Podcast Episodes
Back to SearchSPECIAL EPISODE: New Client Process & Client Experience
Throughout the past few years, the world has undergone a lot of changes. Many people have had to shift their business to be completely virtual in ord…
3 years, 3 months ago
Episode 20: Federal Employee Financial Planning: Meet Your Hosts
You've been listening to Michael, Tommy and John for 20 episodes now, but do you really know them? Every episode, they come together to share their k…
3 years, 4 months ago
Episode 19: Federal Employee Financial Planning: CSRS Vs. FERS
Federal employees had the option to convert from CSRS to FERS when FERS was first created in 1987. Now all federal employees are automatically enroll…
3 years, 4 months ago
Episode 18: Federal Employee Financial Planning: They Are Not Talking To You
Not all financial advice and financial planning is created equally. If you are a federal employee and you are taking advice from an advisor who doesn…
3 years, 4 months ago
Special Episode: VCP Mega Mega Back Door Roth IRA
A Mega Backdoor Roth IRA is a tax strategy available to employees whose retirement plans allow them to make significant after-tax contributions and t…
3 years, 5 months ago
Episode 17: Federal Employee Financial Planning: The Year of Retirement
You've made it! You have finished up with the career you worked in for decades and you are now stepping into your first year of retirement. What does…
3 years, 5 months ago
Episode 16: Federal Employee Financial Planning: Not All Open Seasons Are Created Equal
As a federal employee, open season is your annual opportunity to assess your health care needs and make any necessary changes to your health insuranc…
3 years, 5 months ago
Episode 15: Federal Employee Financial Planning: The Year Before Retirement
The year before retirement can be nerve-racking for many people. The career they've worked so hard for is coming to an end, they have to start making…
3 years, 6 months ago
Episode 14: Federal Long-Term Care Insurance
The Federal Long-Term Care Insurance Program (FLTCIP) provides long-term care insurance to help cover the costs of care if you can no longer perform …
3 years, 6 months ago
Episode 13: Do Federal Employees Need a Financial Planner?
For many people, a "need" is something you can't survive without. So, can federal employees survive without a financial planner? The answer is, of co…
3 years, 7 months ago