Ep #64: Spending Money in Retirement
Listen to the Full Episode: Christian Sakamoto joins the show again today to discuss cash flow and the money you spend in retirement. This is
Checking Beneficiary Designations
“My wife and I updated our wills two years ago, it states that all of our estate is to go to the survivor and if
Ep #63: When Your TSP is Down 25%
Listen to the Full Episode: There are a couple of times a year when it’s really important to have clients come in and review things.
Divorce and Your Pension
“I am in the process of divorcing (prior to my federal retirement). I am considering agreeing to providing my soon to be ex-spouse partial survivor
Ep #62: Mistakes To Avoid When A Federal Employee Passes Away
Listen to the Full Episode: The effects of inaccurate information can be devastating, and there’s a lot of questionable information out there. So, in this
Roth Conversions and Taxes
“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.
Ep #61: Estate Planning
Listen to the Full Episode: Today Micah and Tammy tackle estate planning, a topic that impacts a lot of people, but that we don’t tend
Using FERS as a Down Payment
“Can I withdraw my FERS to use as a down payment for purchase of Real Estate?” – Tracey. https://www.youtube.com/watch?v=CPm4DDHl0-c&feature=youtu.be When Federal Employees use their retirement
Ep #60: Pros and Cons of Federal Employment
Listen to the Full Episode: Misdirected advice can often be the most costly advice. So when we get advice, it’s important to hit pause to
Is FERS Supplement subject to SS Earnings Test?
“Planning on retiring at my MRA, is the FERS supplement subject to the social security earnings test? Thank you for your time!” – Craig. Underestimating
Ep #59: You Ask, We Answer
Listen to the Full Episode: Christian Sakamoto joins the show again today to help answer some of the top questions we get from people who
Changing the Distribution of your TSP
“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from
