Plan Your Federal Retirement Podcast
By Micah Shilanski & Tammy Flanagan
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Category: Investing
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Subscribers: 20
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Episodes: 428
Description
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.
| Episode | Date |
|---|---|
|
Do trusts pay higher taxes on inherited TSPs and IRAs than individual beneficiaries?
|
Oct 29, 2025 |
|
Safe Withdrawal Strategies: Protecting Your Nest Egg
|
Oct 28, 2025 |
|
How to Prepare for the Looming Retirement Crisis
|
Oct 21, 2025 |
|
How Should I Allocate My TSP For Retirement Security?
|
Oct 15, 2025 |
|
How Does OBBBA Affect Federal Employees and Retirees
|
Oct 14, 2025 |
|
When Can You Start Collecting Your Social Security?
|
Oct 07, 2025 |
|
#138 Money Can Hurt, Especially Kids With Money….
|
Oct 06, 2025 |
|
Is There a Limit on the Annual Leave Payout at Retirement?
|
Oct 01, 2025 |
|
TSP Lifecycle Funds: Should You Use Them?
|
Sep 30, 2025 |
|
The Ultimate Guide to Buying Back Military Time for Federal Employees
|
Sep 23, 2025 |
|
#137 Medicare & FEHB: Your Blueprint for Retirement Healthcare Success
|
Sep 22, 2025 |
|
Buy Back Military Time and Keep Retirement Pay – Is It Possible?
|
Sep 17, 2025 |
|
How Social Security and Medicare Work Together?
|
Sep 16, 2025 |
|
The Federal Employee's Step-by-Step Medicare Enrollment Guide
|
Sep 09, 2025 |
|
#136 Maximizing Your Social Security: The Insider's Guide
|
Sep 08, 2025 |
|
What Medicare Part B Covers That FEHB Doesn't
|
Sep 03, 2025 |
|
Mistakes That Can Reduce Your Social Security Benefits - Avoid These!
|
Sep 02, 2025 |
|
Coordinating Your FERS Benefits and Social Security: What You Need to Know
|
Aug 26, 2025 |
|
#135 Your Last Year Before Retirement: The Ultimate Prep Guide
|
Aug 25, 2025 |
|
Timing is Everything: When to Claim Social Security as a Federal Employee
|
Aug 20, 2025 |
|
How Much TSP Do You Need to Retire?
|
Aug 19, 2025 |
|
Make the Most of Your FEHB with These Retirement Tips
|
Aug 12, 2025 |
|
#134 Retirement Readiness: The Secrets to Knowing You're Truly Ready
|
Aug 11, 2025 |
|
Approaching Retirement: How to Check If You're Prepared
|
Aug 06, 2025 |
|
Avoid These 3 Common Mistakes Federal Employees Make
|
Aug 05, 2025 |
|
Changes in the Retirement Process
|
Aug 04, 2025 |
|
Signs That You're Ready for Retirement
|
Jul 29, 2025 |
|
#133 Smart Retirement Planning in Volatile Markets: Cash Flow, TSP, and Taxes
|
Jul 28, 2025 |
|
Are You Able to Combine State and Federal Retirement Contributions?
|
Jul 23, 2025 |
|
How to Adjust Your TSP Contributions for Maximum Growth in 2025
|
Jul 22, 2025 |
|
The Best Tax Strategies When Taking TSP Withdrawals
|
Jul 15, 2025 |
|
#132 Understanding How the Economy and Your Retirement Portfolio Are Related
|
Jul 14, 2025 |
|
Does Retiring at the End of the Month Affect TSP Contributions?
|
Jul 09, 2025 |
|
Exploring Early Retirement Options Under FERS
|
Jul 08, 2025 |
|
The Retirement Roadmap: Planning for the Future You Want
|
Jul 01, 2025 |
|
#131 The Government Is… What Can You Control?
|
Jun 30, 2025 |
|
Is It Possible to Suspend FEHB and Come Back Later?
|
Jun 25, 2025 |
|
The Next Chapter: Finding Purpose and Joy After Retirement
|
Jun 24, 2025 |
|
Blue Cross Basic vs. Standard: What's the Difference?
|
Jun 17, 2025 |
|
Can You Qualify for FEHB in Retirement by Returning to Federal Service?
|
Jun 11, 2025 |
|
Is Long Term Care Insurance Really Worth It?
|
Jun 10, 2025 |
|
Retiring at 62: Should You Delay Social Security?
|
Jun 03, 2025 |
|
#129 Throwback Episode: Medicare and FEHB
|
Jun 02, 2025 |
|
Warning to Federal Employees: Don't Fall for These Retirement Scams
|
May 29, 2025 |
|
Is It Possible to Access Your FERS Supplement Early?
|
May 28, 2025 |
|
How Does Sick Leave Impact Your FERS Retirement Date and Pension?
|
May 27, 2025 |
|
Can I Receive My Pension and My Spouse's Survivor Benefits at the Same Time?
|
May 20, 2025 |
|
#128 Why 'Buy and Hold' Doesn't Always Work?
|
May 19, 2025 |
|
Can You Delay Your Annuity and Still Keep FEHB Coverage?
|
May 14, 2025 |
|
Can You Change Your FEHB Plan if You're Facing a RIF?
|
May 13, 2025 |
|
Should You Transfer Your Entire TSP to an IRA in Retirement?
