Podcasts about retirement benefits

  • 118PODCASTS
  • 154EPISODES
  • 26mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Feb 4, 2025LATEST

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Best podcasts about retirement benefits

Latest podcast episodes about retirement benefits

The Savvy Investor Podcast
Federal Retirement: Benefits That Employees Need to Know

The Savvy Investor Podcast

Play Episode Listen Later Feb 4, 2025 27:55


Retiring from the federal government is filled with complexities, but understanding the best timing and navigating the benefits can make a significant difference. Mike Canet discusses why federal employees face unique challenges, such as figuring out the optimal retirement date, maximizing years of service, and making healthcare and benefit decisions. Changes in government policies and the creation of DOGE add another layer of uncertainty and opportunity. Mike sheds light on the intricacies of federal retirement, emphasizing the importance of meticulous planning to ensure a smooth transition. Want to begin building your retirement plan? Schedule a call with us here:

Unlock Your Wealth
Is it Smart to Take Social Security Early and Invest the Money?

Unlock Your Wealth

Play Episode Listen Later Feb 4, 2025 6:00


Raj Shah and Rick Borek explain the complexities of claiming Social Security benefits early versus delaying them for higher payouts. It discusses the implications for surviving spouses, the risks of investing early benefits, and the importance of understanding the long-term financial impact of these decisions. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Federal Newscast
Lawmakers working on better retirement benefits for federal firefighters

Federal Newscast

Play Episode Listen Later Jan 31, 2025 6:29


Lawmakers are making a bipartisan effort to secure better retirement benefits for federal firefighters. Virginia Democrat Gerry Connolly and Pennsylvania Republican Brian Fitzpatrick have introduced the Federal Firefighters Families First Act. If enacted, many federal firefighters would receive larger retirement benefits. The House bill aims to change the retirement calculation for federal firefighters to account for overtime hours worked. The lawmakers say the bill would align federal firefighters' benefits with what state and local firefighters already receive. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Beyond the Money
Maximizing Your Social Security Benefits

Beyond the Money

Play Episode Listen Later Jan 21, 2025 18:24


This week, Jackie Campbell delves into the intricacies of Social Security benefits, retirement planning, and the differences between 401(k) and IRA accounts. She emphasizes the importance of understanding when to claim Social Security, the potential changes to the system, and how to navigate the transition into retirement. Additionally, the discussion covers the significance of comprehensive financial planning, including tax efficiency and investment strategies, to ensure a secure retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

Plan Your Federal Retirement Podcast
# 119 FERS Retirement Benefits, What Federal Employees Should Know in 2025

Plan Your Federal Retirement Podcast

Play Episode Listen Later Jan 13, 2025 21:47 Transcription Available


What impacts will the latest tax law changes, Social Security projections, and market uncertainties have on your federal retirement in 2025? In this podcast episode, Micah and Floyd discuss actionable strategies to prepare you for a secure retirement. Learn how to navigate potential Social Security reductions, plan for tax diversification, and ensure your retirement cash flow is under control. Plus, uncover tips on Roth conversions, the importance of knowing your income projections, and how to avoid costly mistakes.  Tune in now to stay ahead in your retirement planning and make confident decisions for your future. https://zurl.co/gdbqQ

Minnesota Now
Minnesota's home care workers fight for retirement benefits

Minnesota Now

Play Episode Listen Later Dec 17, 2024 8:25


If you're looking for job security, you might consider being a home health or personal care aid. It's the highest demand job in Minnesota, according to the state government. That need is only expected to increase as the population ages. But the median wage for home health and personal care aides is just over $35,000 per year, which leaves little to save for retirement. Now the union that represents many of these workers is asking the state to chip in for retirement in their next contract. Viktor Solberg lives on the Iron Range, cares for his mother full-time and is active in his PCA union, SEIU Minnesota. Solberg joined MPR News host Nina Moini to talk about his work on better benefits for PCAs in Minnesota.

Minnesota Military Radio
MDVA SOT Program and National Guard Retirement Benefits

Minnesota Military Radio

Play Episode Listen Later Dec 7, 2024


This week, we’ll explore the Support Our Troops grant program through the Minnesota Department of Veterans Affairs, meet with a Retirement Services Officer from the Minnesota Army National Guard, and receive an update from the MN Patriot Guard. Guests include: Heather Darby – Minnesota Department of Veterans Affairs Freddie Williams – Minnesota Army National Guard […] The post MDVA SOT Program and National Guard Retirement Benefits appeared first on Minnesota Military Radio.

Retirement Key Radio
Federal Employees: What You Need to Know About FERS and TSPs

Retirement Key Radio

Play Episode Listen Later Dec 3, 2024 12:09


Certified Financial Planner Joshua Barbin delves into the complexities of the Federal Employees Retirement System (FERS) and the Thrift Savings Plan (TSP). He explains how filing for benefits early while still earning income can reduce pension annuities and highlights the transition from the older CSRS system to FERS. Justin covers the importance of disciplined investment strategies within the TSP and outlines the advantages of federal health insurance for retirees, emphasizing the five-year rule and the comprehensive coverage it offers. Ready to discuss your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe's book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!See omnystudio.com/listener for privacy information.

