Insurance & Benefits
Podcast Episodes
Featured Episode
Episode 211: The Truth About the Cost of Healthcare in America
Americans pay about double what other countries do for healthcare, and it keeps getting harder to actually get. Jordan Grumet, MD, the hospice doctor known as Doc G, returns to talk with Dr. Jay Zigmont, CFP® about why the system isn’t broken by accident, but built to pull money away from patients and the people who care for them.
Articles
Do I Need Disability Insurance?
Disability insurance is of special concern for Childfree people — here’s how it works and when you might need a policy.
What Employee Benefits Should I Take?
Maximize employee benefits: evaluate health insurance options, retirement plan features, FSAs, HSAs, and other valuable workplace perks strategically.
Should I Rollover My 401(k)?
Navigate 401(k) rollovers confidently. Learn the pros, cons, and tax implications when changing jobs or retiring early.
Incentive Stock Options: The Basics
Master incentive stock options (ISOs): how they work, tax implications, exercise timing, and strategies to maximize their value.
What Is a Backdoor Roth Conversion?
High earners: Learn the backdoor Roth conversion strategy to bypass income limits and access tax-free retirement growth.
Do I Need Life Insurance Without Kids?
Life insurance without kids: when Childfree people truly benefit from coverage and when it’s perfectly fine to skip it.