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FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
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- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
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- Thrift Savings Plan
- Videos
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Federal Employee Financial Planning: Dual Federal Employees (EP55)
Unique planning opportunities for dual federal couples About the Episode: •Health insurance as a dual federal couple •Survivor benefits as…
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Federal Employee Financial Planning: You Just Got Bad News (EP54)
What should you do if you receive bad news from the doctor? About the Episode: •Why you should find a…
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Federal Employee Financial Planning: The Death of a Federal Retiree (EP53)
What happens after the death of a federal retiree? About the Episode: •Why working with a financial planner at a…
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Federal Employee Financial Planning: Sick & Annual Leave (EP52)
Should you be using your sick and annual leave? About the Episode: •Plan for what you will do to fill…
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Federal Employee Financial Planning: Divorce (EP51)
Discover how to navigate divorce with federal benefits. About the Episode: •Prioritize fair negotiation and due diligence •Find the right…
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FEFP: Demanding Fiduciary Excellence & What That Means (EP50)
Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? About…
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FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)
Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we…
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The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)
Plan for your retirement effectively through understanding your Medicare options. About the Episode: •What TRICARE For Life is •How to…
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FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
Understanding the Medicare changes can help you plan efficiently. About the Episode: •What the “donut hole” is •Changes to be…