|
May 06, 2025 |
|
#127 Avoiding Tax Traps: What Every Federal Employee Should Know
|
May 05, 2025 |
|
Transferring TSP to IRA: Withdrawal Rules
|
Apr 30, 2025 |
|
Should You Convert Your FEGLI Coverage to a Private Hybrid Plan?
|
Apr 29, 2025 |
|
Is Military Time Buyback Worth It? Here's How to Decide
|
Apr 22, 2025 |
|
#126 Choosing Your Perfect Retirement Date: The Ultimate Checklist
|
Apr 21, 2025 |
|
Keeping Health Costs Low in Retirement: FEHB or Medicare Part B?
|
Apr 16, 2025 |
|
Retirement Reality Check: The Lifestyle & Financial Shifts You Need to Prepare For
|
Apr 15, 2025 |
|
Your Second Best Federal Benefit? Don't Overlook This Retirement Strategy!
|
Apr 08, 2025 |
|
#125 Tax Time Survival: How Federal Employees Can Get Ahead
|
Apr 07, 2025 |
|
Preparing for Postponed Retirement: What You Need To Do?
|
Apr 02, 2025 |
|
How to Calculate Your FERS Pension Step by Step
|
Apr 01, 2025 |
|
Are TSP Annuities the Right Choice for Your Retirement?
|
Mar 25, 2025 |
|
#124 TSP Benefits: What You Need to Know Before Retiring
|
Mar 24, 2025 |
|
How to Calculate Your Annual Leave Payout When Retiring
|
Mar 19, 2025 |
|
Can You Withdraw Money from Your FERS Account in an Emergency?
|
Mar 18, 2025 |
|
IRA vs. Rollover IRA: What's the Difference?
|
Mar 11, 2025 |
|
#123 TSP Withdrawals: When, How, and Why to Start
|
Mar 10, 2025 |
|
The FERS Supplement For Special Provisions
|
Mar 04, 2025 |
|
FERS Go Bag
|
Feb 26, 2025 |
|
#122 Estate Planning Myths and Facts: What Federal Employees Must Know
|
Feb 24, 2025 |
|
Should You Retire at 60 or Wait Until 62?
|
Feb 19, 2025 |
|
Is December 31st Really the Best Day to Retire?
|
Feb 18, 2025 |
|
Can I Keep My Spouse's FEHB Coverage in Retirement Without Survivor Benefits?
|
Feb 12, 2025 |
|
#121 The Untold Story of Survivor Benefits: Protect What Matters Most
|
Feb 10, 2025 |
|
Fork or Knife? The Truth About VERA
|
Feb 05, 2025 |
|
TSP or IRA: Which Is Best When Saving for Retirement?
|
Jan 28, 2025 |
|
#120 Reduction in Force (RIF) and Job Changes - What You Need to Know!
|
Jan 27, 2025 |
|
Understanding Tax Implications for Survivor Benefits
|
Jan 22, 2025 |
|
FERS Account Transfers: What You Need to Know
|
Jan 21, 2025 |
|
How Does a CSRS Pension Affect Social Security Benefits?
|
Jan 14, 2025 |
|
# 119 FERS Retirement Benefits, What Federal Employees Should Know in 2025
|
Jan 13, 2025 |
|
Does Buying Back Military Time Affect Your CRSC?
|
Jan 08, 2025 |
|
What You Need to Know About Wills and Trusts
|
Dec 31, 2024 |
|
#118 TSP Secrets: The Key to Starting Your Year Off Right
|
Dec 30, 2024 |
|
Understanding the Impact of Lump Sum Annual Leave on Your FERS Supplement
|
Dec 25, 2024 |
|
What Are Your TSP Choices When You Retire?
|
Dec 24, 2024 |
|
Understanding Required Minimum Distributions (RMDs)
|
Dec 17, 2024 |
|
#117 The Psychological Impact of Retirement: Preparing for Life After Federal Service
|
Dec 16, 2024 |
|
TSP to Roth IRA: What Federal Employees Need to Know
|
Dec 11, 2024 |
|
To Roll Over or Not to Roll Over?
|
Dec 03, 2024 |
|
#116 The Strategic Role of Qualified Charitable Distributions in Retirement
|
Dec 02, 2024 |
|
Buying Back Military Time and Pension
|
Nov 27, 2024 |
|
Am I on Track To Be Able To Retire?
|
Nov 26, 2024 |
|
FEHB Plan Options: How to Pick What's Right for You
|
Nov 19, 2024 |
|
#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know
|
Nov 18, 2024 |
|
Insurance Coverage And Medicare
|
Nov 13, 2024 |
|
Understanding FERS Supplements: Does Lump Sum Leave Affect Your Earnings?
|
Nov 12, 2024 |
|
Deferred vs. Postponed Retirement: What's the Difference?
