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FEFP: 10 Things You Can Do Outside of an Open Season (EP109)
Think you have to wait for Open Season to make meaningful financial decisions as a federal employee? This episode breaks that myth wide open. John, Ben, and Tommy walk through the most…
- 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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Federal Employee Financial Planning: Intro to Estate Planning (EP23)
Heather Szajda, Partner at Virginia Estate & Trust Law, will be joining Tommy and John to discuss exactly what an…
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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…
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Federal Employee Financial Planning: FEHB (EP21)
How FEHB coordinates with Medicare and why you must work with your financial planner to take advantage of this benefit…
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SPECIAL EPISODE: New Client Process & Client Experience
Tommy and John will be discussing their new client process, what the client experience is like and why this update…
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Federal Employee Financial Planning: Meet Your Hosts (EP20)
The upbringing, background and financial planning history of your hosts.
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Federal Employee Financial Planning: CSRS Vs. FERS (EP19)
Why FERS is actually just as good as CSRS, if not better, and several key components of FERS that you…
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Federal Employee Financial Planning: They Are Not Talking To You (EP18)
How to ensure you’re getting the unique advice you deserve.
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Special Episode: VCP Mega Mega Back Door Roth IRA
Steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest…
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Federal Employee Financial Planning: The Year of Retirement (EP17)
Michael, Tommy and John will be discussing everything that you should have in place as you enter your golden years,…