Follow Up Friday – What Clients Miss When Talking to Financial Planners
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about the most common things clients miss when talking
#89: What Clients Miss When Talking With Financial Planners
Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this
When is The Best Time to Take Social Security
“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and
Follow Up Friday – Year End Tax Planning
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax
#88: Year End Tax Planning
Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we
What Happens to a Surviving Spouse
“What happens to a surviving spouse if an employee dies while working, but that employee was also in the process of buying back military time?
Follow Up Friday – Irreversible Mistakes After Death
Listen to the Full Episode: Learn how to avoid making irreversable mistakes after death and empower yourself with the knowledge you need to plan for
#87: Irreversible Mistakes After Death
Listen to the Full Episode: Don’t let irreversible mistakes catch you off guard. Empower yourself with the knowledge you need to plan for a secure
How not to get permanently stuck with Minimum Required Distributions
“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS
Follow Up Friday – Thrift Savings Plan with Kim Weaver
Listen to the Full Episode: Learn to make informed retirement decisions and secure your financial future with valuable information in regard to your TSP, covered
#86: Thrift Savings Plan with Kim Weaver
Listen to the Full Episode: Whether you’re just starting your career, planning for retirement, or already in retirement, or someone looking to understand TSP better,
The Importance of Filling Out Beneficiary Designation Forms
“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of