|
Nov 05, 2024 |
|
#114 Boost Your Retirement Savings: Understanding FERS Contribution Rates
|
Nov 04, 2024 |
|
When do Your Years Stop Counting Towards Your FERS Retirement
|
Oct 30, 2024 |
|
Should You Withhold Taxes From Your Social Security? Here's What You Need to Know
|
Oct 29, 2024 |
|
How to Burn Sick Leave Before Retirement
|
Oct 22, 2024 |
|
#113 Retirement Tax Traps: How to Avoid Surprises in Your Federal Retirement Planning
|
Oct 21, 2024 |
|
FERS Part-Time Service: Clarifying the Creditable Service Rules
|
Oct 16, 2024 |
|
Understanding CSRS Retirement: Key Considerations for Federal Employees with a Divorce Decree
|
Oct 15, 2024 |
|
Understanding Life Insurance Coverage for Federal Retirees: What You Need to Know
|
Oct 08, 2024 |
|
#112 Crafting Your 10-Year Tax Plan: How to Reduce Liabilities in Your FERS Retirement
|
Oct 07, 2024 |
|
Navigating Earnings Limits and SRS: What Happens When You Turn 62?
|
Oct 02, 2024 |
|
Retirement Strategies for Dual Federal Employee Couples
|
Oct 01, 2024 |
|
The 5 Essential Life Checkups Before Your Federal Retirement
|
Sep 24, 2024 |
|
#111 Rental Property And Estate Planning
|
Sep 23, 2024 |
|
Understanding the FERS Supplement: Eligibility and Next Steps
|
Sep 18, 2024 |
|
What is a 1099-R? Understanding Your Retirement Income Tax Form
|
Sep 17, 2024 |
|
Understanding Wills, Trusts, and Estate Planning
|
Sep 10, 2024 |
|
#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire
|
Sep 09, 2024 |
|
High-3 Calculation Confusion: Different Work Periods And FERS Multipliers
|
Sep 04, 2024 |
|
What You Need To Know About Roth Conversions
|
Sep 03, 2024 |
|
Can You Use Retirement Funds For A Home Down Payment?
|
Aug 27, 2024 |
|
#109 How Does Retirement Income Work - A Roadmap To Financial Freedom
|
Aug 26, 2024 |
|
Can You Access Your FERS Supplement Right After Retirement?
|
Aug 21, 2024 |
|
Essential Tax And RMD Strategies For Federal Employees
|
Aug 13, 2024 |
|
#108 Federal Finances: Navigating Retirement Prep
|
Aug 12, 2024 |
|
Reserve Military Retirement And FERS Military Retirement - Can You Keep Both?
|
Aug 07, 2024 |
|
Why Is OPM So Slow In Paying Me My Pension?
|
Aug 06, 2024 |
|
Process for a Postponed Retirement
|
Jul 30, 2024 |
|
#107 Burning Sick Leave: Managing Sick Leave Usage Near Retirement
|
Jul 29, 2024 |
|
Understanding Taxes on Annual Leave Payout for Federal Retirees: Myth vs. Reality
|
Jul 24, 2024 |
|
When is a Good Age to Retire Under FERS?
|
Jul 23, 2024 |
|
How to Ensure All Your Years Count Towards Creditable Service
|
Jul 16, 2024 |
|
# 106 How Much Should You Leave To Your Beneficiary
|
Jul 15, 2024 |
|
Survivor Benefit Plan: Does Spousal Age Difference Affect Your Benefits?
|
Jul 10, 2024 |
|
Annuity Or A Pension? What You Need To Know
|
Jul 09, 2024 |
|
Navigating Amended Tax Returns
|
Jul 02, 2024 |
|
When To Start The Process To Retirement?
|
Jun 26, 2024 |
|
Avoiding Common Mistakes While Picking Up Your Retiring Date
|
Jun 25, 2024 |
|
Making Sense of TSP Investment in Turbulent Times
|
Jun 18, 2024 |
|
#105 Demystifying FERS Retirement Calculators
|
Jun 17, 2024 |
|
Withdrawing From TSP Without Paying The Penalty, is it Possible?
|
Jun 12, 2024 |
|
Strategies to Lower Your Adjusted Gross Income
|
Jun 11, 2024 |
|
Avoiding Regrets in Retirement: Five Lessons for Federal Employees
|
Jun 04, 2024 |
|
#104 Optimizing The TSP For Retirement
|
Jun 03, 2024 |
|
Moving TSP Money to G Fund - Here is What You Need To Know
|
May 29, 2024 |
|
Understanding the Tax Implications of Life Insurance
|
May 28, 2024 |
|
Understanding Medicare Premium Surcharges (aka IRMAA)
|
May 21, 2024 |
|
#103 Don't Replace Your Expenses in Retirement
|
May 20, 2024 |
|
When Can You Collect Your SRS (Special Retirement Supplement)?
|
May 15, 2024 |
|
Your TSP Journey: Decisions to Make at Retirement
|
May 14, 2024 |
|
What Documents Do You Need Before Retirement?
|
May 07, 2024 |
|
#102 Key things Advisors Wish Their Clients Knew
|
May 06, 2024 |
|
Military to Civilian Transition
|
May 01, 2024 |
|
The Hidden Tax You Need to Be Aware of in Retirement
|
Apr 30, 2024 |
|
Does Sick Leave Count as 5.8 Hours Day or 8 Toward Service Credit
|
Apr 23, 2024 |
|
#101 Secure Your Retirement with the Thrift Savings Plan
|
Apr 22, 2024 |
|
How do I Calculate My High-3?
|
Apr 17, 2024 |
|
Is Social Security Going to Run Out?