The Liquid Lunch Project
Planning for Tomorrow: Making Retirement Benefits Work for You

The Liquid Lunch Project

Play Episode Listen Later Dec 2, 2024 27:50


Are your employees' financial futures secure? If not, here's what might be missing from your business game plan.   In this episode of The Liquid Lunch Project Podcast, we sit down with Courtenay Shipley, founder of Retirement Planology. She's not just redefining how businesses handle retirement; she's making it accessible, understandable, and essential for companies looking to retain talent and provide meaningful benefits. Courtenay breaks down how strategic retirement planning impacts recruitment, retention, and a company's bottom line—all while making the topic engaging and digestible.   Episode Highlights:   Why retirement planning is essential for employee retention and business success “Retirement Planology” – what it means and why branding matters Creative benefits that go beyond traditional retirement plans The reality of Social Security and why it's not enough Options for different business sizes: Solo 401(k)s, Simple IRAs, and more How Courtenay pivoted from a music major to a top expert in retirement planning   Want to keep your top talent happy and loyal? Learn how strategic retirement planning can be a game-changer for your business.  Favorite Quote: “Social security - I also call it social insecurity - is usually between 20 to 40 percent of somebody's working income…That's a really good, solid basis. But we need to build on top of it.”   Connect with Courtenay: http://www.linkedin.com/in/cshipley https://www.retirementplanology.com/learnmore   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Haws Federal Advisors Podcast
FERS Retirement Benefits 101 (2025 Update)

Haws Federal Advisors Podcast

Play Episode Listen Later Nov 25, 2024 8:08


Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Unlock Your Wealth
Maximizing Your Social Security Benefits

Unlock Your Wealth

Play Episode Listen Later Sep 24, 2024 5:52


Raj Shah and Rick Borek focus on the importance of understanding Social Security benefits and the strategies to maximize them. They cover misconceptions about taking Social Security early and the emotional factors that influence decision-making.  For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Building PA Podcast
Maximizing Retirement Benefits: Navigating the Secure Act 2.0 with Alexander Papson

Building PA Podcast

Play Episode Play 27 sec Highlight Listen Later Sep 3, 2024 24:10


In the latest episode of Building PA Podcast, co-hosts Chris Martin and Jon O'Brien interview Alexander Papson from Schneider Downs about the Secure Act 2.0. Papson, an investment advisor specializing in retirement plans, discusses how the legislation aims to improve private retirement plans and outlines key provisions, including tax credits for employers and automatic enrollment options. They delve into challenges employers face, such as complying with new rules for long-term part-time employees, and offer resources for both employers and employees interested in understanding the implications of the Secure Act 2.0.

Secure Your Retirement
Navigating Your Social Security Retirement Benefits

Secure Your Retirement

Play Episode Listen Later Sep 2, 2024 19:29 Transcription Available


In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the intricacies of Social Security retirement benefits and answer some of the most commonly asked questions. They break down key topics such as when and how to apply for Social Security benefits, understanding the taxation implications, and how to maximize your benefits. Listen in to learn about the various factors you should consider when deciding when to apply for Social Security benefits, how Social Security benefits are calculated, and how different types of income, like IRA withdrawals, might impact your benefits. They also delve into common pitfalls to avoid and provide strategies for protecting yourself from Social Security scams. Whether you are just beginning to think about retirement planning or are already navigating the complexities of Social Security, this episode offers valuable insights to help secure your retirement.In this episode, find out:· When and how to apply for Social Security benefits to maximize your payout.· The impact of taking Social Security benefits before full retirement age.· How different types of income affect your Social Security benefits.· Strategies to avoid common Social Security scams.· The importance of accurate income reporting for your Social Security record.Tweetable Quotes:· "Social Security is something you only apply for once, so it's crucial to get it right the first time." – Radon Stancil· "Income from your investments doesn't count against your Social Security benefits, but earned income does." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Wealth Talks
2024 Olympics Ceremonies, Winning the Lottery & Retirement Benefits

Wealth Talks

Play Episode Listen Later Aug 27, 2024 25:23


Someone asked us to respond to the opening and closing ceremony at the 2024 Olympics, Brett asked us to talk about what someone should do with the money if they win the lottery, and Carlo asks if we had the choice between taking retirement benefits at $7800/mo. with lifetime free medical vs a lump sum of $1.5million dollars which one we would choose. 3 completely different questions, but all interesting in their own way. We are going to talk about all three of these things today right here on Wealth Talks. If you you have a question, or would like us to comment on a topic, feel free to reach out in the comments below. Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163  Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8  Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast   

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Scheavosky McGawion Retirement Benefits Counselor & President of McGawion Insurance Pros

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Aug 11, 2024 17:51


Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America's best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and leading within his local community.Learn More: https://www.myinsuranceprofessional.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros

