One in five adults will experience an unexpected medical bill. Sixty percent of non-retirees do not believe their retirement savings are on track, and an alarming 25 to 50% of US households who have done some preparing for retirement believe that they will end up short of the savings needed to retire.  Check out my course, Unlocking Financial Wellbeing, if you want to stop living paycheck to paycheck. Win the credit card debt floating game, and discover your core money values.

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Navigating healthcare coverage can be confusing and frustrating. Every time there's a new regulation, it makes the healthcare system that more complicated. Josh Meyer and Jennifer Schuster from Segal Benz Communications are back for their final installment and share some ways that multiemployer plans customize communication to simplify navigating healthcare coverage for their participants. 

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Knowing that you have financial planning tools is the first step on the path to financial wellbeing. Jennifer Schuster and Josh Meyer from Segal Benz Communications return to the podcast and share some tips and tools of how they communicate financial wellbeing to their Taft-Hartley clients. Segal Benz aggregates information and financial tools for multiemployer plans and then delivers access to those participants.

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An alarming 50% of Americans are under-prepared for retirement, and 40% of personal bankruptcies are caused by excessive bills. Financial wellbeing impacts every area of our lives and is important to our overall quality of life, but what does it take to have financial wellbeing? It takes financial literacy and planning, but you first must know where to start. Traci welcomes Jennifer Schuster and Josh Meyers from Segal Benz Communications, a firm that works with multiemployer plan sponsors to enhance the communication and the delivery of financial tools.

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The type of pension plan you have may play a role in happiness and retirement. According to a 2000 poll conducted by the Center for Retirement Research, retirees with a defined benefit plan were 5.6% happier than retirees with no pension while those with a defined contribution plan were only 4.6% happier. However, retirees with both a defined benefit and a defined contribution were 9% happier than those without a pension. David Blumenstein, President and CEO of Segal, returns to the podcast. David shares his thoughts on why union workers are more satisfied with their retirement plans and how following curiosity instead of passion can lead to personal happiness.

RESOURCES:

In Part 1, David, shares his family's amazing story of hope and perseverance during the Holocaust. Here is the link to that episode:

https://www.buzzsprout.com/412150/11529319-an-inspiring-holocaust-story-and-segal-s-mission.mp3?download=true

For more about David's Family Holocaust story, here are the links:

Regional Emmy Award and National Emmy Nominated Film - Finding Family 

https://vimeo.com/544128302 

David's father donated his trove of Holocaust material to the Cincinnati Holocaust and Humanities Center and the US Holocaust Memorial Museum. Here is a link to the US Holocaust Memorial Museum information.

https://collections.ushmm.org/search/catalog/irn520490 

For the PDF book co-authored by David's father, which includes the 150 translated letters, David's grandmother wrote his grandfather during the war. Please email [email protected].

This book gives an actual perspective of daily life as a refugee and the desperate struggle of a mother to find a way out of Europe. It includes the broader story of what happened to Jews during WWII and what the world was aware of as the exterminations were being carried out. 

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David Blumenstein, President and CEO of Segal, shares how multiemployer benefit funds provide peace of mind for participants. Listen to part one of our conversation at  https://www.multiemployerfunds.com/  
#multiemployerfunds, #benefitplans, #solutionsprovider, #ARPA

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In today’s episode of the ‘The World of Multiemployer Benefit Funds’ (Where experts share their insights and stories on busting myths about the labor movement). Today the host Traci Dority-Shanklin (Managing Partner at Sisu Partners) talks with David Blumenstein (President, and CEO of Segal. Segal provides various consulting services including actuarial health benefits, human resources, investment, fiduciary insurance, communication, and technology.) David Blumenstein is a frequent speaker at benefits, conferences, and other industry forums, and a published author on health care and retirement benefits topics. In the episode, David tells us about his family’s historical Holocaust story, and how he emerged in this career.

For more about David's Family Holocaust story, here are the links:

Regional Emmy Award and National Emmy Nominated Film - Finding Family 

https://vimeo.com/544128302 

The Cincinnati Holocaust and Humanities Center also produced a shorter "slide show" about David's father's life. 

https://storymaps.arcgis.com/stories/0a1efdd9ac764f9eaefb19eea7c007e1 

David's father donated his trove of Holocaust material to a combination of the Cincinnati Holocaust and Humanities Center and the US Holocaust Memorial Museum. Here is a link to the US Holocaust Memorial Museum information.

https://collections.ushmm.org/search/catalog/irn520490 

For the PDF book co-authored by David's father, which includes the 150 translated letters, David's grandmother wrote his grandfather during the war. Please email [email protected].

This book gives an actual perspective of daily life as a refugee and the desperate struggle of a mother to find a way out of Europe. It includes the broader story of what happened to Jews during WWII and what the world was aware of as the exterminations were being carried out. 

Support the show

Contact:
[email protected]
www.sisupartnersllc.com

Support the show

Contact:
[email protected]
www.sisupartnersllc.com

Support the show

Contact:
[email protected]
www.sisupartnersllc.com