Tax Planning

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,

Ep #12: Finding the Right Planner

Today Micah’s sister, Jamie Shilanski, joins the show to talk about financial planning and the inconsistent advice that many people are hearing regarding their finances.

Ep #11: Should I Stay or Should I Go?

When is the right time to retire? And what are the different options as a federal employee? While everyone wants to retire early, the fact

Ep #6: Social Security Claiming

We hear a lot of people say they want to turn on their social security as soon as possible in order to capitalize on the

Ep #5: What Does Retirement Really Look Like??

Everyone looks forward to retirement and the freedom that comes along with no longer being locked down to a job, but what if it isn’t

Ep #3: Other Income

When you retire, it’s not just about having the time to do everything that you want to do—it’s also about having the money to make

Are HSA’s Use or Lose?

HSA Plan Basics Health Savings Plans (HSA) are a powerful savings tool that could work in conjunction with your health plan if you participate in

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Nick poses a great question worth exploring a little more in depth. The question asks about how several variables in the Federal Retirement System work

Using TSP to Pay Off Your Mortgage

FERS Federal Fact Check! We love answering questions from Federal Employees about their benefits. Our passion for financial planning with Federal Employees has provided us

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,

Ep #12: Finding the Right Planner

Today Micah’s sister, Jamie Shilanski, joins the show to talk about financial planning and the inconsistent advice that many people are hearing regarding their finances.

Ep #11: Should I Stay or Should I Go?

When is the right time to retire? And what are the different options as a federal employee? While everyone wants to retire early, the fact

Ep #6: Social Security Claiming

We hear a lot of people say they want to turn on their social security as soon as possible in order to capitalize on the

Ep #5: What Does Retirement Really Look Like??

Everyone looks forward to retirement and the freedom that comes along with no longer being locked down to a job, but what if it isn’t

Ep #3: Other Income

When you retire, it’s not just about having the time to do everything that you want to do—it’s also about having the money to make

Are HSA’s Use or Lose?

HSA Plan Basics Health Savings Plans (HSA) are a powerful savings tool that could work in conjunction with your health plan if you participate in

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Nick poses a great question worth exploring a little more in depth. The question asks about how several variables in the Federal Retirement System work

Using TSP to Pay Off Your Mortgage

FERS Federal Fact Check! We love answering questions from Federal Employees about their benefits. Our passion for financial planning with Federal Employees has provided us

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,

Ep #12: Finding the Right Planner

Today Micah’s sister, Jamie Shilanski, joins the show to talk about financial planning and the inconsistent advice that many people are hearing regarding their finances.

Ep #11: Should I Stay or Should I Go?

When is the right time to retire? And what are the different options as a federal employee? While everyone wants to retire early, the fact

Ep #6: Social Security Claiming

We hear a lot of people say they want to turn on their social security as soon as possible in order to capitalize on the

Ep #5: What Does Retirement Really Look Like??

Everyone looks forward to retirement and the freedom that comes along with no longer being locked down to a job, but what if it isn’t

Ep #3: Other Income

When you retire, it’s not just about having the time to do everything that you want to do—it’s also about having the money to make

Are HSA’s Use or Lose?

HSA Plan Basics Health Savings Plans (HSA) are a powerful savings tool that could work in conjunction with your health plan if you participate in

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Nick poses a great question worth exploring a little more in depth. The question asks about how several variables in the Federal Retirement System work

Using TSP to Pay Off Your Mortgage

FERS Federal Fact Check! We love answering questions from Federal Employees about their benefits. Our passion for financial planning with Federal Employees has provided us

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,

Ep #12: Finding the Right Planner

Today Micah’s sister, Jamie Shilanski, joins the show to talk about financial planning and the inconsistent advice that many people are hearing regarding their finances.

Ep #11: Should I Stay or Should I Go?

When is the right time to retire? And what are the different options as a federal employee? While everyone wants to retire early, the fact

Ep #6: Social Security Claiming

We hear a lot of people say they want to turn on their social security as soon as possible in order to capitalize on the

Ep #5: What Does Retirement Really Look Like??

Everyone looks forward to retirement and the freedom that comes along with no longer being locked down to a job, but what if it isn’t

Ep #3: Other Income

When you retire, it’s not just about having the time to do everything that you want to do—it’s also about having the money to make

Are HSA’s Use or Lose?

HSA Plan Basics Health Savings Plans (HSA) are a powerful savings tool that could work in conjunction with your health plan if you participate in

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Nick poses a great question worth exploring a little more in depth. The question asks about how several variables in the Federal Retirement System work

Using TSP to Pay Off Your Mortgage

FERS Federal Fact Check! We love answering questions from Federal Employees about their benefits. Our passion for financial planning with Federal Employees has provided us

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Resources for Feds

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In-Person Classes

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In-Person Classes

Ep #11: Should I Stay or Should I Go?

Are HSA’s Use or Lose?

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Ep #11: Should I Stay or Should I Go?

Are HSA’s Use or Lose?

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Ep #11: Should I Stay or Should I Go?

Are HSA’s Use or Lose?

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

Ep #11: Should I Stay or Should I Go?

Are HSA’s Use or Lose?

“I will likely have 5 years of federal service soon. Assuming an average 3 years of $185k, would I be able to take a pension after 5 years and what would be the estimated amount of the pension? Is the pension subject to income taxes if I am 59 when I retire?” – Nick

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