|
Apr 16, 2024 |
|
Tax Management: How to Withhold Taxes From Social Security
|
Apr 09, 2024 |
|
#100 Retirement Real Talk: Honest Conversations About Life After Work
|
Apr 08, 2024 |
|
The Best Days to Retire in 2024 as a FERS Federal Employee
|
Apr 04, 2024 |
|
Federal Pension - A Guide for Former Federal Employees
|
Apr 03, 2024 |
|
Smart Healthcare Planning: Do You Need Both FEHB and Medicare?
|
Mar 26, 2024 |
|
#99 Bonus Pod - Answering Question
|
Mar 25, 2024 |
|
Optimal Retirement Timing: Should You Wait For a Potential Pay Increase?
|
Mar 20, 2024 |
|
How to Manage FERS Supplement and Social Security While Employed
|
Mar 19, 2024 |
|
#98 Do You Really Need Life Insurance in Retirement?
|
Mar 11, 2024 |
|
Social Security & COLA
|
Mar 06, 2024 |
|
FERS Pension and How It Affects Your Social Security
|
Mar 05, 2024 |
|
Unlocking the Rule of 55
|
Feb 27, 2024 |
|
#97 How to NOT Go Back to Work in Retirement, 3 Things You Need To Know
|
Feb 26, 2024 |
|
Potential Consequences of Exceeding The Earnings Limit in 2024 on FERS Supplement
|
Feb 21, 2024 |
|
#96 What is The MOST Important Part of Your Pension?
|
Feb 12, 2024 |
|
Can you get a Personalized FERS Benefits Summary?
|
Feb 07, 2024 |
|
#95 Retire Happy: Essential Steps to a Successful Federal Retirement
|
Jan 29, 2024 |
|
Loan Options Toward FERS Contributions
|
Jan 24, 2024 |
|
#94 Why is My Retirement losing money?
|
Jan 15, 2024 |
|
Health Insurance and Taxes
|
Jan 10, 2024 |
|
#93 Your 2024 Retirement Planning Guide
|
Jan 01, 2024 |
|
Annual Leave Payout and Earning Limitations
|
Dec 27, 2023 |
|
Follow Up Friday - The Crucial Must-Do's in Estate Planning
|
Dec 22, 2023 |
|
#92: The Crucial Must-Do's in Estate Planning
|
Dec 18, 2023 |
|
61 and Your FERS Supplementt
|
Dec 13, 2023 |
|
Follow Up Friday - Cashflow and Retirement Income Timeline
|
Dec 08, 2023 |
|
#91: Cashflow and Retirement Income Timeline
|
Dec 04, 2023 |
|
FEHB disability pension & MRA
|
Nov 29, 2023 |
|
Follow Up Friday - Medicare and FEHB
|
Nov 24, 2023 |
|
#90: Medicare and FEHB
|
Nov 20, 2023 |
|
FERS Federal Fact Check - Maximizing Roth Gains in Retirement
|
Nov 15, 2023 |
|
Follow Up Friday - What Clients Miss When Talking to Financial Planners
|
Nov 10, 2023 |
|
#89: What Clients Miss When Talking With Financial Planners
|
Nov 06, 2023 |
|
FERS Federal Fact Check - When is The Best Time to Take Social Security
|
Nov 01, 2023 |
|
Follow Up Friday - Year End Tax Planning
|
Oct 27, 2023 |
|
#88: Year End Tax Planning
|
Oct 23, 2023 |
|
FERS Federal Fact Check - What Happens to a Surviving Spouse
|
Oct 18, 2023 |
|
Follow Up Friday - Irreversable Mistakes After Death
|
Oct 13, 2023 |
|
#87: Irreversible Mistakes After Death
|
Oct 09, 2023 |
|
FERS Federal Fact Check - How not to get permanently stuck with Minimum Required Distributions
|
Oct 04, 2023 |
|
Follow Up Friday - Thrift Savings Plan with Kim Weaver
|
Sep 29, 2023 |
|
Ep #86: Thrift Savings Plan with Kim Weaver
|
Sep 25, 2023 |
|
FERS Federal Fact Check - The Importance of Filling Out Beneficiary Designation Forms
|
Sep 20, 2023 |
|
Follow Up Friday - TSP Spillover and funding
|
Sep 15, 2023 |
|
#85: TSP Spillover and funding
|
Sep 11, 2023 |
|
FERS Federal Fact Check - What if you become a survivor before your annuity kicks in?
|
Sep 06, 2023 |
|
Follow Up Friday - Retirement Rules living abroad
|
Sep 01, 2023 |
|
#84: Retirement Rules living abroad
|
Aug 28, 2023 |
|
FERS Federal Fact Check - FERS Eligibility
|
Aug 23, 2023 |
|
Follow Up Friday - Dual Feds FEHB Rules
|
Aug 18, 2023 |
|
Ep #83: Dual Feds FEHB Rules
|
Aug 14, 2023 |
|
FERS Federal Fact Check - Moving from TSP to a Roth
|
Aug 09, 2023 |
|
Follow Up Friday - HR - Are they RIGHT or WRONG?
|
Aug 04, 2023 |
|
Ep #82: HR - Are they RIGHT or WRONG?
|
Jul 31, 2023 |
|
FERS Federal Fact Check - What happens to your Unused Sick Leave in retirement?
|
Jul 26, 2023 |
|
Follow Up Friday - What To Have In Savings?
