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 #49: Withdrawing from Your TSP

Learn what you need to know about taking money from your TSP, how it could impact your taxes, and more. https://bit.ly/3waFnnU

Apr 11, 2022•8 min

Ep #47: Myths about CPA’s and Tax Preparation

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with while doing your taxes this year. Steven Jarvis is a CPA and the cohost of the Retirement Tax Podcast , and he’s just who we need on the show this time of year to share his insight and help you more easily navigate tax season. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/47...

Mar 14, 2022•34 min

Ep #46: When Your Retirement Is Off, What Do You Do?

When it’s time for that little blue book to arrive, it’s important not to just file it away. Today, Micah and Tammy share what this little book is and how you can use it to review your retirement benefits. You will learn why it’s so key to ensuring your retirement is on track and also a valuable tool to use when something seems "off" about your retirement benefits. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/46...

Feb 28, 2022•35 min

Ep #45: LTC - What You Need To Know And Avoid!

As people get ready to retire, questions about long-term care often start coming up. Although it may not be the most fun subject, it’s a great one to have a solid understanding of and plan for. So, in this episode, Tammy and Micah let you in on the things you most need to know about LTC, as well as things you should avoid. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/45

Feb 14, 2022•36 min

Ep #44: No Love Like Survivor Benefits (Heart)

Now that we’re in February, we're going to call this episode "the love episode"—and there’s no love like survivor benefits. So today, Micah and Tammy discuss important planning decisions when it comes to retiring as a couple and planning for post-retirement transitions. You will also get a great look into survivor benefits, including what you should be looking out for and thinking about to allow that process to go smoothly. You can find all show notes for this episode at: https://plan-your-feder...

Jan 31, 2022•42 min

Ep #43: TSP Withdraw Plans

Sometimes we get so caught up on end-of-the-year stuff that things can easily be missed or slip by us if we’re not careful. Tammy and Micah thought through what some of these things might be and came up with a list that will help you plan ahead when it comes to the TSP in particular. Instead of focusing on distribution rules, they’ll be talking about how you can really focus on figuring out the best time to do some of these things. You can find all show notes for this episode at: https://plan-yo...

Jan 17, 2022•33 min

Ep #42: New Year Planning (Finance and Fitness: The Two Things You Won’t Do :) )

It’s a new year, and Tammy and Micah are here to talk about some of the things that have changed, some of the things that might change in 2022, and what you can do to maximize your retirement. They will be going through some notable areas that will need your attention in order to ensure that you are on track for your retirement. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/42

Jan 03, 2022•39 min

Ep #41: TSP & Market Volatility: Part 4 - Q & A

In this episode, Tammy and Micah continue with the insights into TSP series and answer some great questions from active TSP participants. Whether you are deciding at what age to take Social Security, wanting to calculate a FERS pension, or trying to find the best savings and growth plans in retirement, this episode is for you. Not only will they be addressing these specific topics, but they will also provide insight into how the answers can affect you, as well. You can find all show notes for th...

Dec 20, 2021•18 min

Ep #40: TSP & Market Volatility: Part 3 - Silver Linings

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 ...

Dec 06, 2021•25 min
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