Podcasts

Diane Kennedy, CPA, is head of tax education for Lettuce Financial, strategic tax consultant, founder of USTaxAid.com and best-selling author.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found.

Ran Harpaz is founder and CEO of Lettuce Financial, an AI-powered operating system built for solopreneurs.

Employees don't just want tools, they want solutions that are timely, personalized and easy to navigate.

Individual Coverage Health Reimbursement Arrangements offer increased flexibility and cost control, making them an appealing option for many business owners.

Whitney Stidom is vice president of employer enablement at eHealth, a leading online health insurance marketplace that helps consumers confidently navigate their health benefit decisions. 

Kim Johnson is the Senior Vice President of Customer at Hi Marley, where she leads the company's customer strategy and ensures that the carrier voice is embedded into the company's product and service offerings. With over 20 years of experience in the insurance industry, Kim has a proven track record in customer experience (CX) strategy, technology, and driving large-scale transformation initiatives. Prior to joining Hi Marley, Kim held senior leadership roles at Liberty Mutual Insurance, where she led CX strategy and managed software product development for servicing and claims. She also spent significant time at Allstate Insurance, working across Technology, Human Resources, and Claims. Kim began her career at Accenture, specializing in change management and consulting for financial services.