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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
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    Latest Episodes:
    Follow Up Friday - TSP & Market Volatility: Part 3 - Silver Linings Dec 10, 2021
    Show notes

    How to change your TSP and what allocations to make when planning for retirement.

    https://bit.ly/3GmZuVr


    Ep #40: TSP & Market Volatility: Part 3 - Silver Linings Dec 06, 2021
    Show notes

    In this mini-series, Micah and Tammy have been talking about your TSP during a time of volatility and the strategies you can implement to encourage growth and stability at all times. (If you haven't yet, check out the previous two episodes where they answer questions about TSP in retirement and outline the bucket strategy.) This third episode is all about the silver linings and great changes the TSP has made and why it is such a great wealth-building investment tool.

    You can find all show notes for this episode at: https://plan-your-federal-retirement.com/40


    FERS Federal Fact Check - RMDs and Thinking Ahead Dec 01, 2021
    Show notes

    Tax planning strategies around required minimum distributions.

    https://bit.ly/3CQB98h


    Ep #39: TSP & Market Volatility: Part 2 - Buckets Nov 22, 2021
    Show notes

    Today, Tammy and Micah continue to address questions they've been receiving regarding your TSP and market volatility. In this second part of the series, they will focus on giving insight into the strategies they use when planning. (If you haven't tuned in to the first part, head back to check out episode 38 before jumping into this one!)

    You can find all show notes for this episode at: https://plan-your-federal-retirement.com/39


    FERS Federal Fact Check - FERS Retirement Application Nov 17, 2021
    Show notes

    What you need to know about filing an application for a deferred retirement.

    https://bit.ly/3cjObjC


    Follow Up Friday - TSP and Market Volatility: Part 1 - Markets Go Down...Now What? Nov 12, 2021
    Show notes

    Thoughts on making changes to your TSP due to the recent market volatility.

    https://bit.ly/3kr1Z0i


    Ep #38: TSP and Market Volatility: Part 1 - Markets Go Down...Now What? Nov 10, 2021
    Show notes

    How are things going to unfold when it comes to your Thrift Savings Plan (TSP) account? Tammy and Micah have been getting a flood of questions related to this lately, so today—and for the next few episodes—they'll be giving you access to a webinar they did on this topic. Over this 4-part series, you'll learn about how the TSP works, what to do when it goes down in value, and more.

    You can find all show notes for this episode at: https://plan-your-federal-retirement.com/38


    FERS Federal Fact Check - Military Survivor Annuity and Social Security, plus TSP Beneficiary Nov 03, 2021
    Show notes

    Learn the best way to take your Social Security income.

    https://bit.ly/3EAICcV


    Follow Up Friday - Non Voluntary vs Voluntary Separation Oct 29, 2021
    Show notes

    Answering listener questions about our "controversial" podcast.

    https://bit.ly/2Z8RDui


    Ep #37: Non Voluntary vs Voluntary Separation Oct 25, 2021
    Show notes

    Right now, the entire world revolves around COVID—even more so with executive orders and rules that are requiring employees to get the vaccine by the end of November. Micah and Tammy have gotten quite a few questions about how this situation might play out in terms of federal benefits, so today they'll be discussing the differences between non voluntary and voluntary separation, as well as what financial and benefit effects the vaccine mandates have with your employment.

    You can find all show notes for this episode at: https://plan-your-federal-retirement.com/37


    Previous 1 36 37 38 39 40 47 Next

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