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  • FEFP: Medicare in 2026: What Changed and What It Means for Federal Retirees (EP111)
    Medicare, FEHB & Tricare, Podcast

    FEFP: Medicare in 2026: What Changed and What It Means for Federal Retirees (EP111)

    Is your Medicare plan still working for you, or are you just hoping it is? In this episode, we’re joined by Bryan Gay, owner of Boomer Insurance and a seasoned Medicare…

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  • Estate, Legacy & Life Events
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  • Life insurance (FEGLI) & LTC
  • Life insurance (FEGLI) & LTC
  • Medicare, FEHB & Tricare
  • Medicare, FEHB & Tricare
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  • Secret Millionaire- the value of federal benefits
  • Secret Millionaire- the value of federal benefits
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  • Videos
  • Financial Planning Foundations, Podcast

    FEFP: 2023 Updates: Taking Action for a Secure Future (EP42)

    The importance of taking action today because time goes by very quickly. About the Episode: •What a strategic planning meeting…

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  • Podcast, Social Security

    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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  • Economy & Investments, Podcast

    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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  • Economy & Investments, Podcast

    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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  • Podcast

    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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  • Podcast, Social Security

    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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  • Podcast, Social Security

    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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  • Podcast, Social Security

    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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  • Medicare, FEHB & Tricare, Podcast

    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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