Survivor Benefits & Estate Planning

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

Listen to the Full Episode: Are you ready to turn your retirement savings into a reliable income stream as Federal Employee? Navigating the complexities of

#106 How Much Should You Leave To Your Beneficiary

Listen to the Full Episode: Are you confident your loved ones will be financially secure when you’re gone? Have you ever wondered what happens to

#98 Do You Really Need Life Insurance in Retirement?

Listen to the Full Episode: Federal retirees face unique challenges, from income replacement to tax considerations. But what about life insurance needs and survivor benefits?

#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

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?

#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

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

Ep #72: Criminal Issues with Health Insurance and Survival Benefits

Listen to the Full Episode: Accidents happen, but some come with severe consequences. For example, when covering someone with your HSA that you shouldn’t cover,

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 #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

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

Keeping FEHB in Retirement

“I have a question related to something in one of your articles about FEHB and Medicare. The article stated: “As a full-time Federal employee, you

You Ask, We Answer – FERS Retirement Application

“Thank you very much for the great information. Question: Do I need to list my ex-spouse on my FERS retirement application if we were married

TSP Beneficiary is a Trust

“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for

Ep #44: No Love Like Survivor Benefits (Heart)

Now that we’re in February, we’re going to call this episode “the love episode”—and there’s no love like survivor benefits. So today, Micah and Tammy

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

Listen to the Full Episode: Are you ready to turn your retirement savings into a reliable income stream as Federal Employee? Navigating the complexities of

#106 How Much Should You Leave To Your Beneficiary

Listen to the Full Episode: Are you confident your loved ones will be financially secure when you’re gone? Have you ever wondered what happens to

#98 Do You Really Need Life Insurance in Retirement?

Listen to the Full Episode: Federal retirees face unique challenges, from income replacement to tax considerations. But what about life insurance needs and survivor benefits?

#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

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?

#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

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

Changes in Planning Over The Years Social Security

Ep #72: Criminal Issues with Health Insurance and Survival Benefits

Listen to the Full Episode: Accidents happen, but some come with severe consequences. For example, when covering someone with your HSA that you shouldn’t cover,

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 #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

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

Keeping FEHB in Retirement

“I have a question related to something in one of your articles about FEHB and Medicare. The article stated: “As a full-time Federal employee, you

You Ask, We Answer – FERS Retirement Application

“Thank you very much for the great information. Question: Do I need to list my ex-spouse on my FERS retirement application if we were married

TSP Beneficiary is a Trust

“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for

Ep #44: No Love Like Survivor Benefits (Heart)

Now that we’re in February, we’re going to call this episode “the love episode”—and there’s no love like survivor benefits. So today, Micah and Tammy

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

Listen to the Full Episode: Are you ready to turn your retirement savings into a reliable income stream as Federal Employee? Navigating the complexities of

#106 How Much Should You Leave To Your Beneficiary

Listen to the Full Episode: Are you confident your loved ones will be financially secure when you’re gone? Have you ever wondered what happens to

#98 Do You Really Need Life Insurance in Retirement?

Listen to the Full Episode: Federal retirees face unique challenges, from income replacement to tax considerations. But what about life insurance needs and survivor benefits?

#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

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?

#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

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

Ep #72: Criminal Issues with Health Insurance and Survival Benefits

Listen to the Full Episode: Accidents happen, but some come with severe consequences. For example, when covering someone with your HSA that you shouldn’t cover,

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 #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

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

Keeping FEHB in Retirement

“I have a question related to something in one of your articles about FEHB and Medicare. The article stated: “As a full-time Federal employee, you

You Ask, We Answer – FERS Retirement Application

“Thank you very much for the great information. Question: Do I need to list my ex-spouse on my FERS retirement application if we were married

TSP Beneficiary is a Trust

“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for

Ep #44: No Love Like Survivor Benefits (Heart)

Now that we’re in February, we’re going to call this episode “the love episode”—and there’s no love like survivor benefits. So today, Micah and Tammy

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

Listen to the Full Episode: Are you ready to turn your retirement savings into a reliable income stream as Federal Employee? Navigating the complexities of

#106 How Much Should You Leave To Your Beneficiary

Listen to the Full Episode: Are you confident your loved ones will be financially secure when you’re gone? Have you ever wondered what happens to

#98 Do You Really Need Life Insurance in Retirement?

Listen to the Full Episode: Federal retirees face unique challenges, from income replacement to tax considerations. But what about life insurance needs and survivor benefits?

#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

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?

#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

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

Ep #72: Criminal Issues with Health Insurance and Survival Benefits

Listen to the Full Episode: Accidents happen, but some come with severe consequences. For example, when covering someone with your HSA that you shouldn’t cover,

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 #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

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

Keeping FEHB in Retirement

“I have a question related to something in one of your articles about FEHB and Medicare. The article stated: “As a full-time Federal employee, you

You Ask, We Answer – FERS Retirement Application

“Thank you very much for the great information. Question: Do I need to list my ex-spouse on my FERS retirement application if we were married

TSP Beneficiary is a Trust

“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for

Ep #44: No Love Like Survivor Benefits (Heart)

Now that we’re in February, we’re going to call this episode “the love episode”—and there’s no love like survivor benefits. So today, Micah and Tammy

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#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

The Importance of Filling Out Beneficiary Designation Forms

Checking Beneficiary Designations

Keeping FEHB in Retirement

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

The Importance of Filling Out Beneficiary Designation Forms

Checking Beneficiary Designations

Keeping FEHB in Retirement

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

The Importance of Filling Out Beneficiary Designation Forms

Checking Beneficiary Designations

Keeping FEHB in Retirement

#110 5 Things You Need To Know As A Federal Employee BEFORE You Retire

The Importance of Filling Out Beneficiary Designation Forms

Checking Beneficiary Designations

Keeping FEHB in Retirement

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