Follow Up Friday – Medicare and FEHB
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn everything you need to know about Medicare and Federal Employees Health Benefits. Quick LinksGet Embed PlayerShare on SocialDownload Audio File Enjoy the show? Use the Links Below to Subscribe:
#90: Medicare and FEHB
Listen to the Full Episode: What coverage do you have, and what coverage do you actually need?Join Micah and Tammy in this episode, where they explain everything you need to know about Medicare and Federal Employees Health Benefits, providing you with the answers you need to make informed decisions about your health coverage. Understand the […]
Maximizing Roth Gains in Retirement
I absolutely loved the episode on what you cannot do in the TSP. Naturally, it brought up other questions in my mind. Before I got smart in 2019 and started funneling all of my TSP contributions to Roth, I had designated contributions into Traditional TSP. What is a good strategy when I start withdrawing? Ideally, […]
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 with Financial Planners. Enjoy the show? Use the Links Below to Subscribe:
#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 busy Surge season. Micah Shilanski, Christian Sakamoto, and JT Ferrin dive into the strategic use of Roth conversions and why it’s essential to have a long-term view of your tax […]
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 invest in TSP, also disabled. I hope this make sense.” https://www.youtube.com/watch?v=hD8YzFrTKI0
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 Planning. Enjoy the show? Use the Links Below to Subscribe:
#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 explore strategies to maximize your savings, minimize your tax burden, and tackle your taxes before the last minute of the year comes. Micah and Floyd will guide you through reviewing […]
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? My husband has 16 years of service as a Civil Service employee (under FERS), and is currently buying back his military time (12 yrs of military service.) He’s paid a […]
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 a secure future, covered by Sierra Steele. Enjoy the show? Use the Links Below to Subscribe:
