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FEFP: Avoiding the Common Financial Planning Mistakes Made by Federal Employees (EP119)
Are you maximizing the true value of your federal benefits, or are you unintentionally leaving money on the table? In this special episode, John and Tommy present an updated version…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
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- 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
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- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
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- Survivor Benefits
- Survivor Benefits
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- Thrift Savings Plan
- Thrift Savings Plan
- Uncategorized
- Videos
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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…
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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.