|
Jul 21, 2023 |
|
Ep #81: What To Have In Savings?
|
Jul 17, 2023 |
|
FERS Federal Fact Check - FERS Supplement and Earned Income
|
Jul 12, 2023 |
|
Follow Up Friday - FERS Supplement Details
|
Jul 07, 2023 |
|
#80: FERS Supplement Details
|
Jul 03, 2023 |
|
FERS Federal Fact Check - Advantages and Disadvantages of filing out beneficiary designation forms with TSP and FEGLI
|
Jun 28, 2023 |
|
Follow Up Friday - 7 Things You Can NOT Do in TSP in Retirement
|
Jun 23, 2023 |
|
Ep #79: 7 Things You Can NOT Do in TSP in Retirement
|
Jun 19, 2023 |
|
FERS Federal Fact Check - FERS and Social Security
|
Jun 14, 2023 |
|
Follow Up Friday - Transitioning to Retirement
|
Jun 09, 2023 |
|
Ep #78: Transitioning to Retirement
|
Jun 05, 2023 |
|
FERS Federal Fact Check - ROTH TSP Contributions
|
May 31, 2023 |
|
Ep #77: Withdrawals in Retirement
|
May 22, 2023 |
|
FERS Federal Fact Check - Social Security and Medicare In retirement
|
May 17, 2023 |
|
Follow Up Friday - Streams of Income
|
May 12, 2023 |
|
Ep #76: Streams of Income
|
May 08, 2023 |
|
FERS Federal Fact Check - Tax Penalties in the Thrift Savings Plan
|
May 03, 2023 |
|
Follow Up Friday - The Importance of Building a Financial Plan
|
Apr 28, 2023 |
|
Ep #75: The Importance of Building a Financial Plan
|
Apr 24, 2023 |
|
FERS Federal Fact Check - FERS Postponed Retirement
|
Apr 19, 2023 |
|
Ep #74: Choosing the best Retirement Plan
|
Apr 10, 2023 |
|
FERS Federal Fact Check - FERS Supplement and Earnings Limitations
|
Apr 05, 2023 |
|
Follow Up Friday - Costly Mistakes
|
Mar 31, 2023 |
|
Ep #73: Costly Mistakes
|
Mar 27, 2023 |
|
FERS Federal Fact Check - Withdrawing from Your TSP
|
Mar 22, 2023 |
|
Follow Up Friday - Can you discuss the benefits of maximizing the amount of contributions to the HSA?
|
Mar 17, 2023 |
|
Ep #72: Criminal Issues with Health Insurance and Survival Benefits
|
Mar 13, 2023 |
|
FERS Federal Fact Check - FEHB in Retirement
|
Mar 08, 2023 |
|
Follow Up Friday - Secure Act 2.0 with Steven Jarvis
|
Mar 03, 2023 |
|
Ep #71: Secure Act 2.0 with Steven Jarvis
|
Feb 27, 2023 |
|
FERS Federal Fact Check - Planning to Retire with COLA Adjustments
|
Feb 22, 2023 |
|
Follow Up Friday - Social Security Strategies
|
Feb 17, 2023 |
|
Ep #70: Changes in Planning Over The Years, Social Security
|
Feb 13, 2023 |
|
FERS Federal Fact Check - Choosing between Deferred Retirement and Postponed Retirement
|
Feb 08, 2023 |
|
Follow Up Friday - Sick and Annual Leave at Retirement
|
Feb 03, 2023 |
|
Ep #69: Sick Leave for Retirement
|
Jan 30, 2023 |
|
FERS Federal Fact Check - Retirement Eligibility: Can I Afford To Retire?
|
Jan 25, 2023 |
|
Supplement and Social Security Income Earnings
|
Jan 20, 2023 |
|
Ep #68: Social Security Increase and Cash Flow
|
Jan 16, 2023 |
|
FERS Federal Fact Check - Survivors Benefit and Social Security
|
Jan 11, 2023 |
|
FERS Federal Fact Check - Should I buy back 20 years of military time?
|
Jan 04, 2023 |
|
Follow Up Friday - Changing the Distribution of your TSP
|
Dec 30, 2022 |
|
What To Do If You Erroneously Select TSP Annuity
|
Dec 26, 2022 |
|
FERS Federal Fact Check - What To Do with Sick Leave
|
Dec 21, 2022 |
|
Follow Up Friday - How to plan what source to withdraw from
|
Dec 16, 2022 |
|
Which is Better: December or January Retirement?
|
Dec 12, 2022 |
|
FERS Federal Fact Check - Buying Back Military Time Working as a Civilian
|
Nov 30, 2022 |
|
Follow Up Friday - Annual Max Contribution to Your TSP
|
Nov 25, 2022 |
|
How Can I Convert Some of My TSP Dollars Into My ROTH?
|
Nov 21, 2022 |
|
FERS Federal Fact Check - Using Years of Service to Calculate Your Pension
|
Nov 16, 2022 |
|
Follow Up Friday - Spending Money in Retirement
|
Nov 11, 2022 |
|
Ep #64: Spending Money in Retirement
|
Nov 07, 2022 |
|
FERS Federal Fact Check - Checking Beneficiary Designations
|
Nov 02, 2022 |
|
Follow Up Friday - Where Does My Retirement Income Come From?