Business Innovators Radio
Interview with Scheavosky McGawion Retirement Benefits Counselor & President of McGawion Insurance Pros

Business Innovators Radio

Play Episode Listen Later Aug 11, 2024 17:51


Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America's best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and leading within his local community.Learn More: https://www.myinsuranceprofessional.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros

The Broadcast Retirement Network
Retirement Benefits in Job Postings

The Broadcast Retirement Network

Play Episode Listen Later Aug 2, 2024 13:18


#BRNAM #1792 | Retirement Benefits in Job Postings |  Allison Shrivastava, Economist with the Indeed Hiring Lab, Indeed.com | #Tunein: broadcastretirementnetwork.com | #GetTheFullStory. #JustTheFacts. #Everyday. #AllInOnePlace.

Category Visionaries
Dan Beck, CEO & Co-Founder of 401GO: $14 Million Raised to Build the Future of Retirement Benefits for Small Businesses

Category Visionaries

Play Episode Listen Later Jul 12, 2024 22:05


Welcome to another episode of Category Visionaries — the show that explores GTM stories from tech's most innovative B2B founders. In today's episode, we're speaking with Dan Beck, CEO & Co-Founder of 401GO, a retirement benefits platform that's raised over $14 Million in funding. Here are the most interesting points from our conversation: Diverse Entrepreneurial Background: Dan has a history of starting and exiting various businesses, ranging from consumer products to consultancy in China, and even a food truck. Motivation for 401GO: Inspired by a personal finance class in college, Dan's goal was to make retirement savings accessible and easy for small businesses after struggling to set up a 401K for his employees. Simplifying Complexity: 401GO focuses on reducing the complexity and cost traditionally associated with setting up 401Ks, allowing small businesses to set up a retirement plan in just 10-15 minutes. Advisor-Centric Platform: The decision to build a platform that integrates financial advisors was crucial, providing both high-tech and high-touch service to clients. Regulatory Tailwinds: State mandates requiring small businesses to offer retirement benefits have increased demand, positioning 401GO to capitalize on this growing market. Sustainable Growth: 401GO has experienced consistent month-over-month growth of 8-10%, with a strong focus on partnerships with financial advisors and payroll companies driving this success. //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io   The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co

The Broadcast Retirement Network
What the Chevron Decision Means for Retirement/Benefits Regulation

The Broadcast Retirement Network

Play Episode Listen Later Jul 7, 2024 21:10


#BRNSunday #1776 | What the Chevron Decision Means for Retirement/Benefits Regulation | David Levine & Kevin Walsh, Groom Law Group | #Tunein: broadcastretirementnetwork.com #JustTheFacts

Real Estate Is Taxing
#9: When You Should Pay Extra Tax On Rental Income Per The Courts

Real Estate Is Taxing

Play Episode Listen Later Jun 20, 2024 32:53 Transcription Available


 Understanding Short-Term Rental Tax Loopholes: Key Court Cases and Revenue Rulings Natalie discusses various court cases and revenue rulings that provide crucial guidance on this topic, including cases from 1965 to 2023. She highlights differing tax treatments based on the nature of services provided, whether the property is subject to self-employment tax, and the importance of understanding context to accurately apply tax laws. Tune in for a comprehensive overview of significant rulings and their implications for short-term rental property owners.Link To Court Cases:   https://www.natalie.tax/blog/strcasesFB Group For Tax Professionals:https://www.facebook.com/groups/realestatefortaxpros FB Group For Real Estate Investors:https://www.facebook.com/groups/REIKnowledgeVault 00:00 Introduction to Real Estate Taxing00:28 Understanding the Short-Term Rental Loophole01:01 Court Cases and Legal Guidance01:55 Debunking Myths About Short-Term Rental Laws02:59 Case Study: 1965 US Court of Appeals07:34 Revenue Rulings and Their Impact13:06 Two-Step Approach to Analyzing Services15:26 Exploring Substantial Services in Real Estate15:52 Court Cases on Retirement Benefits and Real Estate16:28 The Holohan v. Heckler Case Analysis19:28 Comparing Substantial Services in Different Contexts22:11 The Woodworth Case: Partnership and Self-Employment Tax25:46 The Morehouse Case: Land Rental and Government Programs28:34 Recent Developments in Short-Term Rentals and Tax Implications30:39 Conclusion and Further Resources 

The Federal Retirement Show
Understanding High-3: Maximizing Federal Employee Retirement Benefits

The Federal Retirement Show

Play Episode Listen Later Jun 14, 2024 14:26


This week on episode 96 of the Federal Retirement Show, Val dives into the crucial concept of High-3, a cornerstone of the federal retirement system. Whether you're a seasoned federal employee nearing retirement or a new hire planning ahead, understanding how your High-3 average salary is calculated can make a significant difference in your retirement benefits. Visit the Federal Retirement Show website for more information and to request a free copy of Val's book on federal benefits. Current or former federal employees are entitled to a complimentary consultation now! Book yours today at FederalRetirementShow.com Call our office: (833) 777-7ABXSee omnystudio.com/listener for privacy information.

