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 #29: The Questions You Should Have Asked

Will a form for retirement be sent to you, or do you have to request that form? Can you transfer money from a traditional TSP to a Roth TSP—and will there be penalties? These are just some of the things that Micah and Tammy will be covering in today’s episode as they reply to questions sent in by you, the listeners. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/29

Jul 05, 2021•35 min

Ep #28: Court Orders That Can Half Your Retirement

Divorce is generally not a fun topic, but when you are considering retirement, it is a necessary discussion to have. For many people, the terms and conditions of a divorce can come back to haunt them—even decades later—if they are not completely settled upon in the beginning. So in this episode, Micah and Tammy will be discussing divorce and how to understand all the legal language within a court order so you can avoid any financial shocks later in life. You can find all show notes for this epis...

Jun 21, 2021•33 min

Follow Up Friday - TSP and Social Security

Questions to ask yourself to ensure you're properly balancing your social security and TSP so you get the most benefit. You can find more information by clicking here: https://bit.ly/3gsha7T

Jun 18, 2021•19 min

FERS Federal Fact Check - Unexpected Taxes

Learn what you need to know about how to avoid unexpected taxes on your pension. You can find more information by clicking here: https://bit.ly/3iKo3D2

Jun 17, 2021•7 min

Ep #27: TSP and Social Security

Are you wondering what to do about your social security or how to go about taking money from your TSP? If so, this episode is for you! Today, Micah and Tammy chat about how to balance social security and TSP so you get the most benefit. You’ll also learn what things you need to be aware of in order to get the most out of your benefits and make a plan for how to cash in on them properly. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/27...

Jun 14, 2021•29 min

Ep #26: What's The Best Distribution Rate From Your TSP?

You’ve worked your whole life, now you’re ready to retire. But do you know how to maximize your benefits and set yourself up for retirement success? In this episode, we’re talking all about the Thrift Savings Plan and how to find that sweet spot to maintain a nice retirement lifestyle and your savings at the same time. Listen in as we discuss the things you need to consider before taking a loan from the TSP account, what you should maybe look into as a first step, and why it’s important to plan ...

May 31, 2021•34 min

Ep #25: Why Life Events Matter

It’s the little details that can really trip you up, so Tammy and Micah share specific areas and situations they’ve noticed clients having trouble with and how you can avoid those issues. As the title hints, life events are a key area where many people do not do enough planning or strategy and in the long run, it hurts them. You will get insight on the types of life events that are most important, how to plan for them and what to watch out for so that you’re set up for success. You can find show...

May 24, 2021•34 min

Ep #24: How Much Life Insurance Do You Need?

With so many misconceptions around life insurance, it can be hard to determine the appropriate plan or amount for your needs. Unfortunately, there are some people in the financial business that believe it is a one size fits all service, however that is not the case. So where do you begin? In this episode, Micah and Tammy will be dispelling some of these myths as well as explaining exactly how life insurance works - including how much you need, how long to keep it and how to simplify the situatio...

May 17, 2021•38 min

Ep #23: Best Day to Retire

With more retirement planning and with every year that retirement gets closer, the question is often asked, “What day is best to retire?” Tammy and Micah sit down to set the record straight when it comes to choosing a retirement date. They share how people tend to focus on maximizing benefits and where else you might want to put your focus when making decisions on retirement timing. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/23...

May 10, 2021•37 min

Ep #22: Estate Planning and TSP Quirks

Do you have a plan put in place for who will inherit your assets after your demise? Many people are solely focused on increasing their assets whilst they are still alive, but often forget about securing who it will all go to when they are gone. In this episode, Micah and Tammy will be discussing the documents that ever person over the age of 18 should absolutely have, as well as several documents that are optional but will improve your estate planning in the long run. You can find show notes and...

May 03, 2021•37 min

Ep #21: The Years After You Retire

Ensuring you have met your savings goals during your retirement planning is incredibly important, but it is just one of many things to consider. Unfortunately, retirement planning doesn’t stop when you retire, and it’s important to make sure you’ll be able to maintain your goals once you have retired. So in this episode, Micah and Tammy will be going over the next steps after your transition out of work, including the dates to be aware of and planning opportunities that may come up. You can find...

Apr 19, 2021•33 min

Ep #20: Phase of Retirement - The Year of Retirement

When it comes to your retirement, it can be a very stressful time—or it can be a very smooth transition. It really comes down to what planning you have put in place to set yourself up for success. In this episode, Micah and Tammy will be sharing the practices you must have in place the year of retirement in order to ensure you can segue out of your working life with confidence. You can find show notes and more information by clicking here: https://plan-your-federal-retirement.com/20...

Apr 05, 2021•33 min

Ep #19: Phase of Retirement - 5 Years Out From Retirement

When we consider retirement, most of us think about this chapter in our lives as a positive time—and it can be, as long as we are fully prepared. So today, Micah and Tammy will be discussing all the measurements to put in place as you approach your retirement. They will be sharing how to ensure your loved ones are protected through insurance, as well as the courses you can take to better understand your benefits. You can find show notes and more information by clicking here: https://plan-your-fe...

Mar 22, 2021•34 min
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