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THE UPSIDE with Callie and Jeff Dauler

S11 EP62: ADULTING THINGS BONUS EPISODE - THOSE PESKY WORK-RELATED FORMS

THE UPSIDE with Callie and Jeff Dauler

tentwentytwo

Relationships, Society & Culture, Personal Journals

4.04.7K Ratings

🗓️ 18 May 2022

⏱️ 21 minutes

🧾️ Download transcript

Summary

This third episode of our ADULTING THINGS answers questions about picking benefits and your tax exemptions with your employer.. Our guest is Rebecca Richardson from ATLas Investment Advisors. This bonus episode of THE UPSIDE with Callie and Jeff is presented by Path2College / Georgia's 529 program. We have been talking about starting a college fund for Ellie since before she was born, but haven't made it happen yet. That all changes this month! Ellie will have a Georgia 529 account and be on her way to a saving for school. Our guest is Mitch Seabaugh, and he runs the Georgia Path2College / Georgia's 529 program and has all the answers to all of our questions. If you're ready to get started, visit callieandjeff.com/college today! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

There's something so romantic about winter and I don't know whether that's just because

0:05.4

I'm a bit for homebody and I love a 5.

0:08.0

But I think it's just the holiday period.

0:10.2

It's just for me, it's the most romantic period.

0:14.2

And I think anyone who's listened to my records will know that I'm quite a big fan of romance.

0:18.8

Joy in every sip with red cups now back at Starbucks.

0:26.3

After college, Georgia's 529 program has been so kind to sponsor these episodes that

0:33.5

we're doing all about adulting.

0:35.8

We started with creating a college fund for Ellie, obviously a Georgia's 529 account.

0:42.1

That was step number one.

0:43.9

Step number two was learning about life insurance and wills and estate planning and stuff like

0:53.9

that.

0:55.1

And then this is episode number three where we're going to talk about making the proper

1:02.7

choices when you start a new job or when you have to pick your benefits.

1:09.1

So joining us again is Rebecca Richardson with Alice Investment Advisors.

1:13.7

And we had so many more questions that we had on the table after our first conversation

1:20.9

with her because she was so good and the questions were just flowing.

1:25.0

So we had to continue.

1:34.4

Welcome to a bonus episode of The Upside with Kelly and Jeff.

1:38.4

This episode is part of our special series on adulting brought to you by Path to College,

1:43.8

Georgia's 529 plan.

1:45.9

Rebecca, I'm so glad you're back because there is something that has stumped me.

...

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