From Paychecks to Purpose

Deep Dive: Insurance, 401k Match, ESPP


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This week's episode is all about employer benefits, from health insurance to stock options! I go through each benefit listed below, giving a 101 overview of things to pay attention to, as well as a tax overview since it is tax season!

Benefits Reviewed:

  • Health Insurance
  • Dental/Vision Insurance
  • Accidental Death & Dismemberment Insurance
  • Life insurance
  • Disability Insurance (short-term and long-term)
  • Employer Paid Taxes (Social Security and Medicare Taxes)
  • 401ks: Fund Options, Match Types, etc.
  • ESPP
  • RSUs
  • Stock Options
  • Wash Sale Rule

Media:

How to Save For Retirement: https://open.spotify.com/episode/1Cy85AshjM8AYNBcQWEA69?si=APWeXPT4SIOCdxuFI_XqnQ

Money with Katie on External Disability Insurance: https://open.spotify.com/episode/1D0ZMkKNh87p7q49CscNyn?si=ScV57fIVRMKxfwi_PONsww

Frugal Friends on Buying Cars: https://open.spotify.com/episode/11fnT6DJcxAmoj1elR5AUX?si=78hcsvo7T1i8QTEBCDJ-cA

Hank Green and Jason Mantzoukas: https://youtu.be/RuuyCOnuBDA?si=giSqtXNkfQCZ56Gf

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From Paychecks to PurposeBy Blue