#92: The Crucial Must-Do’s in Estate Planning
Listen to the Full Episode: You already know how important estate planning is for your retirement, but do you know the crucial must-do’s? In this episode, Micah Shilanski, joined by our expert advisors, Christian and JT, are discussing the essential aspects of estate planning and the significance of three fundamental documents for every adult aged […]
61 and Your FERS Supplement
”Hi, I’m 61 years old and my FERS supplement is ending soon. What should I do when that income goes away? And how am I going to supplement that income that’s normally there? Thanks.”
Follow Up Friday – Cashflow and Retirement Income Timeline
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about the importance of retirement planning and the use of a retirement income timeline tool to help plan for retirement. Quick LinksGet Embed PlayerShare on SocialDownload Audio File Enjoy the show? Use the Links Below to Subscribe: […]
#91: Cashflow and Retirement Income Timeline
Listen to the Full Episode: It’s time to get invaluable insights from cash flow considerations to navigating the intricate rules of the Federal Employees Retirement System (FERS). Discover the three pillars of federal employee income – pension, Social Security, and TSP/investment income. Our experts, Christian Sakamoto, CFP, and JT Ferrin, CFP, dive deep into the […]
FEHB Disability Pension & MRA
”I receive a FERS disability pension, with less than 10 years service. My minimum retirement age by year of birth is 57, but I only have 8.5 years of service, my urgent age is 59, and I also receive my prior military retirement. Since I have less than 10 years of service i was told […]
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: