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FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
Saving for retirement is only half the battle; knowing how to get your money out without getting burned by taxes or rigid rules is where things get complicated. In this…
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- Estate, Legacy & Life Events
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- Life insurance (FEGLI) & LTC
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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: 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…
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Federal Employee Financial Planning: Aunt IRMAA (EP34)
Understanding IRMAA can ensure you’re planning for the right income brackets and therefore the correct premiums. About the Episode: •…
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Federal Employee Financial Planning: Know the End in the Beginning (EP33)
Learn the key differences between retirement reacting and retirement planning, and how to ensure a financially stable retirement. About the…
