Ep #61: Estate Planning

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

Pros and Cons of Federal Retirement

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

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

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

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 #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 […]

Ep #46: When Your Retirement Is Off, What Do You Do?

When it’s time for that little blue book to arrive, it’s important not to just file it away. Today, Micah and Tammy share what this little book is and how you can use it to review your retirement benefits. You will learn why it’s so key to ensuring your retirement is on track and also […]

Ep #45: LTC – What You Need To Know And Avoid!

As people get ready to retire, questions about long-term care often start coming up. Although it may not be the most fun subject, it’s a great one to have a solid understanding of and plan for. So, in this episode, Tammy and Micah let you in on the things you most need to know about […]

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 discuss important planning decisions when it comes to retiring as a couple and planning for post-retirement transitions. You will also get a great look into survivor benefits, including what you […]

Ep #43: TSP Withdraw Plans

TSP Withdraw Plans

Sometimes we get so caught up on end-of-the-year stuff that things can easily be missed or slip by us if we’re not careful. Tammy and Micah thought through what some of these things might be and came up with a list that will help you plan ahead when it comes to the TSP in particular. […]

Ep #37: Non Voluntary vs Voluntary Separation

Right now, the entire world revolves around COVID—even more so with executive orders and rules that are requiring employees to get the vaccine by the end of November. Micah and Tammy have gotten quite a few questions about how this situation might play out in terms of federal benefits, so today they’ll be discussing the […]

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