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  • FEFP: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee (EP105)
    Estate, Legacy & Life Events

    FEFP: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee (EP105)

    What really happens after someone passes away—and why are so many families blindsided even when they think everything was “set up correctly”? In this episode, John and Tommy pull back the…

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  • Estate, Legacy & Life Events
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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
  • Secret Millionaire- the value of federal benefits
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  • Videos
  • 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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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: The Year Before Retirement (EP15)

    What you can expect for the year before retirement and what you should have in place as you approach this…

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  • Life insurance (FEGLI) & LTC, Podcast

    Federal Employee Financial Planning: Federal Long-Term Care Insurance (EP14)

    In this episode, Michael, Tommy, and John discuss long-term care in depth with a special guest, Jill MacNeil, LLIS’s long-term…

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  • Financial Planning Foundations, Podcast

    Podcast: Do Federal Employees Need a Financial Planner? (EP13)

    Michael, Tommy and John will be sharing the value you can receive by having a financial planner and the common…

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  • Podcast, Social Security

    Federal Employee Financial Planning: Social Security Fairness Act – WEP (EP12)

    Michael, Tommy, and John will be sharing how recent legislation will impact the windfall elimination provision (WEP) and how this…

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