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FEFP: When Should I Start Taking Social Security? (EP126)
When should you claim Social Security, and how do you know if the “optimal” strategy actually fits your retirement plan? In this episode, we react to a White Coat Investor…
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- Estate, Legacy & Life Events
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Videos
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FEFP: Fork in the Road: Understanding Your Federal Retirement Options (EP86)
Do you know how the Deferred Resignation Program, VERA, or DSR could impact your federal employee career and retirement plans?…
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FEFP: Are You Ready to Retire? DOGE Might Make the Choice for You (EP82)
Are you ready to navigate the big changes ahead in government and finances? About the Episode: •Elon Musk and Vivek…
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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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Federal Employee Financial Planning: Distribution Planning Assumptions (EP69)
Is there a problem with having a one-time financial plan? About the Episode: •The importance of having an ever-evolving financial…
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Federal Employee Financial Planning: Dual Federal Employees (EP55)
Unique planning opportunities for dual federal couples About the Episode: •Health insurance as a dual federal couple •Survivor benefits as…
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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 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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Federal Employee Financial Planning: C-O-L-A Cost of Living Adjustment (EP26)
The cost of living adjustment for 2023 and what this means for your finances and your long-term financial plans.
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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…
