Podcast Episodes
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The Last Year Before Retirement: 5 Steps Every Federal Employee Must Follow
Season 3 Episode 103
Apply for a Retirement Consultation: https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20
📘 Federal Retirement…
3 months, 2 weeks ago
Retiring from Federal Service? Don't Skip These 5 Steps
Season 4 Episode 15
Get the digital book at no cost to you here: https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/
Want to work with Charles? App…
3 months, 2 weeks ago
Federal Employees: Some Are Dying With Too Much Money Left to Enjoy – Will You?
Season 3 Episode 102
“Die with zero does not mean reckless spending. It means thinking intentionally about how to use your money for experiences, family, giving, and purp…
3 months, 3 weeks ago
Federal Employees: Are You Getting Shortchanged on COLA?
Season 4 Episode 14
Federal employees may hear “COLA increase” and assume their retirement income keeps full pace with inflation, but under FERS, the cost-of-living adju…
3 months, 3 weeks ago
TSP Rollover Mistakes That Cost Federal Employees Thousands
Season 3 Episode 101
Most federal employees are told to roll over their TSP when they retire, but that decision should start with a better question: What is this money su…
3 months, 4 weeks ago
TSP 401k Strategy: Keep It or Move It? We've Tested Both
Season 4 Episode 13
TSP vs 401(k) rollover strategy isn’t about where the money goes—it’s about what the money is meant to do.” Discover how to decide whether to keep or…
3 months, 4 weeks ago
Staying the Course in Retirement When the Market Drops
Season 3 Episode 100
Get the digital book at no cost to you here: https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/
Market corrections reveal whet…
4 months ago
Federal Retirees: The Realistic Path to Lower Taxes in Retirement
Season 4 Episode 12
Is a tax-free retirement actually possible for federal retirees with a pension—or is it one of the most misunderstood ideas in retirement planning?” …
4 months, 1 week ago
Your Pension Could Make You Pay MORE in Taxes — Here's Why
Season 3 Episode 99
Want to see how this applies to your Retirement Income? Join our April 29th retirement webinar:
https://event.webinarjam.com/rygmv/register/gwy3num3
“Y…
4 months, 1 week ago
Market Corrections Reveal Who Has a Real Retirement Plan - Don't Flinch
Season 4 Episode 10
FREE Federal Employee Book (PDF):
https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/
The market drops. Don’t flinch.
Market corr…
4 months, 1 week ago