Episoder
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In Chapter 8 of The Informed Fed, titled "Maxing Your Retirement Income," Jeffrey Roediger and Bryant Stone delve into strategies for optimizing federal retirement benefits. They discuss the crucial role of the 5% match in the Thrift Savings Plan (TSP) and offer insights on how to make the most of TSP allocations. Bryant underscores the impact of timing retirement at age 62 for a higher FERS annuity and the importance of incorporating Social Security into a well-rounded retirement plan. Jeffrey highlights the value of reviewing retirement options and encourages federal employees to consult with Bryant for personalized advice.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
[email protected]
(919) 300-5870 -
Jeff Roediger and Jen Trowbridge discuss the crucial topic of estate planning, with a special focus on women, who are often overlooked in this area. Listen in as they explore why it’s essential for women to have a comprehensive estate plan, including a healthcare and financial power of attorney. You'll also discover valuable resources to help you establish a trust and tackle important financial questions as you approach retirement. Don't pass up this discussion, designed to empower and equip you with the knowledge you need for your financial future.
Visit the site for more on Jen's services: https://jentrowbridge.com/
To access the FREE 30-day Estate Planning Trial, visit: https://www.mylegacylock.com/free_trial.php?type=echo&a=JenTrowbridge
To schedule your complimentary session with Jen: https://go.oncehub.com/JenTrowbridge -
Manglende episoder?
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Bryant and Jeff explore the key details of retirement pension systems for federal employees, including CSRS, CSRS Offset, and FERS, in Chapter 7 of The Informed Fed, "Retirement Systems Explained." Bryant explains the key differences between these systems, while Jeffrey offers an in-depth look at FERS, underscoring the financial impact of buying back military time. They highlight the significant advantages of consulting a specialized financial advisor to navigate these complex retirement options. The chapter emphasizes the necessity of understanding the various retirement plans and seeking professional guidance to make well-informed decisions.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
[email protected]
(919) 300-5870 -
Jeff Roediger and Bryant Stone discuss the importance of planning ahead for federal employee benefits, particularly health insurance and retirement benefits in Chapter 6 of The Informed Fed, "All About Your Health."
Understand the different options available, the tax implications of these benefits, and the consequences of failing to plan properly. Bryant highlights the importance of choosing the right survivorship option for FERS annuity, as well as the need to consider Medicare Part B enrollment. It's always important to consult with a knowledgeable professional before making any decisions regarding federal employee benefits.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
[email protected]
(919) 300-5870 -
Join financial experts Jeff Roediger and Bryant Stone as they explore Chapter 5 of The Informed Fed, "Thrift Savings Plan (TSP)"
Learn about crucial TSP investment strategies and retirement planning tailored for federal employees, including mindset and motivation, tax implications, and common pitfalls to avoid. Discover the proactive approach needed for financial well-being in the federal service, including annual check-ins with a financial advisor. Don't miss out on maximizing your TSP and securing a prosperous retirement as a federal employee.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
[email protected]
(919) 300-5870 -
Chapter 4 description: Join Jeff Roediger and financial expert Bryant Stone as they review Chapter 4 of The Informed Fed, "Understanding FEGLI."
This discussion explores federal employee benefits, focusing on group life insurance and retirement planning. Learn about FEGLI coverage, compare costs with private insurance, and discover retirement planning strategies tailored for federal employees. Bryant highlights the importance of holistic financial planning and regular check-ins with advisors for a secure financial future in the federal service. Tune in for valuable insights into maximizing benefits and securing your financial well-being.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
[email protected]
(919) 300-5870 -
Join Jeff Roediger and financial expert Bryant Stone in their review of Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies."
Here they discuss the crucial role of mindset and motivation in the financial success of federal employees. This interview covers holistic financial planning, including retirement options and tax implications, outlines four traps for unprepared federal retirees such as taxes on distributions and state tax liabilities, and common mistakes like misunderstanding insurance premiums and investment options. Bryant stresses the importance of annual check-ins with an advisor for evaluating and adjusting retirement plans, underscoring the proactive approach needed for financial well-being in the federal service.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
[email protected]
(919) 300-5870 -
Join Jeff Roediger and financial expert Bryant Stone in a dynamic discussion on "Taking a New Perspective on Learning."
This chapter explores personal finance for federal employees and the general public, focusing on educating federal workers about their benefits and tailoring financial planning to their unique needs.
Explore the various retirement phases and associated financial decisions, gaining valuable insights into the intricate intersection of financial planning and retirement for federal employees. Tune in for a concise yet insightful session that promises to reshape your perspective on learning about finance.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
(919) 300-5870
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Join Jeff Roediger's interview with Bryant Stone as they discuss how to simplify financial education and investing for federal employees, covering Chapter 1 of our book, "The Informed Fed."
Gain key insights into benefits, retirement planning, and effective strategies tailored for federal workers. Unpack the complexities of federal employee benefits, explore tailored investment approaches, and crack the code on retirement benefits.
