366 Episodes

  1. #91: Cashflow and Retirement Income Timeline

    Published: 12/4/2023
  2. FEHB disability pension & MRA

    Published: 11/29/2023
  3. Follow Up Friday - Medicare and FEHB

    Published: 11/24/2023
  4. #90: Medicare and FEHB

    Published: 11/20/2023
  5. FERS Federal Fact Check - Maximizing Roth Gains in Retirement

    Published: 11/15/2023
  6. Follow Up Friday - What Clients Miss When Talking to Financial Planners

    Published: 11/10/2023
  7. #89: What Clients Miss When Talking With Financial Planners

    Published: 11/6/2023
  8. FERS Federal Fact Check - When is The Best Time to Take Social Security

    Published: 11/1/2023
  9. Follow Up Friday - Year End Tax Planning

    Published: 10/27/2023
  10. #88: Year End Tax Planning

    Published: 10/23/2023
  11. FERS Federal Fact Check - What Happens to a Surviving Spouse

    Published: 10/18/2023
  12. Follow Up Friday - Irreversable Mistakes After Death

    Published: 10/13/2023
  13. #87: Irreversible Mistakes After Death

    Published: 10/9/2023
  14. FERS Federal Fact Check - How not to get permanently stuck with Minimum Required Distributions

    Published: 10/4/2023
  15. Follow Up Friday - Thrift Savings Plan with Kim Weaver

    Published: 9/29/2023
  16. Ep #86: Thrift Savings Plan with Kim Weaver

    Published: 9/25/2023
  17. FERS Federal Fact Check - The Importance of Filling Out Beneficiary Designation Forms

    Published: 9/20/2023
  18. Follow Up Friday - TSP Spillover and funding

    Published: 9/15/2023
  19. #85: TSP Spillover and funding

    Published: 9/11/2023
  20. FERS Federal Fact Check - What if you become a survivor before your annuity kicks in?

    Published: 9/6/2023

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Financial Planner and benefits experts discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits experts to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work.