july 3, 2013 * page presentation title livesmart…movesmart…worksmart tools for balancing...
TRANSCRIPT
July 3, 2013 *PagePresentation Title
LIVESMART…MOVESMART…WORKSMART
Tools for Balancing Life’s Priorities5Buckets Principle™September 17, 2014
July 3, 2013 *PagePresentation Title
Agenda
• Learn the Five Bucket Principle
• Obtain the tools to prioritize
• Think about the BIG PICTURE without ignoring the little things that matter
July 3, 2013 *PagePresentation Title
Five Buckets
1. Work & Career
2. Personal Growth and Development
3. Family & Friends
4. Community - Connections
5. Financial
July 3, 2013 *PagePresentation Title
“Take your life in your own hands and what happens? A terrible thing: no one to blame.”
– Erica Jong
July 3, 2013 *PagePresentation Title
Financial – Managing Money
• Goal setting
• Nickel and dime spending
• Retirement planning
• Start now
• Meat vs. Gravy
• Be prepared for the
unexpected
• Debt management
• Family values
• Inheriting spending habits
July 3, 2013 *PagePresentation Title
Pre-tax contributions• All employees can contribute up to 30% of eligible pay, up to the IRS limit:
— $17,500 if under age 50— $23,000 if age 50 or older, or turning age 50 in 2014
• All employees set up with automatic 5% pretax contribution and enrollment in the Financial Engines Professional Management Program
• Motorola Mobility matches 100% of employees’ contributions, up to the first 4%• Employees are immediately vested in their contributions; vested after one year in
Motorola Mobility’s contributions
After-tax contributions• Can contribute up to 20% of eligible pay• Immediately vested• Combined pre-tax and after-tax contribution for 2014 is $51,000
https://sites.google.com/a/motorola.com/portal/hr/pay-finances/retiring-investing/401-k
Aon Hewitt Personal Finance Center• Provides access to a network of fully vetted financial planners in your area• Call 1-866-437-3375, email [email protected], or online on Your Benefits Resources
under the Savings and Retirement tab on the home page.
401(k)—Plan Overview
July 3, 2013 *PagePresentation Title
Professional Management Program• Investment funds managed by professionals• Annual fee to participate
— Account balance of $5,000 to $100,000: 0.35% fee— Next $150,000: 0.25% fee— Additional assets: 0.10% fee
• You can cancel your participation at any time
Personal Online Advisor• Online advice on how to invest your account• No fee to participate
• Mot-mobilitylivesmart.com
401(k)—Financial Engines
July 3, 2013 *PagePresentation Title
Additional Resources Available For You
Voluntary Benefits• Legal Assistance Plan through MetLaw/Hyatt Legal ($21.40 per month premium)• Assistance with Will preparation• Estate Planning• Debt management
• Free Will preparation also available through Prudential at estateguidance.com with Code: MMBWILL
• LifeCare Resource and Referral (www.lifecare.com)
• Anthem EAP services (anthemeap.com)
July 3, 2013 *PagePresentation Title
Will Power
• Active only in 1/6th of your brain
• 5/6th of your brain power operates at subconscious level
• Manual control rather than autopilot
• Enable yourself to stay motivated
July 3, 2013 *PagePresentation Title
“One worthwhile task carried to a successful conclusion is worth half-a-hundred half-finished tasks.”
- Michael S. Forbes
July 3, 2013 *PagePresentation Title
Let’s Recap The Five Buckets
1. Work & Career
2. Personal Growth and Development
3. Family & Friends
4. Community - Connections
5. Financial
July 3, 2013 *PagePresentation Title
Work & Career
•Reframe attitude
•List what you like about work
•Make a “D.I.G.” file
•Grow and learn
•Manage time wasters
Work harder than you ever thought you could!
July 3, 2013 *PagePresentation Title
Personal Growth & Development
Always be learning
•Brain exercises •Write eulogy/retirement speech•Re-evaluate your choices•Role model your priorities
July 3, 2013 *PagePresentation Title
Family & Friends
• Family
– Quality vs. Quantity time
– Listening– Set boundaries– It is ok to say no
• Friends
– Happy for you during good times, but will coach you through bad times
– Be selective
July 3, 2013 *PagePresentation Title
Community & Spirituality
• Outreach
• Volunteering
• Making Connections
• Giving, caring and mattering
• Involve family members
The world we live in really is small – even more important to care
July 3, 2013 *PagePresentation Title
Avoid Procrastination
• 50% average in making good decisions
• We’re good decision makers, NOT good problem solvers
• Analyze facts quickly, make decision, live with the results!
July 3, 2013 *PagePresentation Title
What 3 Action Steps will you commit to working on?
1. _______________________________________
2. _______________________________________
3. _______________________________________
July 3, 2013 *PagePresentation Title
• Daily Life resources
• Face-to-face sessions
• Legal/Financial consultations
• Child/Eldercare consultation & referrals
• ID theft prevention & recovery service
• Tobacco cessation: coaching & online
• Comprehensive website
Call 888-479-5855Or
go to our website at www.anthemeap.com
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Assistance for you and your family!