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FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
Saving for retirement is only half the battle; knowing how to get your money out without getting burned by taxes or rigid rules is where things get complicated. In this…
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- Economy & Investments
- Economy & Investments
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- Estate, Legacy & Life Events
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- Federal Retirement Planning
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- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Videos
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Federal Employee Financial Planning: Intro to Estate Planning (EP23)
Heather Szajda, Partner at Virginia Estate & Trust Law, will be joining Tommy and John to discuss exactly what an…
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Federal Employee Financial Planning: Retirement Plan Success Rate = 100 % (EP22)
Michael, Tommy and John will be sharing their advice for effective goal setting, including how to ensure you’re setting yourself…
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Federal Employee Financial Planning: FEHB (EP21)
How FEHB coordinates with Medicare and why you must work with your financial planner to take advantage of this benefit…
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SPECIAL EPISODE: New Client Process & Client Experience
Tommy and John will be discussing their new client process, what the client experience is like and why this update…
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Federal Employee Financial Planning: Meet Your Hosts (EP20)
The upbringing, background and financial planning history of your hosts.
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Federal Employee Financial Planning: CSRS Vs. FERS (EP19)
Why FERS is actually just as good as CSRS, if not better, and several key components of FERS that you…
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Federal Employee Financial Planning: They Are Not Talking To You (EP18)
How to ensure you’re getting the unique advice you deserve.
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Federal Employee Financial Planning: The Year of Retirement (EP17)
Michael, Tommy and John will be discussing everything that you should have in place as you enter your golden years,…
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FEFP Podcast: Not All Open Seasons Are Created Equal (EP16)
How to ensure you’re making the most of your available benefits, and recognizing that some open seasons are rare and…
