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    Business

    Plan Your Federal Retirement Podcast

    Financial Planner and benefits professional discuss the intricacies of
    the Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work.

    Investment advisory services offered through CWM, LLC, an
    SEC Registered Investment Advisor. 431 W 7th Ave Ste
    100 Anchorage, AK 99501 (907) 278-1350

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Follow Up Friday - Retirement Rules living abroad Sep 01, 2023
    Show notes

    Learn about your options for living abroad in retirement and find out everything you need to keep your benefits, covered by Sierra Steele.

    https://bit.ly/45vmhLA


    #84: Retirement Rules living abroad Aug 28, 2023
    Show notes

    Do you wonder about your options for living abroad in retirement? Are you ready for change but need to know everything you need to keep your benefits?

    In this podcast episode, Joe Curry, CFPⓇ, CHS, joins Micah to delve into the intricate details of retiring abroad. The episode serves as a comprehensive guide for individuals considering the move, covering various challenges and considerations that arise when relocating for retirement.

    Get valuable advice and insightful perspectives, from the complexities of financial planning across international borders to the nuances of healthcare options. Whether you're contemplating a move abroad or simply curious about the subject, this episode offers a wealth of information and inspiration to guide you through the journey of international retirement.

    https://bit.ly/3Eb2Zzf


    FERS Federal Fact Check - FERS Eligibility Aug 23, 2023
    Show notes

    All you need to know about your FERS eligibility.

    https://bit.ly/44d4zuU


    Follow Up Friday - Dual Feds FEHB Rules Aug 18, 2023
    Show notes

    Learn why the Federal Employee Health Benefits (FEHB) is such an excellent benefit for federal employees, allowing them to keep health insurance into retirement, covered by Sierra Steele.

    https://bit.ly/3YAsqnc


    Ep #83: Dual Feds FEHB Rules Aug 14, 2023
    Show notes

    In this episode of Plan Your Federal Retirement Podcast, Micah and Jamie discuss the Federal Employee Health Benefits (FEHB) and how it is an excellent benefit for federal employees, allowing them to keep health insurance into retirement. But most importantly, they dive into the rules for dual Feds, which refers to a married couple where both are federal employees. Find out what actions you should take to keep FEHB in retirement and why reviewing your health insurance options during Open Season is so important.

    https://bit.ly/3YrhjwI


    FERS Federal Fact Check - Moving from TSP to a Roth Aug 09, 2023
    Show notes

    I'm about 10 years out from retirement. I'm wanting to stop putting money into the traditonal tsp and start a roth. Is that doable. Forms?

    Here's what you need to know:

    https://bit.ly/3DHv40L


    Follow Up Friday - HR - Are they RIGHT or WRONG? Aug 04, 2023
    Show notes

    Learn what the importance is of understanding the rules and regulations for federal employee retirement, covered by Sierra Steele.

    https://bit.ly/3DGvJ2G


    Ep #82: HR - Are they RIGHT or WRONG? Jul 31, 2023
    Show notes

    Are you a federal employee planning for retirement? Do you know that negative outcomes can be prevented if only you know how to find the correct information and understand all the pieces of the Federal Retirement puzzle? But… what if the information you get from HR or OPM is different than what you think is right? How to verify if it is correct or not?

    Tune in to this podcast with Jamie and Micah as they discuss the importance of understanding the rules and regulations for federal employee retirement. Hear the real-life examples of clients who received incorrect information and emphasize the need to consult accurate sources and experienced professionals. Learn about strategies for transitioning into retirement and how to differentiate between emotional and financial readiness for retirement.

    https://bit.ly/3DvRX7l


    FERS Federal Fact Check - What happens to your Unused Sick Leave in retirement? Jul 26, 2023
    Show notes

    Everything you need to know about your unused sick in retirement.

    https://bit.ly/3Oc3T48


    Follow Up Friday - What To Have In Savings? Jul 21, 2023
    Show notes

    How do you know what to have in savings? Learn all about great tips on how to organize your savings and what your goal should be, covered by Sierra Steele.

    https://bit.ly/3PTagee


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