Podcast Episodes
Back to SearchFederal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith
Are you still relying on traditional tax preparation methods or software? In this episode, John, Tommy, and special guest Rachel Meredith from Banks …
1 year, 1 month ago
Understanding Financial Planner Fees The True Cost of Expertise for Federal Employees
Are you paying the right price for financial advice? Join Ben, Michael, John, and Tommy as they break down the complexities of financial advisor fees…
1 year, 2 months ago
SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Employees Should Know
What happens when emotions mix with investments? In this episode, we dive into the intersection of politics, markets, and personal finance. John and …
1 year, 2 months ago
FERS Pension Explained: Key Retirement Options and Benefits for Federal Employees
Are you a federal employee planning for retirement but feeling overwhelmed by your options? In this episode, Michael, Ben, Tommy, and John break down…
1 year, 2 months ago
From Planning to Probate to Inheritance: Navigating Estate Documents and Expert Advice
What happens to your estate planning documents when you move between states? In this episode, Megan Ingram and Julie Steinbacher from Steinbacher, Go…
1 year, 3 months ago
Episode 75: Why Federal Retirees Need Specialized Advice
Are you confused about when to refinance your mortgage or how interest rates affect your decisions? In this episode, John, Tommy, and Ben dive into c…
1 year, 3 months ago
Episode 74: Protecting You from Yourself
Are you truly prepared for the unexpected? In this episode, Michael, Tommy, and John dive into how to protect yourself financially, tackling the comm…
1 year, 4 months ago
Episode 73: Maximizing Social Security with Elaine Floyd
What's the best way to maximize your Social Security benefits? In this episode, Tommy and John dive into this critical topic with expert Elaine Floyd…
1 year, 4 months ago
Episode 72: Are You Ready to Hire a Financial Advisor?
Is it the right time to hire a financial planner? In this episode, Tommy, John, and Michael dive into the intricacies of financial planning and highl…
1 year, 5 months ago
Episode 71: Activate Millionaire Powers
Are you wealthier than you think? In this episode, John, Tommy, and Mike will explore how you can activate your millionaire powers and start making d…
1 year, 5 months ago