Podcast Episodes
Back to SearchEpisode 60: It's A Damn Shame
Are you taking advantage of all that is available to you as a federal employee? In this episode, Michael, Tommy, Ben, and John discuss the "Rich Men …
1 year, 10 months ago
Episode 59: Financial Grand Slams: Winning Strategies for Federal Employees
How do baseball and financial planning intersect? In this episode, Michael, Tommy, John and Ben break down the game of financial planning. From end-o…
1 year, 11 months ago
Episode 58: The Roth Revolution
What exactly does a Roth account allow you to do? John, Michael, Tommy, and Ben dive into the intricacies of Roth accounts in this episode and discus…
1 year, 11 months ago
Episode 57: Lessons Learned in 2023
In this year-end reflection, Michael, Tommy, Ben, and John dissect the financial landscape of 2023, sharing the surprises and lessons learned along t…
1 year, 11 months ago
Episode 56: Start Small, Start Now
Small steps, big leaps. In this episode, Michael, John and Ben explain the power of initiating modest changes in your financial plan, drawing paralle…
2 years ago
Episode 55: Dual Federal Employees
Unlock the doors to unique planning opportunities for dual federal employees as Michael, John, Tommy, and Ben delve into pre- and post-retirement str…
2 years ago
Episode 54: You Just Got Bad News
You just got a call from the doctor—and it wasn't the news you were hoping for. You're scared, but you're determined to beat this sickness. Although …
2 years, 1 month ago
Episode 53: The Death of a Federal Retiree
In the world of financial planning, the worst time to seek a financial planner is after the death of a spouse. So, in this episode, Michael, John, an…
2 years, 1 month ago
Episode 52: Sick & Annual Leave
Going beyond the dollars and cents, retirement is a lifestyle shift, and it is essential to plan for it as such. In this episode, you'll discover the…
2 years, 1 month ago
Episode 51: Divorce
Getting through a divorce is challenging, but it becomes even more complex when federal or military benefits are involved. In this episode, join Tomm…
2 years, 2 months ago