Ep #24: How Much Life Insurance Do You Need?
With so many misconceptions around life insurance, it can be hard to determine the appropriate plan or amount for your needs. Unfortunately, there are some people in the financial business that believe it is a one size fits all service, however that is not the case. So where do you begin? In this episode, Micah […]
Follow Up Friday – Best Day to Retire
How to properly plan for the day of your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Ep #23: Best Day to Retire
With more retirement planning and with every year that retirement gets closer, the question is often asked, “What day is best to retire?” Tammy and Micah sit down to set the record straight when it comes to choosing a retirement date. They share how people tend to focus on maximizing benefits and where else you […]
Ep #22: Estate Planning and TSP Quirks
Do you have a plan put in place for who will inherit your assets after your demise? Many people are solely focused on increasing their assets whilst they are still alive, but often forget about securing who it will all go to when they are gone. In this episode, Micah and Tammy will be discussing […]
Ep #21: The Years After You Retire
Ensuring you have met your savings goals during your retirement planning is incredibly important, but it is just one of many things to consider. Unfortunately, retirement planning doesn’t stop when you retire, and it’s important to make sure you’ll be able to maintain your goals once you have retired. So in this episode, Micah and […]
Ep #20: Phase of Retirement – The Year of Retirement
When it comes to your retirement, it can be a very stressful time—or it can be a very smooth transition. It really comes down to what planning you have put in place to set yourself up for success. In this episode, Micah and Tammy will be sharing the practices you must have in place the […]
Ep #19: Phase of Retirement – 5 Years Out From Retirement
When we consider retirement, most of us think about this chapter in our lives as a positive time—and it can be, as long as we are fully prepared. So today, Micah and Tammy will be discussing all the measurements to put in place as you approach your retirement. They will be sharing how to […]
Ep #18: Phase of Retirement – 10 Years Out From Retirement
When you are planning for your retirement, there are a lot of different areas you need to be aware of financially, and it can be an overwhelming amount of information to take in at once. So today, Tammy and Micah will be discussing the key factors to keep an eye on when you are 5-10 […]
Ep #17: Taxes
Tax season is upon us, and for many, it is a scary time. With so many opinions floating around, it is hard to decipher between what is fact and what is simply a misconception. So today Tammy and Micah will be discussing common mistakes made when it comes to taxes and how to avoid them […]
Ep #16: What’s My Pension Worth?
Does it make sense to stay a full thirty years in the federal government just to receive a better pension? Ten years (or more) before retirement, many employees begin to question whether it is worth remaining in their positions or if they should try something new. In this episode, Micah and Tammy discuss what your […]
Ep #15: New Year’s Habits
There is so much that we can’t control, and it’s easy to focus on those things and feel helpless to stop them. But in this episode, we’re flipping the narrative and focusing on the things we can control in our personal lives that can really make an impact on your retirement plan. Listen in to […]
Ep #14: With Special Guest Mary Beth Franklin
Mary Beth Franklin is our go-to expert for all things Social Security benefits. With over 40 years as a financial journalist and a CFP designation, she has a wealth of knowledge and understands Social Security from the financial planning point of view. She is a contributing editor at InvestmentNews, an author, and an in-demand speaker […]
