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  • FEFP: Retirement Readiness (EP124)
    Estate, Legacy & Life Events, Federal Retirement Planning, Podcast, Tax Planning

    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?…

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  • Videos
  • Podcast, Tax Planning

    Federal Employee Financial Planning: Tax Cuts and Jobs Act of 2017 (EP61)

    Do you understand your taxes—or are you being manipulated? About the Episode: •Understand your taxes •Taxes should be simpler rather…

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  • Podcast, Tax Planning

    Federal Employee Financial Planning: The Roth Revolution (EP58)

    What exactly does a Roth account allow you to do? About the Episode: •Understand the current tax code •Start your…

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  • Podcast, Tax Planning

    Federal Employee Financial Planning: Consult Your Tax Advisor (EP31)

    A financial advisor who truly understands your individual situation and is willing to provide tax planning advice can help create…

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  • Podcast, Tax Planning

    Federal Employee Financial Planning: SECURE 2.0 (EP30)

    Uncovering the truth about the recently passed SECURE Act 2.0 and what it could mean for your financial future.

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  • Podcast, Tax Planning

    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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  • Podcast, Tax Planning

    Special Episode: VCP Mega Mega Back Door Roth IRA

    Steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest…

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