The Federal Retirement Show
The Top 10 Mistakes Federal Employees Make with Their Retirement Benefits

The Federal Retirement Show

Play Episode Listen Later May 24, 2024 26:10


In this episode, Val highlights the top mistakes federal employees make when preparing for retirement. Visit Federal Retirement Show for more information and to request a complimentary copy of Val's book on federal benefits. Current or former federal employees are entitled to a complimentary consultation now! Book yours today at FederalRetirementShow.com Call our office: (833) 777-7ABXSee omnystudio.com/listener for privacy information.

Progressive Voices
Michael Cohen Testifies in Trump Hush Money Trial; GOP Threats to Americans' Retirement Benefits

Progressive Voices

Play Episode Listen Later May 13, 2024 40:19


The guest host for today's show is Brad Bannon. Brad runs Bannon Communications Research, a polling, message development and media firm which helps labor unions, progressive issue groups and Democratic candidates win public affairs and political campaigns. His show, 'Deadline D.C. with Brad Bannon,' airs every Monday from 3-4pm ET. Brad is first joined by Sarah Jones, Editor in Chief of PoliticusUSA, to discuss Trump's New York hush money trial, including Michael Cohen's testimony that took place today. Then, noted Economist, Dr. Rob Shapiro examines some troubling data regarding retirement security for Baby Boomers, as well as Republican threats to Social Security and Medicare. The website for PoliticusUSA is www.PoliticusUSA.com and their X handle is @PoliticusUSA. Sarah's handle is @PoliticusSarah. The website for Sonecon is www.Sonecon.com and Dr. Shapiro's handle on X is @RobShapiro. Brad writes a political column every Sunday for 'The Hill.'  He's on the National Journal's panel of political insiders and is a national political analyst for WGN TV and Radio in Chicago and KNX Radio in Los Angeles. You can read Brad's columns at www.MuckRack.com/Brad-Bannon. His handle on X is @BradBannon. You can watch the show's livestream at any of the following three links: X - https://twitter.com/i/broadcasts/1YqKDgnBnXkxV Facebook - https://fb.watch/s2kQc0XRsh/ YouTube - https://youtube.com/live/STerVwvlyZo

The Federal Retirement Show
Cover Your Bases with a Comprehensive Retirement Benefits Plan

The Federal Retirement Show

Play Episode Listen Later Apr 13, 2024 22:45


In this episode, Val offers guidance to help you make sure all your financial bases are covered as a federal employee.  Current or former federal employees are entitled to a complimentary consultation now! Book yours at FederalRetirementShow.com Call our office today: (833) 777-7ABXSee omnystudio.com/listener for privacy information.

The Capitol Pressroom
NYSUT wants to sweeten retirement benefits for recent public employees

The Capitol Pressroom

Play Episode Listen Later Mar 28, 2024 12:29


March 28, 2024 - New York State United Teachers President Melinda Person makes the case for public employees hired over the last decade and a half to enjoy the more lucrative pension benefits that their colleagues hired earlier are provided.

Troutman Pepper Podcasts
Long-Term Part-Time Employee Eligibility Rules Now in Effect

Troutman Pepper Podcasts

Play Episode Listen Later Mar 20, 2024 18:18


In the companion podcast to our recently published client advisory, Troutman Pepper Partners Emily Zimmer and Constance Brewster delve into the intricacies of the SECURE Act, also known as SECURE 1.0, and its successor, SECURE 2.0. They discuss the significant changes brought by these rules, the proposed regulations issued to clarify how these rules are applied, and the steps company-sponsored plans should be taking now.We are excited to announce that we will be hosting our annual webinar in September, which will provide a comprehensive look at the future landscape of employee benefits and executive compensation.

Critical Point
Are corporate pension plans making a comeback?

Critical Point

Play Episode Listen Later Mar 11, 2024 19:57 Transcription Available


For decades, companies with traditional pensions have been freezing those plans and replacing them with defined contribution options to help their employees save for retirement. But IBM made headlines when it restored its defined benefit program in early 2024. Three Milliman pension actuaries discuss this choice, new hybrid DB plan designs, and how plan sponsors can avoid the mistakes that led them to close their pension plans in the first place.You can read the episode transcript on our website.

The Federal Retirement Show
How Your Spouse and Children Affect Your Retirement Benefits

The Federal Retirement Show

Play Episode Listen Later Feb 23, 2024 14:57


In this episode, Val explains how a federal employee's retirement benefits can also work in the favor of one's spouse and children. Plus, Val explains what you need to know about FEGLI and your health insurance upon retirement. Current or former federal employees are entitled to a free consultation. Book yours at FederalRetirementShow.com Call our office today: (833) 777-7ABXSee omnystudio.com/listener for privacy information.

HR Party of One
What Role Does HR Play in Offering Retirement Benefits?

