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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: Lessons Learned in 2023 (EP57)
What did we learn in 2023? About the Episode: •Don’t listen to the media for financial news •Seek out professional…
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Federal Employee Financial Planning: Start Small, Start Now (EP56)
Are you waiting until you retire to live your life? About the Episode: •Don’t wait until you’re older to do…
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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: You Just Got Bad News (EP54)
What should you do if you receive bad news from the doctor? About the Episode: •Why you should find a…
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Federal Employee Financial Planning: The Death of a Federal Retiree (EP53)
What happens after the death of a federal retiree? About the Episode: •Why working with a financial planner at a…
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Federal Employee Financial Planning: Sick & Annual Leave (EP52)
Should you be using your sick and annual leave? About the Episode: •Plan for what you will do to fill…
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Federal Employee Financial Planning: Divorce (EP51)
Discover how to navigate divorce with federal benefits. About the Episode: •Prioritize fair negotiation and due diligence •Find the right…
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FEFP: Demanding Fiduciary Excellence & What That Means (EP50)
Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? About…
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FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)
Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we…