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Medicare, FEHB & Tricare, Planning Your Federal Retirement, Podcast, Social Security, Tax Planning, Thrift Savings PlanFEFP: Mailbag Part Two: Questions from Federal Employees (EP123)
Could a single dollar cost you hundreds more in Medicare premiums? In this mailbag episode, we answer some of the most common retirement planning questions from listeners, beginning with how…
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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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Federal Employee Financial Planning: Tax Planning for Charitable Giving (EP28)
Tommy, Michael and John will be sharing how you can maximize the tax benefits of your charitable giving while helping…
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FEFP: Managing Retirement Accounts During Volatile Times (EP27)
The keys to successfully managing retirement accounts during volatile times.
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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: Annuities the 4 Letter Word (EP25)
Michael, Tommy and John will be discussing annuities and explaining what you can do to help protect yourself and your…
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FEFP: Mortgages, Home Equity Lines, and Interest Rates (EP24)
James Anderson, Regional Manager at CapCenter, will be joining the show to shed light on mortgages, home equity lines, and…
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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…
