#100 Retirement Real Talk: Honest Conversations About Life After Work

#100 Retirement Real Talk: Honest Conversations About Life After Work

Listen to the Full Episode: Are you ready to retire? Have you considered the emotional part of this journey? Are you and your spouse on the same page about your golden years and have the same expectations? Let’s discuss long-term plans, the difficult situations that life can bring, and the importance of ensuring you enjoy […]

#99 Bonus Pod – Answering Question

Listen to the Full Episode: Join us for our bonus podcast, where we address the questions we received from federal employees before our latest YouTube Live Session. Our financial specialists, Christian Sakamoto and JT Ferrin, have taken the time to provide comprehensive answers to all the inquiries we received. Listen and discover the real-life examples […]

#98 Do You Really Need Life Insurance in Retirement?

#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? In this episode, our experts, Micah and Tammy, dive into the importance of tailored life insurance planning to address individual circumstances effectively. Is life insurance necessary, or how much coverage […]

#97 How to NOT Go Back to Work in Retirement, 3 Things You Need To Know

#97 How to NOT Go Back to Work in Retirement, 3 Things You Need To Know

Listen to the Full Episode: Are you ready to retire without looking back? Let’s discuss essential strategies for retirees to ensure they can enjoy a fulfilling retirement without the need to return to work.  Understanding FERS benefits is only the starting point. But do you know how important it is to understand your financial planning? […]

#96 What is The MOST Important Part of Your Pension?

What is The MOST Important Part of Your Pension?

Listen to the Full Episode: There are a lot of complexities in federal retirement benefits and retirement planning. Let’s unravel the key aspects and pitfalls associated with them! In today’s episode, Micah and Christian discuss the importance of understanding federal retirement benefits and avoiding common mistakes. They highlight the significance of understanding cash flow as […]

#95 Retire Happy: Essential Steps to a Successful Federal Retirement

#95 Retire Happy: Essential Steps to a Successful Federal Retirement

Listen to the Full Episode: What are the essential steps to a successful federal retirement? Join our experts, Micah and Tammy, in today’s episode as they go through the essential steps you need to take to simplify your path forward before it’s too late. From common errors in application to the importance of a well-thought-out […]

#94 Why is My Retirement Losing Money?

#94 Why is My Retirement losing money?

Listen to the Full Episode: Ever wondered why your retirement is losing money despite investment diversification? Join Micah and Christian in our latest episode, where they dive deep into this question, discussing the pitfalls and challenges of investment diversification and how it may only sometimes yield the expected results. Find out why having a structured […]

#93 Your 2024 Retirement Planning Guide

#93 Your 2024 Reritrement Planning Guide

Listen to the Full Episode: As the holiday season ends, it is important to take action about our retirement plans and talk about the changes in the new year! In today’s insightful conversation, Micah and Floyd explore the heartbeat of retirement—cash flow. It’s not just about money; it’s about creating a rhythm for a fulfilling […]

#92: The Crucial Must-Do’s in Estate Planning

#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 […]

#91: Cashflow and Retirement Income Timeline

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 […]

#90: Medicare and FEHB

#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 […]

#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 […]

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Join us for an Exclusive Live Streaming Podcast,

Transform Your Retirement:
Smart Moves with the Thrift Savings Plan.

04.09.2024 I 3:30 PM ET

Ready to turn your retirement dreams into reality? Join us for an engaging YouTube Live podcast where we'll dive deep into the Thrift Savings Plan and help federal employees make informed decisions about their future!