Podcast Episodes
Back to SearchEpisode 40: Investment Jargon Part Two
Do you ever watch or read investment news, only to feel more confused and uncertain than you did before? In this episode, Michael, Tommy, and John te…
2 years, 6 months ago
Episode 39: Investment Jargon Part One
Ever wondered how a bull and a bear could hold the key to understanding the stock market? Join Michael, John, Tommy, and special guest Jeff Hybiak, C…
2 years, 6 months ago
Episode 38: Social Security: The Tax Torpedo
In this episode, John, Tommy, and Ben delve into the intricacies of the Tax Torpedo and its impact on the taxation of Social Security. The Tax Torped…
2 years, 7 months ago
Episode 37: Social Security: Family and Survivor Benefits
Are your spouse and children supported by your Social Security benefits? What happens in the unlikely event that you pass away suddenly and unexpecte…
2 years, 7 months ago
Episode 36: Social Security: Beyond the Basics
Get ready to take your retirement benefits to the next level! As a federal employee, you've got a lot to look forward to: guaranteed FERS benefits an…
2 years, 8 months ago
Episode 35: Social Security: How to Maximize Your Benefits
Do you ever wonder if you're making the right decisions when it comes to Social Security? With countless advertisements bombarding us with a million …
2 years, 8 months ago
Episode 34: Aunt IRMAA
Are you approaching the age of 65 and worried about your Medicare premiums? Do you know what IRMAA is and how it can affect your monthly payments? In…
2 years, 9 months ago
Episode 33: Know the End in the Beginning
Are you ready to retire comfortably and enjoy the fruits of your labor? Retirement planning is not just a reactive process—it's a proactive one. It's…
2 years, 9 months ago
Episode 32: Military Survivor Benefit Open Season
Today we are talking about a once-in-a-lifetime opportunity for military retirees. The open season allows retirees who did not take survivor benefits…
2 years, 9 months ago
Episode 31: Consult Your Tax Advisor
Have you ever been told to "consult your tax advisor?" Are you left wondering who your tax advisor is—or how to find one? Taxes are a year-round aspe…
2 years, 10 months ago