|
Oct 28, 2022 |
|
Ep #63: When Your TSP is Down 25%
|
Oct 24, 2022 |
|
FERS Federal Fact Check - Divorce and Your Pension
|
Oct 19, 2022 |
|
Follow Up Friday - FERS Survivor Benefits: What's Your Advice for Widows/Widowers?
|
Oct 14, 2022 |
|
Ep #62: Mistakes To Avoid When A Federal Employee Passes Away
|
Oct 10, 2022 |
|
FERS Federal Fact Check - Gary "Roth Conversions and Taxes"
|
Oct 05, 2022 |
|
Follow Up Friday - Using Your TSP to Buy or Pay off a Home
|
Sep 30, 2022 |
|
Ep #61: Estate Planning
|
Sep 26, 2022 |
|
FERS Federal Fact Check - Using FERS as a Down Payment
|
Sep 21, 2022 |
|
Follow Up Friday - Do Roth Contributions affect my Traditional TSP?
|
Sep 16, 2022 |
|
Ep #60: Pros and Cons of Federal Employment
|
Sep 12, 2022 |
|
FERS Federal Fact Check - Is FERS Supplement Subject to SS Earnings Test?
|
Sep 07, 2022 |
|
Follow Up Friday - Using TSP to Pay Off Debt
|
Sep 02, 2022 |
|
Ep #59: You Ask, We Answer
|
Aug 29, 2022 |
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FERS Federal Fact Check - Changing the Distribution of your TSP
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Aug 24, 2022 |
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Follow Up Friday - Do Roth Contributions effect my Traditional TSP?
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Aug 19, 2022 |
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Roth Conversion Options
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Aug 15, 2022 |
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Ep #58: Roth Conversion Options
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Aug 15, 2022 |
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FERS Federal Fact Check - Will FERS Supplement Be Taken Away Due to Annual Leave Payout?
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Aug 10, 2022 |
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Follow Up Friday - Social Security Strategies
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Aug 05, 2022 |
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Ep #57: The Myths Before Retirement
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Aug 01, 2022 |
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FERS Federal Fact Check - How Many Additional Years Do I Need to Work, FEHB?
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Jul 27, 2022 |
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Follow Up Friday - Moving Investments Into Your TSP
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Jul 22, 2022 |
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Ep #56: Moving Investments Into Your TSP
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Jul 18, 2022 |
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FERS Federal Fact Check - Add Husband to FEHB at Retirement?
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Jul 13, 2022 |
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"As a Federal Employee, how much money can I put into my ROTH?"
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Jul 08, 2022 |
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Ep #55: How Can I Convert Some of My TSP Dollars into My ROTH?
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Jul 04, 2022 |
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FERS Federal Fact Check - How to Plan What Source to Withdraw From
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Jun 29, 2022 |
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FERS Postponed Retirement – Costly Mistakes
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Jun 24, 2022 |
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Ep #54: Bad Advice
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Jun 20, 2022 |
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FERS Federal Fact Check - FEHB for Spouse Retiring First
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Jun 15, 2022 |
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Follow Up Friday - To Buy or Not To Buy Your Military Time Back
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Jun 10, 2022 |
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Ep #53: To Buy or Not To Buy Your Military Time Back
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Jun 06, 2022 |
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FERS Federal Fact Check - ROTH IRA Contribution or Conversion?
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Jun 01, 2022 |
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Follow Up Friday - Should You Collect Unemployment Before Your FERS Pension Check Arrives?
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May 27, 2022 |
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Ep #52: How Much Do You Want to Spend in Retirement?
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May 23, 2022 |
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FERS Federal Fact Check - Find Out How Much I Will Receive?
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May 18, 2022 |
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Follow Up Friday - Complications with FEHB Coverage in Retirement
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May 13, 2022 |
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Ep #51: Before You Cancel FEGLI
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May 09, 2022 |
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FERS Federal Fact Check - TSP Beneficiary is a Trust
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May 04, 2022 |
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Follow Up Friday - The Benefits Of Maximizing Your Contributions To The HSA
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Apr 29, 2022 |
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Ep #50: Can You Deduct Your FEHB Premiums In Retirement?
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Apr 25, 2022 |
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FERS Federal Fact Check - If I Erroneously Select TSP Annuity
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Apr 20, 2022 |
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Follow Up Friday - Preparing for Retirement Under FERS
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Apr 15, 2022 |
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Ep #49: Withdrawing from Your TSP
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Apr 11, 2022 |
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FERS Federal Fact Check - TSP Roth IRA $10,000 Question about Like Kind Direct Transfer
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Apr 06, 2022 |
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Follow Up Friday - Leaving Federal Service for Private-Sector
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Apr 01, 2022 |
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Ep #48: Contributing To Spousal IRAs
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Mar 28, 2022 |
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FERS Federal Fact Check - When And How Should I Retire?
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Mar 23, 2022 |
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Follow Up Friday - Myths about CPA's and Tax Preparation
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Mar 18, 2022 |
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Ep #47: Myths about CPA's and Tax Preparation
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Mar 14, 2022 |
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FERS Federal Fact Check - Which is Better: December or January Retirement?
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Mar 09, 2022 |
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Follow Up Friday - When Your Retirement Is Off, What Do You Do?
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Mar 04, 2022 |
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Ep #46: When Your Retirement Is Off, What Do You Do?
