Plan Your Federal Retirement Podcast - podcast cover

Plan Your Federal Retirement Podcast

Micah Shilanski & Tammy Flanagan•planyourfederalretirement.libsyn.com
Business
Investing
Education
How To
Financial Planner and benefits experts discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits experts to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work.
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Episodes

Ep #18: Phase of Retirement – 10 Years Out From Retirement

When you are planning for your retirement, there are a lot of different areas you need to be aware of financially, and it can be an overwhelming amount of information to take in at once. So today, Tammy and Micah will be discussing the key factors to keep an eye on when you are 5-10 years out from retirement, including pensions, health insurance, and more. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/18...

Mar 08, 2021•30 min

Ep #17: Taxes

Tax season is upon us, and for many, it is a scary time. With so many opinions floating around, it is hard to decipher between what is fact and what is simply a misconception. So today Tammy and Micah will be discussing common mistakes made when it comes to taxes and how to avoid them this year. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/17

Feb 22, 2021•29 min

Ep #16: What’s My Pension Worth?

Does it make sense to stay a full thirty years in the federal government just to receive a better pension? Ten years (or more) before retirement, many employees begin to question whether it is worth remaining in their positions or if they should try something new. In this episode, Micah and Tammy discuss what your pension is worth and the rules around retirement eligibility. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/16...

Feb 08, 2021•26 min

Ep #15: New Year’s Habits

There is so much that we can’t control, and it’s easy to focus on those things and feel helpless to stop them. But in this episode, we’re flipping the narrative and focusing on the things we can control in our personal lives that can really make an impact on your retirement plan. Listen in to find out some of the small but neat changes that are coming into effect this year, and how you can apply or leverage these changes to positively impact your retirement strategy. Micah and Tammy will be talk...

Jan 18, 2021•32 min

Ep #14: With Special Guest Mary Beth Franklin

Mary Beth Franklin is our go-to expert for all things Social Security benefits. With over 40 years as a financial journalist and a CFP designation, she has a wealth of knowledge and understands Social Security from the financial planning point of view. She is a contributing editor at InvestmentNews, an author, and an in-demand speaker and frequent guest on numerous radio and television programs. Listen in as she joins Micah and Tammy today to discuss the best strategy for taking your Social Secu...

Jan 04, 2021•42 min

Ep #13: Mailbag

What kind of protection does the spouse of a federal employee have? Does everyone need insurance—and how is it beneficial? In this episode, Tammy and Micah answer frequently asked questions sent in by listeners, addressing everything from survivor benefits to your high-3. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/13

Dec 21, 2020•40 min

Ep #12: Finding the Right Planner

Today Micah’s sister, Jamie Shilanski, joins the show to talk about financial planning and the inconsistent advice that many people are hearing regarding their finances. Jamie is also an awesome advisor based in Alaska, and she has great insight and stories to share that will help you find the right advisor and make an effective plan. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/12...

Dec 07, 2020•33 min

Ep #11: Should I Stay or Should I Go?

When is the right time to retire? And what are the different options as a federal employee? While everyone wants to retire early, the fact is the “perfect time” is different for everyone. So in this episode, Micah and Tammy share how to prepare yourself, as well as your spouse, for your retirement and the steps you need to take to ensure a smooth transition. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/11...

Nov 23, 2020•34 min

Ep #10: FEHB and Medicare in Open Season

We’re on the brink of another open season, so today Micah and Tammy are sharing the information you need to know about this upcoming season. You will learn one of the best benefits you have, how to choose a plan that allows you to take full advantage of your retirement, and what to expect in the next year. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/10

Nov 09, 2020•43 min

Ep #9: Military Buy Back

Have you served in the military, but aren’t quite sure how to use that military time for your civil service? A lot of mistakes get made in this area, whether it’s misconceptions, not getting documents in order, or even a communication issue with your HR department about what counts—or does not count—for retirement with your military service. If this sounds familiar, this is the episode for you. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.co...

Oct 26, 2020•30 min

Ep #8: Q&A

Today Micah and Tammy are opening up the mailbag to answer your most burning questions about federal retirement. A few people wrote in asking about their retirement dilemmas, from accessing TSP and early retirement to Roth conversions, social security, widow’s benefits, and more. Listen in as Micah and Tammy share their insight in these areas so you can be prepared and equipped to make the best decisions on your federal retirement plan. You can find show notes and more information by clicking he...

Oct 12, 2020•39 min

Ep #7: The Myth of 80% Retirement

Today Micah and Tammy are setting the record straight and dispelling some myths about what you actually need to retire with. There’s a lot of water-cooler talk about the rules of retirement, but do you know how to make the best decisions for your unique situation? Listen in as Micah and Tammy share where to start when thinking about how much you’ll need, as well as the most powerful thing to start learning today to make your retirement strategy work for you. You can find show notes and more info...

Sep 28, 2020•29 min

Ep #6: Social Security Claiming

We hear a lot of people say they want to turn on their social security as soon as possible in order to capitalize on the benefits while they are still available. So today, Tammy and Micah are discussing the misconceptions that lead to this idea, as well as the history of the system and how changes tend to happen. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/6

Sep 14, 2020•34 min

Ep #5: What Does Retirement Really Look Like??

Everyone looks forward to retirement and the freedom that comes along with no longer being locked down to a job, but what if it isn’t all it’s cracked up to be? Today Micah and Tammy are discussing the common misconceptions of retirement and how to set yourself up for a happy and wealthy retirement. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/5...

Aug 31, 2020•28 min

Ep #4: Looking at Insurance in Retirement

Micah and Tammy have shared their thoughts and experiences with credible services, agency estimates, and other incomes, but what about risk management? In this episode, they will be discussing the different insurance options you have as a federal employee and how to keep that health insurance into retirement. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/4...

Aug 17, 2020•47 min
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