Podcast Episodes
Back to SearchEpisode 30: SECURE 2.0
The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought about significant changes to retirement planning in December 2019, and…
2 years, 10 months ago
Episode 29: New Year, New Goals
Tax planning and financial planning shouldn't be once-a-year activities. It's important to make them a year-round priority to ensure a secure financi…
2 years, 11 months ago
Episode 28: Tax Planning for Charitable Giving
Charitable giving is a great way to give back to the community and can also provide great tax benefits for yourself. Depending on the type of charita…
2 years, 11 months ago
Episode 27: Managing Retirement Accounts During Volatile Times
When the market becomes volatile, it can put a damper on years of otherwise diligent retirement planning and create anxiety around when and how retir…
3 years ago
Episode 26: C-O-L-A Cost of Living Adjustment
Cost of living adjustment (COLA) is an increase in pay that is related to some measure of economic activity, keeping up with the cost of living. This…
3 years ago
Episode 25: Annuities the 4 Letter Word
Annuities have developed a bad reputation over the years. In this episode, Michael, Tommy and John will be discussing annuities and explaining what …
3 years, 1 month ago
Episode 24: Mortgages, Home Equity Lines, and Interest Rates with James Anderson of CapCenter
In this episode, James Anderson, Regional Manager at CapCenter, will be joining the show to shed light on mortgages, home equity lines, and interest …
3 years, 1 month ago
Episode 23: Introduction to Estate Planning with Heather Szajda
Despite what many people believe, estate planning isn't just for the ultra-wealthy or the elderly. Everyone, regardless of financial status or age, c…
3 years, 2 months ago
Episode 22: Retirement Plan Success Rate = 100 %
As a federal employee, you have many options available to you in order to plan for a successful retirement. In fact, with the number of benefits you'…
3 years, 2 months ago
Episode 21: Federal Employee Financial Planning: FEHB
The Federal Employee Health Benefits (FEHB) Program is one of the best benefits federal employees have. It ensures that families and individuals meet…
3 years, 3 months ago