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Feb 28, 2022 |
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FERS Federal Fact Check - Conflicting Information About My Lump Sum Annual Leave
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Feb 23, 2022 |
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Follow Up Friday - LTC - What You Need To Know And Avoid!
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Feb 18, 2022 |
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Ep #45: LTC - What You Need To Know And Avoid!
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Feb 14, 2022 |
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FERS Federal Fact Check - Should I Withdraw My FERS Contribution?
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Feb 09, 2022 |
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Follow Up Friday - No Love Like Survivor Benefits (Heart)
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Feb 04, 2022 |
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Ep #44: No Love Like Survivor Benefits (Heart)
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Jan 31, 2022 |
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FERS Federal Fact Check - FERS Supplement and VERA
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Jan 26, 2022 |
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Follow Up Friday - TSP Withdraw Plans
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Jan 21, 2022 |
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Ep #43: TSP Withdraw Plans
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Jan 17, 2022 |
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FERS Federal Fact Check - What To Do with Sick Leave
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Jan 12, 2022 |
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Follow Up Friday - New Year Planning (Finance and Fitness: The Two Things You Won't Do :) )
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Jan 07, 2022 |
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Ep #42: New Year Planning (Finance and Fitness: The Two Things You Won't Do :) )
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Jan 03, 2022 |
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FERS Federal Fact Check - TSP Lifecycle Funds
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Dec 29, 2021 |
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Ep #41: TSP & Market Volatility: Part 4 - Q & A
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Dec 20, 2021 |
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Follow Up Friday - TSP & Market Volatility: Part 3 - Silver Linings
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Dec 10, 2021 |
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Ep #40: TSP & Market Volatility: Part 3 - Silver Linings
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Dec 06, 2021 |
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FERS Federal Fact Check - RMDs and Thinking Ahead
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Dec 01, 2021 |
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Ep #39: TSP & Market Volatility: Part 2 - Buckets
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Nov 22, 2021 |
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FERS Federal Fact Check - FERS Retirement Application
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Nov 17, 2021 |
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Follow Up Friday - TSP and Market Volatility: Part 1 - Markets Go Down...Now What?
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Nov 12, 2021 |
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Ep #38: TSP and Market Volatility: Part 1 - Markets Go Down...Now What?
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Nov 10, 2021 |
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FERS Federal Fact Check - Military Survivor Annuity and Social Security, plus TSP Beneficiary
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Nov 03, 2021 |
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Follow Up Friday - Non Voluntary vs Voluntary Separation
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Oct 29, 2021 |
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Ep #37: Non Voluntary vs Voluntary Separation
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Oct 25, 2021 |
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FERS Federal Fact Check - Beating the Rush of Retirement Date
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Oct 20, 2021 |
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Follow Up Friday - Medicare Advantage Within and Outside of FEHB
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Oct 15, 2021 |
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Ep #36: Medicare Advantage Within and Outside of FEHB
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Oct 11, 2021 |
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FERS Federal Fact Check - Should You Collect Unemployment Before Your FERS Pension Check Arrives?
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Oct 06, 2021 |
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Follow Up Friday - Social Security, COLA, TSP
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Oct 01, 2021 |
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Ep #35: Social Security, COLA, TSP
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Sep 27, 2021 |
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FERS Federal Fact Check - Roth TSP Withdrawal Question
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Sep 22, 2021 |
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Follow Up Friday - COLA vs. Pay Increase
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Sep 17, 2021 |
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Ep #34: COLA vs. Pay Increase
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Sep 13, 2021 |
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FERS Federal Fact Check - FEHB Premiums in Retirement
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Sep 08, 2021 |
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Follow Up Friday - Risks in Retirement
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Sep 03, 2021 |
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Ep #33: Risks in Retirement
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Aug 30, 2021 |
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FERS Federal Fact Check - Tax Deductions When You Retire
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Aug 25, 2021 |
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FERS Federal Fact Check - Contributing to Spousal IRA
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Aug 11, 2021 |
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Follow Up Friday - Retiring In December vs. January
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Aug 06, 2021 |
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Ep #32: Retiring In December vs. January
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Aug 02, 2021 |
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FERS Federal Fact Check - Leaving Federal Service for Private-Sector
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Jul 30, 2021 |
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FERS Federal Fact Check - Tax Withdrawal Penalty
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Jul 23, 2021 |
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Follow Up Friday - Derailing Your Retirement
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Jul 23, 2021 |
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Ep #31: Derailing Your Retirement
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Jul 19, 2021 |
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Follow Up Friday - Why Mid-Career Is the MOST Important Time
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Jul 16, 2021 |
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FERS Federal Fact Check - Survivor Benefits and Social Security
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Jul 14, 2021 |
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Ep #30: Why Mid-Career Is the MOST Important Time
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Jul 12, 2021 |
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Follow Up Friday - The Questions You Should Have Asked
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Jul 09, 2021 |
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FERS Federal Fact Check - Postponing Retirement After Age 62
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Jul 07, 2021 |
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Ep #29: The Questions You Should Have Asked
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Jul 05, 2021 |
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FERS Federal Fact Check - Withdrawing from Your TSP
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Jul 02, 2021 |
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Follow Up Friday - Court Orders That Can Half Your Retirement
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Jun 25, 2021 |
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FERS Federal Fact Check - Contributing to Your TSP
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Jun 24, 2021 |
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Ep #28: Court Orders That Can Half Your Retirement
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Jun 21, 2021 |
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Follow Up Friday - TSP and Social Security
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Jun 18, 2021 |
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FERS Federal Fact Check - Unexpected Taxes
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Jun 17, 2021 |
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Ep #27: TSP and Social Security
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Jun 14, 2021 |
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FERS Federal Fact Check - Sick Leave and FERS Benefits Estimate
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Jun 09, 2021 |
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Follow Up Friday - What's The Best Distribution Rate From Your TSP?
