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  • FEFP: One Big Beautiful Bill Part 2 (EP100)
    Estate, Legacy & Life Events, Federal Retirement Planning, Planning Your Federal Retirement, Tax Planning

    FEFP: One Big Beautiful Bill Part 2 (EP100)

    What does the One Big Beautiful Bill mean for everyday taxpayers? And how will it shape the financial future of federal employees across the country? In this episode, we continue…

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  • Estate, Legacy & Life Events
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  • Financial Planning Foundations
  • Financial Planning Foundations
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  • Life insurance (FEGLI) & LTC
  • Life insurance (FEGLI) & LTC
  • Medicare, FEHB & Tricare
  • Medicare, FEHB & Tricare
  • Planning Your Federal Retirement
  • Podcast
  • Secret Millionaire- the value of federal benefits
  • Secret Millionaire- the value of federal benefits
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  • Videos
  • Federal Retirement Planning, Podcast

    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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  • Medicare, FEHB & Tricare, Podcast

    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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  • Financial Planning Foundations, Podcast

    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 Retirement Planning, Podcast

    Federal Employee Financial Planning: Meet Your Hosts (EP20)

    The upbringing, background and financial planning history of your hosts.

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  • Federal Retirement Planning, Podcast

    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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  • Podcast, Secret Millionaire- the value of federal benefits

    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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  • Podcast, Tax Planning

    Special Episode: VCP Mega Mega Back Door Roth IRA

    Steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest…

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  • Federal Retirement Planning, Podcast

    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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  • Financial Planning Foundations, Podcast

    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…

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