Thrift Savings Plan & Investments

Moving from TSP to a Roth

“I’m about 10 years out from retirement. I’m wanting to stop putting money into the traditional tsp and start a Roth. Is that doable?” –

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

Advantages and Disadvantages of filing out beneficiary designation forms with TSP and FEGLI

“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of

Follow Up Friday – 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Learn what’s possible and what’s not when it comes to your TSP in retirement. Here are the 7 things you

Ep #79: 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Retirement can be challenging, especially when it comes to managing your finances. One of the biggest mistakes you can make

ROTH TSP Contributions

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #74: Choosing the best Retirement Plan

Listen to the Full Episode: One of the most essential and fundamental questions is choosing the right federal retirement plan! Do you know how much

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Ep #70: Changes in Planning Over The Years, Social Security

Listen to the Full Episode: The benefits in retirement that Federal Employees have are based on three things: Pension Social Security TSP To avoid misconceptions

Does it make sense to consolidate for your retirement?

“I have been working in the federal system for 3 years and will retire within the next 5 years. I am 62. I have a

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

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.

Using FERS as a Down Payment

“Can I withdraw my FERS to use as a down payment for purchase of Real Estate?” – Tracey. https://www.youtube.com/watch?v=CPm4DDHl0-c&feature=youtu.be When Federal Employees use their retirement

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Follow Up Friday – Moving Investments Into Your TSP

Listen to the Full Episode: Pros and cons to moving investments around. Enjoy the show? Use the Links Below to Subscribe:

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

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #52: How Much Do You Want to Spend 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

Moving from TSP to a Roth

“I’m about 10 years out from retirement. I’m wanting to stop putting money into the traditional tsp and start a Roth. Is that doable?” –

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

Advantages and Disadvantages of filing out beneficiary designation forms with TSP and FEGLI

“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of

Follow Up Friday – 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Learn what’s possible and what’s not when it comes to your TSP in retirement. Here are the 7 things you

Ep #79: 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Retirement can be challenging, especially when it comes to managing your finances. One of the biggest mistakes you can make

ROTH TSP Contributions

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #74: Choosing the best Retirement Plan

Listen to the Full Episode: One of the most essential and fundamental questions is choosing the right federal retirement plan! Do you know how much

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Ep #70: Changes in Planning Over The Years, Social Security

Listen to the Full Episode: The benefits in retirement that Federal Employees have are based on three things: Pension Social Security TSP To avoid misconceptions

Does it make sense to consolidate for your retirement?

“I have been working in the federal system for 3 years and will retire within the next 5 years. I am 62. I have a

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

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.

Using FERS as a Down Payment

“Can I withdraw my FERS to use as a down payment for purchase of Real Estate?” – Tracey. https://www.youtube.com/watch?v=CPm4DDHl0-c&feature=youtu.be When Federal Employees use their retirement

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Follow Up Friday – Moving Investments Into Your TSP

Listen to the Full Episode: Pros and cons to moving investments around. Enjoy the show? Use the Links Below to Subscribe:

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

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #52: How Much Do You Want to Spend 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

Moving from TSP to a Roth

“I’m about 10 years out from retirement. I’m wanting to stop putting money into the traditional tsp and start a Roth. Is that doable?” –

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

Advantages and Disadvantages of filing out beneficiary designation forms with TSP and FEGLI

“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of

Follow Up Friday – 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Learn what’s possible and what’s not when it comes to your TSP in retirement. Here are the 7 things you

Ep #79: 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Retirement can be challenging, especially when it comes to managing your finances. One of the biggest mistakes you can make

ROTH TSP Contributions

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #74: Choosing the best Retirement Plan

Listen to the Full Episode: One of the most essential and fundamental questions is choosing the right federal retirement plan! Do you know how much

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Ep #70: Changes in Planning Over The Years, Social Security

Listen to the Full Episode: The benefits in retirement that Federal Employees have are based on three things: Pension Social Security TSP To avoid misconceptions

Does it make sense to consolidate for your retirement?

“I have been working in the federal system for 3 years and will retire within the next 5 years. I am 62. I have a

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

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.

Using FERS as a Down Payment

“Can I withdraw my FERS to use as a down payment for purchase of Real Estate?” – Tracey. https://www.youtube.com/watch?v=CPm4DDHl0-c&feature=youtu.be When Federal Employees use their retirement

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Follow Up Friday – Moving Investments Into Your TSP

Listen to the Full Episode: Pros and cons to moving investments around. Enjoy the show? Use the Links Below to Subscribe:

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

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #52: How Much Do You Want to Spend 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

Moving from TSP to a Roth

“I’m about 10 years out from retirement. I’m wanting to stop putting money into the traditional tsp and start a Roth. Is that doable?” –

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

Advantages and Disadvantages of filing out beneficiary designation forms with TSP and FEGLI

“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of

Follow Up Friday – 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Learn what’s possible and what’s not when it comes to your TSP in retirement. Here are the 7 things you

Ep #79: 7 Things You Can NOT Do in TSP in Retirement

Listen to the Full Episode: Retirement can be challenging, especially when it comes to managing your finances. One of the biggest mistakes you can make

ROTH TSP Contributions

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

Ep #74: Choosing the best Retirement Plan

Listen to the Full Episode: One of the most essential and fundamental questions is choosing the right federal retirement plan! Do you know how much

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Ep #70: Changes in Planning Over The Years, Social Security

Listen to the Full Episode: The benefits in retirement that Federal Employees have are based on three things: Pension Social Security TSP To avoid misconceptions

Does it make sense to consolidate for your retirement?

“I have been working in the federal system for 3 years and will retire within the next 5 years. I am 62. I have a

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

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.

Using FERS as a Down Payment

“Can I withdraw my FERS to use as a down payment for purchase of Real Estate?” – Tracey. https://www.youtube.com/watch?v=CPm4DDHl0-c&feature=youtu.be When Federal Employees use their retirement