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  • FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)
    Financial Planning Foundations, Podcast

    FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)

    Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…

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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
  • Economy & Investments, Podcast

    FEFP: 2024 Election Special: What Federal Employees Should Know

    Are political beliefs impacting your investment strategy? About the Episode: •Why the market moves independently of political shifts •Designing a…

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  • Federal Retirement Planning, Podcast

    FEFP: Key Retirement Options and Benefits for Federal Employees (EP77)

    Are you maximizing your FERS pension benefits? About the Episode: •Key strategies for federal employees to boost retirement •Differences between…

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  • Estate, Legacy & Life Events, Podcast

    FEFP: Estate Planning Across State Lines for Federal Employees (EP76)

    Are you keeping your estate plan up to date after a move? About the Episode: •Legal implications of moving between…

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  • 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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