Podcast Episodes
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TSP Withdrawal Strategies for Federal Retirees: Top Considerations Before Withdrawing
Season 3 Episode 93
Your TSP withdrawal strategy can affect your retirement income, tax exposure, and overall flexibility in retirement. In this episode, we discuss TSP …
5 months, 3 weeks ago
Roth Conversion Timing for Federal Employees: Timing Mistakes Some Overlook
Season 4 Episode 5
Roth conversion timing mistakes can quietly cost federal employees thousands in unnecessary taxes. If you retire with a TSP, 401(k), or traditional I…
5 months, 3 weeks ago
Is Delaying Social Security Actually Worth It If You Have a FERS Pension?
Season 3 Episode 92
Federal employees with a FERS pension have a unique advantage when deciding when to claim Social Security—but choosing the wrong claiming age can sig…
6 months ago
First Year Retired? You're Probably Making This Mistake—Pivot
Season 4 Episode 4
Retirement planning mistakes federal employees make in their first year — from TSP decisions to FEHB coordination and Social Security timing — can co…
6 months ago
Roth Conversions: Early vs. Late Retirement Timing
Season 3 Episode 91
Early retirement Roth conversion timing can significantly reduce lifetime taxes by capturing lower tax brackets before Social Security, Medicare IRMA…
6 months, 1 week ago
Federal Employees With $1M TSP Should Listen to This Episode
Season 3 Episode 3
Federal Employees With $1M TSP Should Watch This — deeper insights on TSP retirement strategy, risk management, and portfolio allocation for federal …
6 months, 1 week ago
Your $1M TSP Allocation is Probably Wrong | Here's Why—Fiduciary Case Review
Season 3 Episode 90
As fiduciaries, when we review a $1 million TSP portfolio, our first priority isn’t performance — it’s protecting retirement income from sequence of …
6 months, 2 weeks ago
3 TSP Mistakes That Could Cost You +$100K in Retirement
Season 4 Episode 2
I've reviewed thousands of federal employee TSP accounts. And the biggest losses usually don't come from market crashes. They come from withdrawal ti…
6 months, 2 weeks ago
If You Don't Understand These 5 Pillars, You May Not Ready to Retire
Season 3 Episode 89
“Federal retirement planning doesn’t need to be a 60-page binder. Most near-retirees only face two or three major decisions that truly determine thei…
6 months, 3 weeks ago
Retirement Moves in the 6-Figures That Most Pension Holders Get Wrong
Season 4 Episode 1
We examine a realistic scenario for a client with a $750,000 TSP/401(K) and a $40,000 pension, focusing on adjustments in fund allocation, and a fina…
6 months, 3 weeks ago