HR Party of One

Play Episode Listen Later Feb 15, 2024 12:57


Did you know HR is often the plan administrator for their workforce's retirement benefits? Let's cover what that means for employers and how HR can strategize this part of their role to empower employees to plan for their future—without adding too much work onto HR's plate. Payroll + HR + Benefits in an all-in-one solution. Request a BerniePortal demo today!https://www.bernieportal.com/get-a-demo/Find us at https://www.bernieportal.com/hr-party-of-one/BerniePortal: The all-in-one HRIS that makes building a business & managing its people easy. http://bit.ly/2NEQ5QbWhat is an HRIS?https://www.bernieportal.com/hris/BernieU: Your free one-stop shop for compelling, convenient, and comprehensive HR training and courses that will keep you up-to-date on all things human resources. Approved for SHRM & HRCI recertification credit hours. Enroll today!https://www.bernieportal.com/bernieu/Join the HR Party of One Community!https://www.bernieportal.com/community/▬ Contents of this Episode ▬▬▬▬▬▬▬▬▬▬00:00 Intro01:08 The Two Types of Plans SMBs Should Use 01:56 Simple IRAs02:35 Why 401(k)s Are Your Best Option04:44 Hardship Withdrawals07:44 Retirement Benefits Platforms - What to Expect09:54 HR's Role in Streamlining Benefits11:21 Final Thoughts▬ Episode Resources & Links ▬▬▬▬▬▬▬▬▬▬SECURE 2.0 Mandates Automatic Enrollment in 401(k)s & 403(b)shttps://blog.bernieportal.com/secure-2.0-mandates-automatic-enrollment-retirement-plans401(k) & FSA Contribution Limitshttps://blog.bernieportal.com/tax-brackets-401k-contributions-fsa-limitsHR Hierarchy of Needshttps://youtu.be/vzWMAuCLBJk4 Things HR is Nothttps://youtu.be/FyQ32TMHJIoBenefits Administration with BerniePortalhttps://www.bernieportal.com/benefits-administration/How to Boost Pay Equity Efforts in Your Organizationhttps://blog.bernieportal.com/boost-pay-equity-efforts▬ Social Media ▬▬▬▬▬▬▬▬▬▬▬► LinkedIn: https://www.linkedin.com/company/bernieportal▬ Podcast▬▬▬▬▬▬▬▬▬▬▬▬► Apple Podcasts:

Healthy Love and Money
Empowering Women To Engage In Their Whole Financial Life with Maggie Nielsen & Barb Provost

Healthy Love and Money

Play Episode Listen Later Feb 15, 2024 50:12


“You have to find the right financial professional because you're going to get financially naked with them.” Have you ever felt overlooked or misunderstood by your financial advisor? Maggie Nielsen and Barb Provost, the dynamic mother-daughter duo behind Purse Strings, join our host Ed Coambs to unpack the critical concept of financial intimacy and its transformative power in women's lives. Their personal journeys, combined with a trove of experience in adult education and business, fuel a conversation that sheds light on the financial industry's shortcomings and the dire need for women to step into their financial prowess. Navigating the financial landscape within relationships can often feel like threading a needle blindfolded, but it doesn't have to. In this episode, Maggie, Barb, and Ed address the fundamentals of financial empowerment, from the necessity of emergency savings to the wisdom of maximizing workplace benefits. Maggie and Barb champion the idea that regardless of gender, both partners in a relationship should command the financial reins as equals. They tackle the cultural stigmas around money talks, advocating for a shift towards collaborative and informed financial decision-making that can strengthen the bonds of any partnership. They delve into the importance of setting ambitious goals, advocating for career advancement, and actively managing finances through investments and salary negotiations. They also touch on the emotional complexities that come with financial planning, including how to handle unexpected windfalls with grace and intelligence. Listen in as Ed, Maggie, and Barb unravel the threads of financial intimacy, aiming to inspire you to wield your financial knowledge with confidence and share it forward to cultivate a culture of healthy fiscal management in your relationships and beyond. Key Topics: Welcome Maggie and Barb! (01:09) Financial Intimacy and Empowerment for Women (01:54) Gender Equity and Challenges Women Face in the Workforce (13:28) Financial Planning, Investments, and Retirement Benefits (16:38) Shared Financial Responsibilities in Relationships (18:46) Financial Planning and Retirement Goals for Women (30:59) Aligning Financial Resources with Personal Values for a Fulfilling Retirement (33:25) Women's Financial Security and Investment Returns (38:07) Managing Inheritances (41:32) Financial Planning for Women with Diverse Needs (45:50) Connecting with Maggie and Barb and the Resources of Purse Strings (48:45) Resources: PurseStrings.co Connect With Healthy Love and Money: Schedule your free 30-Minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

The Spurs Up Show
Bryce Koon of "247Sports" Talks How Nick Saban's Retirement Benefits LSU, Why 2024 Is "CFP Or Bust" For Brian Kelly, Surprising Success On The Hardwood And More

