-
FEFP: Retirement Readiness (EP124)
How do you know if you’re truly on track for retirement? And what should you be doing differently at 30, 40, 50… or just six months from leaving federal service?…

Do you actually understand how recent tax changes could impact your financial plan? In this episode, we break down several important…

Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth…

What does the One Big Beautiful Bill mean for everyday taxpayers? And how will it shape the financial future of…

What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this…

You don’t have a financial plan unless you have a tax plan. About the Episode: •What a tax review is…

Are you getting the most from your tax and financial planning? About the Episode: •The difference between tax planning and…