The Legacy Lab
Welcome to the Legacy Lab. This is your one stop destination for insights and strategies to build a lasting legacy. Whether it's managing health benefits, growing your retirement nest egg, or safeguarding your business with innovative risk solutions, we're here to empower you to thrive today and secure tomorrow.
Be sure to subscribe and catch our new episodes every other week as we talk about what matters most for your health, wealth, and peace of mind.
All Episodes
The 5-Minute Risk Checkup Every Business Needs
Are you over-insured, under-protected, or both? In this episode of The Legacy Lab, Megan, Ashley, and Tom break down common insurance gaps, why outdated policies cost business owners money, and share a quick “5-Minute Risk Checkup” to spot red flags fast. Plus, hear real examples of how a simple policy review can save thousands and strengthen your protection. The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.Open Enrollment 101: Make the Most of Your Benefits This Year
It’s open enrollment season — and whether you love comparing insurance plans or dread it every year, this episode is for you. Megan and Ashley break down the essentials in simple, stress-free language so you can confidently choose the benefits that fit your life and budget. The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.Retirement Planning with Increased Longevity
People are living longer than ever, which means your retirement plan needs to go the distance. In this episode of The Legacy Lab, Megan and Ashley talk with RMC Group’s Tamara Middleton about how to plan for a 30–40 year retirement. They discuss saving strategies, income diversification, and preparing for healthcare and lifestyle costs so your money—and your life—last longer. The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.Retention Isn’t Free – The ROI of Vision, Dental & Ancillary Benefits
In this episode of The Legacy Lab, we tackle a crucial topic for employers: retention and the often-overlooked role of ancillary benefits in driving it. Joining me is Sue Nelson, VP of Health and Benefits at RMC Group, who shares insights on how investing in vision, dental, and supplemental coverages can lead to significant long-term savings and improved employee satisfaction. We discuss the hidden costs of turnover and how these benefits not only enhance workplace attractiveness but also contribute to better productivity and morale. Discover practical strategies to tailor your benefits offerings, maximize ROI, and ultimately secure your business's future. Tune in to learn how small investments can yield substantial returns in retention and organizational success.