The Spurs Up Show

Play Episode Listen Later Jan 15, 2024 35:23


Bryce Koon of "247Sports" joins the show to talk all things LSU Tigers including how Nick Saban's retirement decision impacts the Bayou Bengals, why Garrett Nussmeier can lead LSU to the CFP in 2024, why Texas will have more success than OU in the SEC and much more. SECU has new video content every day so make sure you're subscribed: https://www.youtube.com/channel/UCsQmBNkPOToCPXQOxQmS9eg Subscribe to SEC Unfiltered, the best SEC podcast on the internet: https://podcasts.apple.com/us/podcast/sec-unfiltered/id1441899352 Website: https://www.secunfiltered.com/ Discord: https://discord.gg/secunfiltered X: ​https://twitter.com/SECUnfiltered Instagram: https://www.instagram.com/secunfiitered/ Facebook: ​https://www.facebook.com/SECUnfiItered Podcast: https://podcasts.apple.com/pl/podcast/sec-unfiltered/id1441899352 Let's get it! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Catching Up To FI
054 | Social Security Made Simple | Mike Piper

Catching Up To FI

Play Episode Listen Later Jan 7, 2024 88:15


Today Bill and Becky sit down with Mike Piper, author of the book, "Social Security Made Simple," to navigate through the many nuances of Social Security. They discuss everything from claiming strategies to survivor benefits as well as taxation and the implications of delaying benefits. Mike sheds light on the often overlooked aspect of spousal benefits, emphasizing that delaying your benefits can help boost the household income for as long as either spouse is alive. The team also explores the complications that can arise from differing ages and earning histories of spouses. Mike has numerous helpful resources available at his blog, Oblivious Investor, that simplify how Social Security works and how individuals can make informed decisions about when to file for benefits. Whether you're single, married, or thinking about retirement planning, this episode offers important insights to help you understand and maximize your Social Security benefits. Connect with us Buy us a coffee Resources mentioned on the show:   opensocialsecurity.com   Oblivious Investor   Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less by Mike Piper   ssa.gov/myaccount   Full Retirement Age   Primary Insurance Amount   4% Rule   SSA Windfall Elimination Provision   Social Security Bridge Payment   W-4V Form   Garrett Planning Network   Advice-Only Network   mike@obliviousinvestor.com     Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Rebuilding Retirement
Episode 1.05 Bob Toth on innovation in employer-sponsored retirement plans

Rebuilding Retirement

Play Episode Listen Later Dec 19, 2023 37:50


Bob Toth is an employee benefits attorney specializing in retirement income. He's practiced employee benefits law for 40 years, focusing on the design, administration, and distribution of financial products and services for retirement plans.Bob talks about the changing expectations for employer-sponsored retirement plans, what you should know to offer your clients guidance about annuities in 401(k) plans, and what he sees as the next innovation coming to employer retirement benefits.Go to Bob Toth's websiteSee more retirement risk management insights from Allianz...Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website is being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k), or other retirement plan for the purchase of an annuity or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment advisor.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.

FFG Financial Insights
Bonus: How Inflation Impacts Taxes and Retirement Benefits

FFG Financial Insights

Play Episode Listen Later Nov 17, 2023 12:30


Bonus episode time! This week Brian discusses how tax bracket thresholds and Social Security benefits are adjusted for inflation.Subscribe on YouTube: https://www.youtube.com/@fordfinancialgroupSubscribe on Apple Podcasts (or wherever you listen to podcasts): https://podcasts.apple.com/us/podcast...Questions? Email us at info@FordFG.comWeb: FordFG.comThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.There is no assurance that the views or strategies discussed are suitable for all investors. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. The economic forecasts set forth in this material may not develop as predicted.The report used in this episode was prepared by Clearnomics, Inc, Copyright (c) 2023 . All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.Tracking 

ASOG Podcast
Episode 138 - Revolutionizing Industry Training With Paul & Kristin Danner At ASTE 2023

ASOG Podcast

Play Episode Listen Later Nov 13, 2023 70:17


Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEShop-Ware gives you the tools to provide your customer with a unique and immersive buying experience.Click here to schedule a free demo: https://geni.us/Shop-WareUtilize the fastest and easiest way to look up and order parts and tires with PartsTech absolutely free.Click here to get started: https://geni.us/PartsTechIn this episode, recorded live at ASTE 2023, David and Lucas are joined by Kristin and Paul Danner of ScannerDanner.com. They take on many topics, from reflection on missed opportunities to the importance of education and the struggles businesses face. They discuss the importance of giving back, pursuing material possessions, and the path to personal and financial freedom.00:03:44 I like her. She can stay.00:08:51 Cars: twists, wires, changes, excitement, research, algorithms.00:15:55 Education aims to adapt to modern distractions.00:17:46 Millions of dollars worth of tools, including scan tools, tire changers, balancers, and alignment rack. Volvo Master technician brings excitement and innovation. High school instructors lack teaching focus.00:23:01 Podcast guest teaches class to CEOs. 00:27:53 Rich is crying, trying not to cry.00:34:20 Taking rights for granted, lack of unity.00:38:33 People want to get paid to learn.00:44:19 George's journey: prison, addiction, abuse, resilience.00:49:21 Career changes, kids leaving, new opportunities.00:59:00 Donating money, doing charity work, losing soul.01:04:59 Chasing after value, not material possessions.01:05:42 Financial freedom allows for flexibility and security.

