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Unpacking Your Perks: Making the Most of Your Employee Benefits with Christy Smith, Ep 155

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Manage episode 505509172 series 3464589
Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ever feel like your employee benefits package is a mystery? You're not alone! In this episode, Bri sits down with benefits expert Christy Smith from The Horton Group, a Marsh & McLennan Agency, to demystify the world of workplace perks. Christy, who has extensive experience in HR and as an employee benefits broker, shares insights on everything from health, dental, and vision insurance to the often-overlooked benefits like disability and legal support. Get ready to learn how to ask your HR team for new benefits (yes, you can do that!) 2, why understanding your options is crucial, and the surprising ways some companies are making benefits more inclusive (think doggy daycare!). Plus, we dive deep into the power of Health Savings Accounts (HSAs) and why they might be your secret weapon for retirement savings. Tune in and empower yourself to make the most of your workplace benefits!

Timestamps:

- 00:52: Christy's journey from HR to employee benefits broker.

- 02:24: Common misconceptions about workplace benefits and how to approach your HR team.

- 06:41: Navigating multiple health plan choices and software to assist in decisions.

- 09:50: The evolution of vision and dental insurance.

- 13:17: Inclusive benefits like "doggy daycare" and pet insurance.

- 15:56: The importance of understanding company culture for tailored benefits.

- 18:48: Deep dive into short-term and long-term disability, including state-paid leave benefits.

- 23:14: Understanding legal benefits and Employee Assistance Programs (EAPs).

- 27:50: The one employee benefit Christy wishes everyone would maximize (hint: it's about retirement!).

- 33:28: Key advice for open enrollment season.

Connect with Christy:

- LinkedIn http://www.linkedin.com/in/christy-smith-cebs-49283810

- The Horton Group, a Marsh & McLennan Agency https://www.thehortongroup.com/

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at [email protected], follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 505509172 series 3464589
Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ever feel like your employee benefits package is a mystery? You're not alone! In this episode, Bri sits down with benefits expert Christy Smith from The Horton Group, a Marsh & McLennan Agency, to demystify the world of workplace perks. Christy, who has extensive experience in HR and as an employee benefits broker, shares insights on everything from health, dental, and vision insurance to the often-overlooked benefits like disability and legal support. Get ready to learn how to ask your HR team for new benefits (yes, you can do that!) 2, why understanding your options is crucial, and the surprising ways some companies are making benefits more inclusive (think doggy daycare!). Plus, we dive deep into the power of Health Savings Accounts (HSAs) and why they might be your secret weapon for retirement savings. Tune in and empower yourself to make the most of your workplace benefits!

Timestamps:

- 00:52: Christy's journey from HR to employee benefits broker.

- 02:24: Common misconceptions about workplace benefits and how to approach your HR team.

- 06:41: Navigating multiple health plan choices and software to assist in decisions.

- 09:50: The evolution of vision and dental insurance.

- 13:17: Inclusive benefits like "doggy daycare" and pet insurance.

- 15:56: The importance of understanding company culture for tailored benefits.

- 18:48: Deep dive into short-term and long-term disability, including state-paid leave benefits.

- 23:14: Understanding legal benefits and Employee Assistance Programs (EAPs).

- 27:50: The one employee benefit Christy wishes everyone would maximize (hint: it's about retirement!).

- 33:28: Key advice for open enrollment season.

Connect with Christy:

- LinkedIn http://www.linkedin.com/in/christy-smith-cebs-49283810

- The Horton Group, a Marsh & McLennan Agency https://www.thehortongroup.com/

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at [email protected], follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

  continue reading

173 episodes

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