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Jun 04, 2021 |
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FERS Federal Fact Check - Before You Cancel FEGLI
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Jun 02, 2021 |
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Ep #26: What's The Best Distribution Rate From Your TSP?
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May 31, 2021 |
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Follow Up Friday – Why Life Events Matter
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May 28, 2021 |
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FERS Federal Fact Check - FERS Spousal Survivor Annuity
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May 27, 2021 |
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Ep #25: Why Life Events Matter
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May 24, 2021 |
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Follow Up Friday - How Much Life Insurance Do You Need?
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May 21, 2021 |
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FERS Federal Fact Check - Using the Roth TSP vs. Traditional TSP
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May 19, 2021 |
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Ep #24: How Much Life Insurance Do You Need?
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May 17, 2021 |
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Follow Up Friday - Best Day to Retire
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May 14, 2021 |
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FERS Federal Fact Check - Preparing for Retirement Under FERS
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May 12, 2021 |
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Ep #23: Best Day to Retire
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May 10, 2021 |
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Ep #22: Estate Planning and TSP Quirks
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May 03, 2021 |
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FERS Federal Fact Check: Complications with FEHB Coverage in Retirement
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Apr 26, 2021 |
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Ep #21: The Years After You Retire
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Apr 19, 2021 |
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FERS Federal Fact Check: FERS Retirement and Sick Leave
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Apr 12, 2021 |
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Ep #20: Phase of Retirement - The Year of Retirement
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Apr 05, 2021 |
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FERS Federal Fact Check: FEHB and Medicare
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Mar 29, 2021 |
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Ep #19: Phase of Retirement - 5 Years Out From Retirement
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Mar 22, 2021 |
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FERS Federal Fact Check: Social Security Strategies
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Mar 15, 2021 |
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Ep #18: Phase of Retirement – 10 Years Out From Retirement
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Mar 08, 2021 |
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FERS Federal Fact Check: Retire Early?
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Mar 01, 2021 |
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Ep #17: Taxes
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Feb 22, 2021 |
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FERS Federal Fact Check: Military Buy Back
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Feb 15, 2021 |
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Ep #16: What's My Pension Worth?
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Feb 08, 2021 |
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FERS Federal Fact Check: Health Insurance Options in Retirement
|
Feb 01, 2021 |
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FERS Federal Fact Check: Where Does My Retirement Income Come From?
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Jan 25, 2021 |
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Ep #15: New Year's Habits
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Jan 18, 2021 |
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FERS Federal Fact Check: Getting Nervous About TSP Losses
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Jan 11, 2021 |
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Ep #14: With Special Guest Mary Beth Franklin
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Jan 04, 2021 |
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FERS Federal Fact Check: Does MRA+10 Qualify for FEHB?
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Dec 28, 2020 |
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Ep #13: Mailbag
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Dec 21, 2020 |
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FERS Federal Fact Check: Live Off of TSP While Postponing Social Security
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Dec 14, 2020 |
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Ep #12: Finding the Right Planner
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Dec 07, 2020 |
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FERS Federal Fact Check: Pull Money Out of TSP and Put in High Interest Savings
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Nov 30, 2020 |
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Ep #11: Should I Stay or Should I Go?
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Nov 23, 2020 |
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FERS Federal Fact Check: Correct Steps to Move from TSP to IRA to Roth IRA
|
Nov 16, 2020 |
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Ep #10: FEHB and Medicare in Open Season
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Nov 09, 2020 |
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FERS Federal Fact Check: Should I Stay Till 70? Or Retire Sooner?
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Nov 02, 2020 |
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Ep #9: Military Buy Back
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Oct 26, 2020 |
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FERS Federal Fact Check: FERS Annuity Supplement Reductions
|
Oct 19, 2020 |
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Ep #8: Q&A
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Oct 12, 2020 |
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FERS Federal Fact Check: How Much Will My Husband Really Get in Retirement?
|
Oct 05, 2020 |
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Ep #7: The Myth of 80% Retirement
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Sep 28, 2020 |
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FERS Federal Fact Check: Contributing to a Roth TSP at Age 56
|
Sep 21, 2020 |
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Ep #6: Social Security Claiming
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Sep 14, 2020 |
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FERS Federal Fact Check: FERS Supplement and Social Security Income Earnings
|
Sep 07, 2020 |
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Ep #5: What Does Retirement Really Look Like??
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Aug 31, 2020 |
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Ep #4: Looking at Insurance in Retirement
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Aug 17, 2020 |
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Ep #3: Other Income
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Aug 03, 2020 |
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Ep #2: What's NOT On Your Retirement Estimate?
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Jul 23, 2020 |
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Ep #1: What's On Your Retirement Estimate?
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Jun 16, 2020 |