Haws Federal Advisors Podcast
FERS Retirement Benefits 101: What Federal Employees Need to Know

Haws Federal Advisors Podcast

Play Episode Listen Later Nov 6, 2023 9:23


Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Dream Retirement in Mexico
Episode 21 - Retirement Benefits in Mexico: Discover the Benefits of Being Over 60 and Living in Mexico

Dream Retirement in Mexico

Play Episode Listen Later Nov 3, 2023 9:14


In this episode of the Dream Retirement in Mexico podcast, hosts Risa Morimoto and Taniel Chemsian discuss the benefits of living in Mexico for individuals over 60.  One of the main advantages of retiring in Mexico is the lower cost of living compared to other parts of the world. They then dive into the benefits provided by the National Institute For Older Adults (INAPAM) for individuals above 60. These benefits include discounts on property tax, water bills, transportation, stores, pharmacies, and even airlines. They mention that cultural centers, museums, and certain restaurants also offer discounts to cardholders. To obtain the card, foreigners need to provide their passport, residency card, court registry number, proof of residency, and undergo an interview process.    Interested in learning more about relocating or retiring to Mexico?   Join our FREE WEBINAR - Dream Retirement in Mexico.    Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.  It's free so what are you waiting for?

The Alaska Pilots Podcast
Elevate Your Retirement Benefits: 401(k) Spill Solutions

The Alaska Pilots Podcast

Play Episode Listen Later Oct 2, 2023 40:29


In the recently negotiated contract, higher pay rates and additional employer contributions to defined contribution (DC) plans were secured. As a result, these benefits will cause more pilots to exceed annual IRS limits on amounts that may be contributed to the PISP 401(k). Company contributions to 401(k) exceeding these limits spills into pilots' paychecks, thereby limiting potential tax-deferred and dues free retirement savings. The Alaska Pilots' Retirement and Insurance (R&I) Committee, professional ALPA staff and other subject matter experts have researched multiple tax-advantaged avenues to address the spill issue. Join host Strategic Communications Chair David Campbell as he discusses this issue and the solutions being worked on with MEC Chairman Will McQuillen, R&I Committee Chairman Shane Wrobel, R&I Committee member Jerry Traphagen, and ALPA Benefits Specialist Phil Borgman.  Alaska pilots may find additional information, including an animated video, FAQs, dates for upcoming coffee sits, and more by clicking here.

Second Breaks
206. What Even Is Retirement Anymore? Should Retirement Still Be A Goal?

Second Breaks

Play Episode Listen Later Jul 6, 2023 17:14


EPISODE SUMMARYRetirement in the 21st century looks and feels different from how our parents experienced their retirement. It's even going to be different from how we, once upon a time, might have imagined ourselves retiring.And while the loudest messages out there about retirement are all about financial security, investment strategies, and growing the nest egg, the truth is there's more to consider than just dollars and cents.So the question is, what now? What is our new relationship with the word? How should we think about retirement? Or should we, as many suggest, simply retire the word retirement altogether? You can find the written version of this episode here.IN THIS EPISODE When and how did traditional retirement begin How did retirement become associated with a life of leisure and relaxation The single most important reason why we need to reframe retirement How generations are shaping different perspectives of retirement  The harsh reality we must accept A couple of not-so-bold predictions ------------Connect with Lou Blaser on LinkedInSubscribe to Midlife Cues, a weekly newsletter about intentional living and personal growth in midlife.Work with Lou BlaserSupport the Show. Thank yos

Every Day is Saturday
Ep 57. Demystifying Social Security: Navigating Taxation and Maximizing Retirement Benefits

Every Day is Saturday

Play Episode Listen Later Jun 21, 2023 25:42


Should you be concerned about Social Security and the impact it may have on your financial future? Dating back to its enactment in 1935, social security was envisioned as a means of providing support during the later stages of life when individuals might be unable to continue working. While concerns about its longevity persist, it is important to note that the program has been extended until 2037. In this episode, we break down the intricacies of social security and dispel the misleading headlines that you may see in the news so that you can make the most of this vital retirement resource. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/57                      

WPRV- Don Sowa's MoneyTalk
Weighing Company Retirement Benefits

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later Jun 19, 2023 41:38


When changing jobs, salary is always a big deciding factor, but the retirement benefits companies offer can vary greatly and carry significant long term consequences. Nathan discusses how to factor company retirement benefits options into your decision making process as you search for a new job. Also, our MoneyTalk Moment in Financial History takes us back to the 1950s when Bank of America rolled out the first multipurpose credit card, forever changing the consumption habits of the middle class.Hosts: Steven Beauvais & Nathan Beauvais EA, CFP®, CIMA®; Air Date: 6/14/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

The Federal Retirement Show
The Importance of Educating Yourself About Retirement Benefits

The Federal Retirement Show

Play Episode Listen Later Jun 16, 2023 21:13


Val shares a story from a recent visit to a government convention, and stresses the importance of federal employees educating themselves about all of their options in retirement. Got questions about your retirement benefits? Current or former federal employees are entitled to a free retirement consultation. Book yours today at FederalRetirementShow.com Call our office today: (833) 777-7ABXSee omnystudio.com/listener for privacy information.

