Insurance & Benefits
Podcast Episodes
Featured Episode
Episode 155: Unpacking Your Employee Benefits
Unlock the mysteries inside your employee benefits package. (Yes, it’s possible.)
Articles
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.
How to Execute a Backdoor Roth Conversion
Execute a backdoor Roth conversion successfully. Step-by-step process to avoid mistakes and maximize your tax benefits.