The Stacking Benjamins Show

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


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

The Stacking Benjamins ShowBy StackingBenjamins.com | Cumulus Podcast Network

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

1,930 ratings


More shows like The Stacking Benjamins Show

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,579 Listeners

Mark Levin Podcast by Cumulus Podcast Network

Mark Levin Podcast

23,258 Listeners

Red Eye Radio by Cumulus Podcast Network

Red Eye Radio

1,262 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,251 Listeners

The BOB & TOM Show Free Podcast by The BOB & TOM Show | Cumulus Podcast Network

The BOB & TOM Show Free Podcast

1,171 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

804 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

780 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,313 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

452 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

Jim Rome's Daily Jungle by Cumulus Podcast Network

Jim Rome's Daily Jungle

988 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,480 Listeners

The Chris Plante Show by WMAL | Cumulus Podcast Network | Cumulus Media Washington

The Chris Plante Show

1,801 Listeners

ChooseFI by ChooseFI

ChooseFI

5,169 Listeners

Inside of You with Michael Rosenbaum by Cumulus Podcast Network

Inside of You with Michael Rosenbaum

10,189 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

The Jim Rome Podcast by Cumulus Podcast Network

The Jim Rome Podcast

2,967 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,102 Listeners

Mike Drop by Mike Ritland

Mike Drop

6,503 Listeners

The Jim Rome Show by Cumulus Podcast Network

The Jim Rome Show

738 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

451 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

201 Listeners

The Benny Show by Benny Johnson

The Benny Show

2,275 Listeners

Talk Ville by Tom Welling & Michael Rosenbaum

Talk Ville

2,939 Listeners

America At Night with McGraw Milhaven by Cumulus Podcast Network

America At Night with McGraw Milhaven

86 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

350 Listeners

America In The Morning by Cumulus Podcast Network

America In The Morning

17 Listeners

U.S. Soccer Podcast by US Soccer | Cumulus Podcast Network

U.S. Soccer Podcast

56 Listeners

The Musers The Podcast by Cumulus Podcast Network

The Musers The Podcast

794 Listeners

Topical Fruit by Topical Fruit | Cumulus Podcast Network

Topical Fruit

3 Listeners

Next Role with Vernon Davis by Vernon Davis

Next Role with Vernon Davis

2 Listeners

The CJ Pearson Show by CJ Pearson

The CJ Pearson Show

9 Listeners