Retirement Talk Radio's Podcast
How Life Insurers Can Provide Differentiated Retirement Benefits

Retirement Talk Radio's Podcast

Play Episode Listen Later Jun 7, 2023 30:33


Many times we find that retirees only look at that investment pillar with the traditional assets in mind. They focus only on investments and ignore critical areas that also need attention.   In this episode, Laura Stover, RFC® and Michael Wallin, CFP® will break down an article on an area of diversification that could qualify for income planning, along with tax planning and estate planning. People can be closed minded to new ideas or non-traditional investments but we want to make sure that no option is left behind.   Today's discussion on life insurance and annuities could benefit you as a volatility buffer or with tax planning, so it's worth learning more about. The goal is to utilize a fully diversified portfolio and these tools might be part of constructing that during the Redefining Wealth® process.   Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/   Rate, Review and Subscribe to the Podcast: https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188   How to Connect: redefiningwealth.info lswealthmanagement.com Schedule a Review: https://redefiningwealth.info/schedule/   Timestamps (show notes): 4:13 – A little history on how retirement income has changed 7:54 – The tax component of this discussion 10:27 – How life insurance fits into a portfolio 14:25 – The modified endowment contract 17:36 – Why a fiduciary is so valuable in this process 23:32 – How the deferred income annuity could benefit you 26:24 – Utilizing a fully diversified portfolio.    

Your Retirement Planning Simplified
Fireside Financial Ep. 2: Maximizing Your Retirement Benefits

Your Retirement Planning Simplified

Play Episode Listen Later Jun 5, 2023 14:39


If you're feeling frustrated and overwhelmed by the complexity of CPP and OAS timing and the lack of customized strategies to help you achieve smarter retirement planning, then you are not alone!  Read the full show notes and find more information here: FF Ep 2 Show Notes

Money Girl's Quick and Dirty Tips for a Richer Life
Understanding Your Social Security Retirement Benefits

Money Girl's Quick and Dirty Tips for a Richer Life

Play Episode Listen Later May 31, 2023 16:51


Laura reviews how the Social Security retirement benefit works, including how you qualify, how much you receive, and six common myths. Even if you're nowhere near retirement age, getting familiar with the program is critical for sound financial planning.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links: https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/ 

The Stewardology Podcast
140: What To Do If Your Employer Has No Retirement Benefits

The Stewardology Podcast

Play Episode Listen Later May 30, 2023 32:49


Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss what to do if your employer does not offer any retirement benefits.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Cortburg Speaks Retirement
Optimizing Your Social Security Retirement Benefits

Cortburg Speaks Retirement

Play Episode Listen Later Apr 12, 2023 10:42 Transcription Available


In this audio podcast episode, Miguel Gonzalez talks about ways to optimize your social security retirement benefits by getting the best possible return possible on each dollar you have contributed to the system.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Marketplace All-in-One
Big federal spending bill brings new retirement benefits

Marketplace All-in-One

Play Episode Listen Later Dec 23, 2022 8:03


Lawmakers are close to passing a $1.7 trillion government funding bill, and we follow where the money is going. Also, we speak with Marta Tellado, president and CEO of Consumer Reports, about the cloudy picture of consumer rights in the digital age.

Marketplace Morning Report
Big federal spending bill brings new retirement benefits

Marketplace Morning Report

Play Episode Listen Later Dec 23, 2022 8:03


Lawmakers are close to passing a $1.7 trillion government funding bill, and we follow where the money is going. Also, we speak with Marta Tellado, president and CEO of Consumer Reports, about the cloudy picture of consumer rights in the digital age.

The Chris Miles Money Show
Understanding The Benefits Of Disability Insurance And Long Term Care With Greg

The Chris Miles Money Show

Play Episode Listen Later Aug 5, 2022 26:00


Are you committed to enriching your life to create a ripple effect on others? Do you want to gain freedom and more control over what's happening around you? Because of many uncertainties that could happen to anyone right now, you want assurance and stability. Join your host Chris Miles as he sits down for a conversation with Greg Nelson on the importance of disability insurance and long-term care. Greg is the owner of Strategic Benefit Coach, a full-service insurance agency. In this episode, he dives deep into health insurance and income protection plans so you can plan for your future and not worry about losing money when something happens. You need to feel secure, which means you must also think about your loved ones. Tune in to learn how to start making your money work for you.