Stay ConnectedFinancial 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.
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Christian Sakamoto joins the show again today to discuss cash flow and the money you spend in retirement. This is often a topic that isn't addressed properly, and budgeting typically puts a bad taste in people's mouths, but in this episode, you will hear why some of the greatest advisors actually get down to the nitty gritty budgeting details with their clients when it comes to retirement. Listen in as Micah and Christian dish out tips for better understanding your cash flow and creating a better budget that actually works and sticks.
You can find all show notes for this episode at: https://plan-your-federal-retirement.com/64
There are a couple of times a year when it's really important to have clients come in and review things. As we move into the fall/winter season, this is one of those times for both Micah and today's guest, Christian Sakamoto. Today Christian and Micah talk about some of the key things they're discussing with clients and how they use this transitional season to ensure everyone is on the right track.
You can find all show notes for this episode at: https://plan-your-federal-retirement.com/63
The effects of inaccurate information can be devastating, and there's a lot of questionable information out there. So, in this episode, Micah and Tammy discuss some important things to be aware of when it comes to a Federal employee passing away. They both draw from some recent situations they have had to help clients through and share tips on how to avoid common mistakes.
You can find all show notes for this episode at: https://plan-your-federal-retirement.com/62
Answering a question about converting a TSP to a Roth IRA in the most tax-advantaged way possible.
Today Micah and Tammy tackle estate planning, a topic that impacts a lot of people, but that we don't tend to want to review very often. Despite the common reluctance, there are important details that you will need to review, update, and stay on top of in this area. So don't miss this episode, where you will hear about how estate planning specifically affects federal employees and where to start.
You can find all show notes for this episode at: https://plan-your-federal-retirement.com/61
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