Episode 8

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

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):

Announcements

  • We're excited to announce that Holding Down the Fort by US VetWealth is a Finalist for the 13th Annual Plutus Awards presented by Capital Group for "Best Military Personal Finance Content!" The winners will be revealed at the Plutus Awards on September 9 at FinCon22 in Orlando! Learn more at https://www.plutusawards.com/finalists
  • From August 19 to 20, 2022, Jen Amos will be moderating at Disney Institute's Veterans Institute Summit, which focuses on supporting and enabling veterans and military spouses in meaningful employment. View the speaker line up and learn how you can register for the live stream at https://www.disneyinstitute.com/disney-institute-summits/veterans-institute-summit/speakers/

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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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Check out our growing list of resources at our website thespousebenefitplan.com or contact Jen at jen@usvetwealth.com

Connect with us on social media:

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 jen@usvetwealth.com

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 sister show and award-winning podcast, Holding Down the Fort https://holdingdownthefortpodcast.com/

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About the Podcast

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The Spouse Benefit Plan by US VetWealth
Helping career military families keep or opt out of the Survivor Benefit Plan

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About your host

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Jen Amos

Jen Amos is a Gold Star daughter, Veteran Spouse, and an advocate for Career Military Families. Amongst the military community, she is most known as the creator and co-host of the award-winning podcast show, Holding Down the Fort by US VetWealth. She works with her husband, Scott R. Tucker, as the Community Relations Director at US VetWealth, which is an award-winning business that specializes in financial services for Career Military Families. Jen currently spearheads US VetWealth's latest initiative, The Spouse Benefit Plan, which helps career military couples make the most important decision before transition: to keep or opt-out of the Survivor Benefit Plan. You can read more about Jen Amos' work in the Spring 2022 Military Entrepreneur Magazine by The Rosie Network (Pg. 16).