - Is it time to reconstruct healthcare?

Transform Your Workplace

Play Episode Listen Later Jun 12, 2018 28:32


Over the last 16 years, healthcare premiums have increased by 200%. Inevitable? Just how the system has to be? Not according to Michael Menerey, author and host of the Reconstructing Healthcare podcast. He joins us to share his take on the healthcare challenge, common myths he’s uncovered and ways employers and employees can take action. We’ll cover alternatives to the traditional approach and give you actionable ways to start changing the system for the better.   How to Support this Show: Subscribe on your favorite podcast app (iTunes, Stitcher, Google Play, etc.) Review us on iTunes Take our survey and we'll enter you in a drawing for a free book Follow Xenium HR (@XeniumHR) and Brandon Laws (@BrandonLaws) on Twitter, LinkedIn & Instagram Learn more about Xenium HR at xeniumhr.com   About Michael Menerey: Michael Menerey is a Senior Vice President and Benefits Consultant with one of the largest Employee Benefits Brokerage & Consulting firms in the country.  Michael enjoys collaborating with his clients to challenge the status quo approach to benefits and is constantly evaluating new products, vendors and strategies that can drive lower costs and create value for employers, employees, and their dependents. Listen to the Reconstructing Healthcare podcast Get the free ebook CEOs Guide to Lowering Healthcare Costs by 33%

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Market Wrap with Moe - Business Financial Analysis on Investing, Stocks, Bonds, Personal Finance and Retirement Planning

- Michael Menerey, Sr. VP and Benefits Consultant, Alliant Employee Benefits - Please call 1-800-388-9700 for a free review of your financial portfolio

Total CEO hosted by Vinnie Fisher
Total CEO with Michael Menerey

Total CEO hosted by Vinnie Fisher

Play Episode Listen Later Jan 25, 2018 25:54


Are you maximizing your company benefits? Michael Menerey is a Senior Vice President and Benefits Consultant with Alliant Employee Benefits and author of The CEO’s Guide to Lowering Healthcare Costs by 30%. Alliant, one of the largest Employee Benefits Brokerage & Consulting firms in the country, helps businesses manage their employee benefit costs, stay in compliance and educate their employees on how to best use their benefit plan. Michael is also host of the Reconstructing Healthcare Podcast, discussing innovative solutions for employers to lower their healthcare costs.

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