The Spouse Benefit Plan by US VetWealth

Aug 01 2023 11 ep. 38 mins
The Spouse Benefit Plan by US VetWealth Podcast artwork

The Spouse Benefit Plan - Helping military couples and seasoned spouses keep or opt out of the Survivor Benefit Plan Check out our growing list of resources at our website thespousebenefitplan.com or contact Jen at [email protected] Connect with us on social media: https://www.linkedin.com/company/the-spouse-benefit-plan/ https://instagram.com/thespousebenefitplan https://www.facebook.com/thespousebenefitplan/ https://twitter.com/TheMilSpouseBP https://www.youtube.com/playlist?list=PLMUaLQy_PjUy8KjsoAcl0VOH61D_cJJZa The Spouse Benefit Plan has been appeared or featured in M.E. Magazine, USVW TV, Military Money Mistakes, Lessons Learned for Vets Podcast, Get2Vet Podcast, ShoutoutSoCal and The Rosie Network's 5th National Veteran & Military Spouse Entrepreneur Awards. This show is intended to be educational and not to be taken as financial advice. To discuss your unique financial situation, reach out to our show sponsor, US VetWealth at USVetWealth.com or email Jen Amos [email protected] Enjoy our show? Kindly leave us a 5-Star written review on Apple Podcasts, Podchaser or write a LinkedIn Recommendation for Jen https://bit.ly/3jNobz Want to hear more from Jen? Check out our parent show and award-winning podcast, Holding Down the Fort https://holdingdownthefortpodcast.com/

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010: "There's only a benefit when there's a survivor." Season Finale of The Spouse Benefit Plan with Jen Amos and Scott R. Tucker

Aug 01 2023 23 mins  
010: "There's only a benefit when there's a survivor." Season Finale of The Spouse Benefit Plan with Jen Amos and Scott R. TuckerJen Amos returns for the overdue season finale of The Spouse Benefit Plan by US VetWealth podcast! This show started around two years ago as a spin-off of Holding Down the Fort by US VetWealth podcast to help military spouses make informed decisions about

009: How many years does a surviving spouse have to live before they receive the lifetime value of the Survivor Benefit Plan?

Aug 15 2022 48 mins  
009: How many years does a surviving spouse have to live before they receive the lifetime value of the Survivor Benefit Plan?Jen Amos immediately continues her talk about the probability that a surviving spouse is going to outlive the retiree to receive the Survivor Benefit Plan from "Ep. 008: What is the actual probability of receiving the SBP? (Case Study: O5 retiring at 20 years

008: What is the actual probability of receiving the SBP? (Case Study: O5 retiring at 20 years with the Survivor Benefit Plan)

Aug 12 2022 50 mins  
008: What is the actual probability of receiving the SBP? (Case Study: O5 retiring at 20 years with the Survivor Benefit Plan)Jen Amos returns with a two part series to answer the big question: What is the actual probability of receiving the SBP? She shares general reflections of producing the Spouse Benefit Plan thus far, addresses the client skepticism her US VetWealth colleagues

007: Is the cost worth the benefit? (Case Study: O5 retiring at 20 years with the Survivor Benefit Plan)

May 27 2022 55 mins  
007: Is the cost worth the benefit? (Case Study: O5 retiring at 20 years with the Survivor Benefit Plan)Now that we've calculated Lt. Col. Rick Howard's Estimated Retired Pay, Jen Amos walks us through the Survivor Benefit Plan (SBP) Subsidy Program to calculate what could happen to him and his spouse should they keep the SBP. She also elaborates more on new terms: Today's Dollars,

006: What's your Monthly Barrel of Wine worth? (Case Study: O5 retiring at 20 years)

May 02 2022 43 mins  
006: What's your Monthly Barrel of Wine worth? (Case Study: O5 retiring at 20 years)Jen Amos turns our winery analogy into real dollars by doing an in-depth walkthrough of calculating the Estimated Retired Pay for Lt. Colonel Rick Howard - an O5 retiring at 20 years with the High-3 Calculator. If you haven't written down your numbers yet, this is the perfect opportunity to calculat

005: It's not a good thing when a surviving family member knows more about this than a seasoned spouse

Apr 22 2022 44 mins  
005: It's not a good thing when a surviving family member knows more about this than a seasoned spouseBy now, you may have learned a very important fact about your monthly retired pay that you can no longer unlearn. Jen Amos takes a moment from educating to have a heart-to-heart talk about what understanding the Survivor Benefit Plan and your military pension is all about: unlockin

004: If you had to choose between 100 cups of wine vs. 55 cups of wine, which one would you pick?

Apr 11 2022 43 mins  
004: If you had to choose between 100 cups of wine vs. 55 cups of wine, which one would you pick?How important is it for you and your family to protect the military pension? Jen Amos recaps how the military pension is more than a retired monthly pay by reiterating the wine analogy. Remember to refer to the last episode to learn how to calculate your Estimated Retired Pay, Total Ret

003: Here's what to say the next time someone says, "Thank you for your service."

Apr 01 2022 57 mins  
003: Here's what to say the next time someone says, "Thank you for your service."Jen Amos takes a detour from the Survivor Benefit Plan to talk about the most important thing it protects: your military pension. She explains the basics of the military pension, how to calculate your Estimated Retired Pay, and introduces financial terms: the "present value" and an "annuity." Lastly, s

002: I wish you didn't have to care about this topic

Feb 08 2022 46 mins  
002: I wish you didn't have to care about this topicHappy 2022! Jen Amos kicks off the new year with a commentary on her upcoming, yet-to-be-named book! She reads the transcript of the introduction, which talks about how she arrived to hosting The Spouse Benefit Plan, her background as a Gold Star family member, her award-winning podcast show Holding Down the Fort, why it's difficu

001: Death doesn't have to be a morbid conversation

Nov 15 2021 9 mins  
001: Death doesn't have to be a morbid conversationJen Amos, creator and co-host of the award-winning podcast Holding Down the Fort, introduces its sister show, The Spouse Benefit Plan. She brings light to the challenges that military spouses face, how her background as a Gold Star daughter inspires her work today, and touches upon the responsibility of a spouse to confidently keep