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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:…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- 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
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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FEFP: Don’t Let Perfect Get in the Way of Good Enough (EP43)
Don’t let the idea of building an absolutely perfect financial plan get in the way of enjoying your life. About…
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FEFP: 2023 Updates: Taking Action for a Secure Future (EP42)
The importance of taking action today because time goes by very quickly. About the Episode: •What a strategic planning meeting…
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FEFP: Social Security In The News & We’re Confused (EP41)
Social Security has been in the news lately, but the proposals don’t match up with the potential issues it is…
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Federal Employee Financial Planning: Investment Jargon Part Two (EP40)
Decode investment jargon, understand the market’s impact, and gain financial clarity. About the Episode: •Don’t compare your portfolio to arbitrary…
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Federal Employee Financial Planning: Investment Jargon Part One (EP39)
If you’re working with the right financial advisor they will avoid using financial jargon. About the Episode: • Understand what…
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Federal Employee Financial Planning: Social Security: The Tax Torpedo (EP38)
The Tax Torpedo is appropriately named because it has the potential to sink your tax situation if you’re not vigilant…
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FEFP: Social Security: Family and Survivor Benefits (EP37)
A financial advisor who truly understands your individual situation will be able to help you apply for Social Security benefits…
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Federal Employee Financial Planning: Social Security: Beyond the Basics (EP36)
As a federal employee, you’ve got a lot to look forward to: guaranteed FERS benefits and Social Security, plus a…
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FEFP: Social Security: How to Maximize Your Benefits (EP35)
Michael, John, Tommy, and Ben will be shedding light on the complexities of Social Security so that you can plan…