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
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.
What Is an FSA or HSA?
FSA vs. HSA: understand the key differences between these health savings accounts and determine which fits your situation best.
How Does Property & Casualty Insurance Work?
Protect your assets with the right insurance: homeowners, renters, auto, umbrella coverage, and what you actually need.
I Have Stock Options: What Should I Do?
Navigate employer stock options confidently. Learn exercise timing, tax implications, and common mistakes to avoid with your equity.
Roth Conversion 101: Should You Make the Switch?
Roth conversion decision guide: evaluate benefits, calculate tax implications, and determine if converting traditional accounts makes sense now.
Pensions: What They Are & How They Fit Your Plan
Pensions explained: traditional pension mechanics, lump sum versus annuity decisions, survivor benefit options, and retirement planning integration.