Tune in for essential guidance to empower your financial journey in the federal workforce.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
(919) 300-5870
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Join Host Jeff Roediger and Special Guest Butch Patrick as we discuss the five questions you need to answer before finalizing your Estate Plan (Will and Living Trust).
"Everyone has an estate plan.... unless you implement your own it is called the "Government's Plan""
Regardless of how many assets you have, It is important to control your legacy. -
Join My Guest Financial Fiduciary Ken Orenstein and I as we discuss how to manage your investments with income planning to preserve wealth.
Ken will share how he teaches his clients on how to structure their assets into three different types of holdings.
Book a complimentary Session with Ken to get your retirement questions answered here:
https://go.oncehub.com/KenOrenstein
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Join Financial Fiduciary and Florida Retirement Specialist Ken Orenstein and Host Jeff Roediger as we discuss the important decisions Florida Public Employees Need to Make Before Retiring.
Ken and his team can help you navigate The FRS System to make sure you are educated on all of the options and decisions that you will need to make before you set your retirement date. -
Join Host Jeff Roediger and Special Guest Financial Fiduciary Ken Orenstein as we discuss the five questions you need to answer before finalizing your Estate Plan (Will and Living Trust).
"Everyone has an estate plan.... unless you implement your own it is called the "Government's Plan""
Regardless of how many assets you have, It is important to control your legacy. -
Join Host Jeff Roediger and Special Guest Financial Adviser and Former Marine Erik Ranberg whose financial practice focuses on Military Service Members, Veterans, DOD and Federal Employees as we discuss the importance of estate planning.
Erik addresses this overlooked area of planning.
Whose Plan Do You Want? The Government's Plan or Your Own Plan? We Can Help.
Sign Up For a 30 Day Trial
Estate Planning For Everyone -
Join Host Jeff Roediger and Special Guest Financial Adviser, Kathy Fasterling as we discuss how Life Insurance can be used as a great living benefit.
Kelly and I discuss these important topics:
1. Why you should "own" life insurance verses "renting" it.
2. Using Life Insurance Living Benefits to help cover long term care costs
3. Leveraging Life Insurance Death Benefits to allow you to spend down other retirement assets
4. Supplemental Retirement Income
and more..... -
Join Jeff Roediger and Guest Host La'Mont Baxter, Financial Adviser and Government Employee Advocate, as we discuss this important and often overlooked area of Financial Planning.
Whose Plan Do You Want? The Government's Plan or Your Own Plan? We Can Help.
Sign Up For a 30 Day Trial
Estate Planning For Everyone -
Join Jeff Roediger and Co- Host Kelly Fasterling as we discuss Long Term Care. It is very important to understand how it works and what your options are:
- Do You Need It? If so, what is the best way to obtain it and fund it.
- Should you consider The Federal Long Term Care (FLTCIP) ?
- How to compare FLTCIP to Alternatives...
- Can you afford to purchase it? Can you afford not to have this benefit? -
Join Host Jeff Roediger and his Guest Financial Fiduciary Bryant Stone as they discuss this important term "fiduciary" and how it could impact you!
Fiduciaries are obligated by law to act in your best interest as they manage your assets or money. Rather than operating out of self-interest (such as recommending insurance policies or investments in pursuit of fees and commissions).
We address the following questions:
- Why working with a Fiduciary is important
- What are the different types of Fiduciary Relationships
- How to find out if your "Financial Adviser" is a fiduciary
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Polimeni Tax and Financial Group, an unaffiliated and separate legal entity. This email is confidential, does not constitute investment advice, is only for the use of the intended recipient and should not be redistributed, except with the sender's consent. If you received this email in error, please notify us immediately by telephone; receipt by anyone other than the intended recipient is not a waiver of any work product or attorney-client privilege. All email to and from Redhawk Wealth Advisors, Inc. is monitored, stored and made available to regulators if requested. -
Join Jeff Roediger and Financial Adviser Kelly Fasterling as we discuss the following in this Chapter:
- Health Insurance - FEHB - There are a lot of options pre and post retirement. Here are some of the questions you need to be thinking about. Which Carrier? Is your Spouse (Significant Other) Eligible to Receive to Benefits? What will your cost be at retirement?
- Fed VIP - Dental and Vision - Can you keep this plan in retirement? Does the five year rule apply? What is the cost in retirement to the federal employee?
- FEGLI - As federal employees approach Retirement, many do not understand how expensive it can be. How does it compare to private sector alternatives? What is the cost to the employee in retirement? How much do you need? What is the best type of coverage?
Join us for this informative session. -
Join Host Jeff Roediger and Financial Adviser Tom Muije as we discuss alternatives to Pension annuity survivor payments.
Here are the topics we discuss:
Clarify: Single vs joint life?Who could be help by a pension maximization strategy?
When should you start a pension maximization?
Also, go to www.govresource.com and obtain your no cost pension report card.
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