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 receive when proposing private financial solutions, and explains where she first heard the "morbid talk." Then, she walks the listener through the SBP Probability Calculator to determine what is the actual probability that a retirees' spouse will receive the SBP.
Resources (in the order mentioned):
ANNOUNCEMENT: As of summer 2023, The Spouse Benefit Plan by US VetWealth podcast will be on hiatus. For a continuation of the Survivor Benefit Plan discussion, we invite you to join US VetWealth's FREE resource hub, Military Retirement Blueprint, which also includes a FREE digital copy of Scott R. Tucker's latest book, Don't Forget Your War Chest. Join today by visiting https://usvetwealth.com/war-chest-learning-center-access-the-military-retirement-blueprint/
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The Spouse Benefit Plan has been appeared or featured in M.E. Magazine, The Leadership Void Show, 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@example.com
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Want to hear more from Jen? Check out our sister show and award-winning podcast, Holding Down the Fort https://holdingdownthefortpodcast.com/