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  • FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
    Federal Retirement Planning, Planning Your Federal Retirement, Podcast, Thrift Savings Plan

    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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  • Videos
  • Financial Planning Foundations, Podcast

    FEFP: Why Federal Retirees Need Specialized Advice (EP75)

    Are you making the most of your mortgage options? About the Episode: •Specialized advice federal retirees need •Key mortgage moves:…

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  • Financial Planning Foundations, Podcast

    Federal Employee Financial Planning: Protecting You from Yourself (EP74)

    Are you your own worst enemy? About the Episode: •When to start thinking about insurance •Common biases that can hold…

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  • Podcast, Social Security

    FEFP: Maximizing Social Security with Elaine Floyd (EP73)

    What you can do to maximize Social Security About the Episode: •How to maximize Social Security benefits •Understanding the impact…

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  • Financial Planning Foundations, Podcast

    FEFP: Are You Ready to Hire a Financial Advisor? (EP72)

    When are you ready for a financial planner? About the Episode: •If you’re ready to hire a financial advisor •The…

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  • Podcast, Secret Millionaire- the value of federal benefits

    Federal Employee Financial Planning: Activate Millionaire Powers (EP71)

    Are you wealthier than you think? About the Episode: •How to activate your millionaire powers •The importance of proactive financial…

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  • Financial Planning Foundations, Podcast

    FEFP: Mastering Your Financial Plan (EP70)

    What we learned from our strategic planning meeting season. About the Episode: •Why we hold strategic planning meeting seasons •The…

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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: Distribution Planning Assumptions (EP69)

    Is there a problem with having a one-time financial plan? About the Episode: •The importance of having an ever-evolving financial…

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  • Podcast, Thrift Savings Plan

    FEFP: TSP Competitive Advantages and Disadvantages (EP68)

    How much do you know about your TSP? About the Episode: •The competitive advantages and disadvantages of the TSP •What…

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  • Financial Planning Foundations, Podcast

    Federal Employee Financial Planning: Financial-Planner-to-Client Ratio (EP67)

    How many clients is too many clients? About the Episode: •Why we limit the amount of clients we take on…

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