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 something were to happen to either one of us. When the survivor dies it then goes to our two children. We’ve made the estate the beneficiary of our life insurance, […]
Ep #63: When Your TSP is Down 25%
Listen to the Full Episode: There are a couple of times a year when it’s really important to have clients come in and review things. As we move into the fall/winter season, this is one of those times for both Micah and today’s guest, Christian Sakamoto. Today Christian and Micah talk about some of the […]
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 to want to review very often. Despite the common reluctance, there are important details that you will need to review, update, and stay on top of in this area. So […]
Ep #60: Pros and Cons of Federal Employment
Listen to the Full Episode: Misdirected advice can often be the most costly advice. So when we get advice, it’s important to hit pause to make sure it makes sense for you. If you’re in a place where you’re weighing the pros and cons of leaving federal service, don’t miss this episode. Tammy and Micah […]
Ep #59: You Ask, We Answer
Listen to the Full Episode: Christian Sakamoto joins the show again today to help answer some of the top questions we get from people who want to make sure they’re on track for retirement. He will help tackle common misconceptions about being ready for retirement and discuss the details of what actually makes the biggest […]
Ep #58: Roth Conversion Options
Listen to the Full Episode: Have you noticed that the markets are down? Did you know there are some key opportunities to look into when this happens? Well, it just so happens that a phenomenal financial advisor, Christian Sakamoto, is joining the show today to chat with Micah about looking into doing Roth conversions. Listen […]
Ep #57: The Myths Before Retirement
Listen to the Full Episode: Sometimes there are misconceptions we have that lead to big mistakes before retirement—and they all stem from one main problem. In this episode, Micah and Tammy discuss some of the biggest pre-retirement mistakes people make and how you can put a plan in place that allows you to avoid making […]
Ep #56: Moving Investments Into Your TSP
Listen to the Full Episode: Many people want to move investments into or out of their TSP, and there are a lot of questions surrounding this lately. Listen in as Micah and Tammy bring up some of the most common questions and dive into what you need to know in order to make solid decisions […]
Ep #54: Bad Advice
Micah and Tammy have been seeing lots of mistakes and missteps happening lately, with more people reaching out to see whether they were wrong or right—and often having to find ways to fix the things that weren’t right. So in today’s episode, they’re jumping in to address a few of the situations they have been […]
Ep #53: To Buy or Not To Buy Your Military Time Back
The question of whether to buy back military time is something that affects a lot of people. This episode features Christian Sakamoto, a great advisor from our office who has valuable insight to share on this topic. Today, he and Micah discuss the key areas that you need to be aware of to decide whether […]
Ep #52: How Much Do You Want to Spend in Retirement?
How do you achieve retirement dreams and get an income that you can’t outlive in retirement? Micah is flying solo in today’s podcast to answer this indirect question that he gets when meeting with clients. He discusses how to decide what you want to spend in retirement and shares the tools he uses to help […]
Should I buy back 20 years of military time?
“Greetings, I am retired from the Army after 20 years as a Staff Sergeant. I am currently a GS 14 with 11 years under FERS. When I retire do I keep my military retirement monthly check and a fed GS retirement separate from the military time? Or should I buy back the time and retire […]