Saving With Steve

276: Beyond the Paycheck: Making Your Benefits Work Harder with Kathryn Larkin


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In this episode of Saving With Steve, host Steve Sexton is joined by Kathryn Larkin, the head of global benefits for Vanguard, an investment management firm. They discuss getting the most out of your benefits.

Kathryn dives into:

  • Treating your benefits like a hidden savings layer
  • The importance of reviewing FSA/HSA balances and your plan's eligible expenses
  • Scheduling needed care so that dollars don't go unused
  • How to make dependent care work for real life
  • How to align registrations/reimbursements with your household cashflow calendar
  • What you can do to unlock wellness incentives and map fixed expenses to eligible costs
  • How to coordinate benefits with life events

Learn more about the show at www.SavingWithSteve.us

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Saving With SteveBy Steve Sexton

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