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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
  • Financial Planning Foundations, Podcast

    Federal Employee Financial Planning: Sick & Annual Leave (EP52)

    Should you be using your sick and annual leave? About the Episode: •Plan for what you will do to fill…

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  • Estate, Legacy & Life Events, Podcast

    Federal Employee Financial Planning: Divorce (EP51)

    Discover how to navigate divorce with federal benefits. About the Episode: •Prioritize fair negotiation and due diligence •Find the right…

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  • Podcast

    FEFP: Demanding Fiduciary Excellence & What That Means (EP50)

    Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? About…

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  • Financial Planning Foundations, Podcast

    FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)

    Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we…

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  • Medicare, FEHB & Tricare, Podcast

    The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)

    Plan for your retirement effectively through understanding your Medicare options. About the Episode: •What TRICARE For Life is •How to…

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  • Medicare, FEHB & Tricare, Podcast

    FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)

    Understanding the Medicare changes can help you plan efficiently. About the Episode: •What the “donut hole” is •Changes to be…

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  • Medicare, FEHB & Tricare, Podcast

    Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)

    Medicare is an important topic to understand, even if you are a Federal Employee. About the Episode: •Understand the freedom…

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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: Know The Score (EP45)

    Knowing the score of your financial plan is essential for success. About the Episode: •Do your due diligence •Make informed…

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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: Planning for an Early Retirement (EP44)

    What you need to know in order to successfully retire early. About the Episode: •Plan what you’re going to do…

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