Our Ultimate Guide to Choosing Workplace Benefits (with Amanda Lannert)

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 5 October 2020

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Are you getting all of the mileage you can from your workplace benefits? LOTS of people are likely leaving money on the table by not layering benefits correctly, and TODAY we'll make sure you aren't one of them. Today Amanda Lannert, CEO of benefit-expert company Jellyvision, joins Joe to share best practices when it comes to increasing the mileage from your benefits. During Joe and Amanda's conversation, we'll walk through every benefit in the package and detail how to make better decisions about not just health insurance, life insurance, and disability coverage, but we'll also talk about flex spending accounts, health savings accounts, dependent care accounts, pet insurance, legal plans, supplemental hospital coverage, dental, and more. What's your retirement plan? We'll kick off our headlines segment by sharing the very scary retirement plan that far too many Americans are relying on. If you're reading this, you just might be the saver in your group of friends... and after you hear today's statistics you'll want to make sure your friends aren't including YOU as THEIR emergency plan. Plus, in our second piece, one lucky man found a 9-caret diamond in a public state park. As it turns out, it doesn't matter how you come into money, the IRS will find you, and they'll get their due. (On the other hand... public roads are nice too). We'll finish the show with a Haven Life Line question. Brian's company started offering withdrawls on after-tax contributions. Brian plans on using the mega back door Roth IRA instead of a 529 plan for his two-year old. He wants to pull out the contributions only and let the growth be used for retirement savings. Brian asks: what do we think of his plan? Of course, we'll also give Doug will some air time to deliver his trivia! Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi, I'm Eric Rosenberg from Personal Profitability, and when I'm not busy hustling my Tuckus off, I am Stackin'
0:32.0	Live from Joe's mom's basement, and today we're gonna be your friends with benefits.
0:32.8	That's right.
0:33.8	Today helping us help you with your workplace benefits, we welcome the CEO of Jelly Vision,
0:40.3	Amanda Lannert.
0:41.8	Plus, what if your retirement plan doesn't go,
0:45.0	according to plan?
0:48.0	Do you know if you are someone else's fallback plan?
0:52.0	We'll talk about mooching off those saps who save in today's
0:56.0	headline segment.
0:57.8	And don't you worry, we'll still have enough time to toss out the Haven Lifeline to Brian, who wants to do some extreme college planning.
1:05.0	Get this!
1:06.0	He's thinking about using a Roth IRA
1:10.0	in place of a 529 plan.
1:12.0	Easy on that, Brian, pump the brakes. in place of a 529 plan.
1:12.8	Easy on that, Brian, pump the brakes.
1:15.3	I bet Brian's real fun at parties.
1:17.5	But I'll save the day by sharing some thrilling trivia with you.
1:23.0	And now, two guys who I've finally caught up with here in the Great Southwest,
1:28.0	it's Joe and O, J, J, J, J, J, J, J, J, J, J, G. and oh and oh j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j j So do we tell him how soon he's going to be till we leave? I was just thinking that. I felt like he missed that part of the team meeting the other day. I think we've said it already a couple of times to him, but he just, he's not internalizing it.
1:53.8	He's just, he's so road, road beaten.
1:57.7	We've told him 50 times that we were on our way here and he heads for Vermont.
	...

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