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 […]
Conflicting Information About My Lump Sum Annual Leave
”I have gotten conflicting information about my lump sum annual leave. I plan on retiring on 12/31/21. I know that I will get my lump sum A/L payment a few weeks into 2022. Will the IRS count this as income for the tax year 2021 or 2022? Also, will taxes on the lump sum A/L […]
Can you deduct your FEHB premiums in retirement?
I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by 10% for the surviving spouse 50% annuity and that FEHB premiums will be deducted as well. My questions: Are the FEHB premiums in retirement deductible? Is the 10% deduction taxable? […]
Follow Up Friday – Derailing Your Retirement
Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Follow Up Friday – Why Mid-Career Is the MOST Important Time
Learn the important differences between retiring at 60 and retiring at 62. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Follow Up Friday – The Questions You Should Have Asked
Tips for figuring out the best plan for your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe: