Skip to main content
Jeff Roediger - Replacing Wall Street With Main Street

Jeff Roediger - Replacing Wall Street With Main Street

By Jeff Roediger

I would like to welcome all public sector employees to my podcast series dedicated to Improving The Lives of Public Employees. Our Mission since 2008 ""Committed to improving the lives of public employees by providing access to financial solutions."

Available on
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
RadioPublic Logo
Spotify Logo
Currently playing episode

Larry Spoth - Chapter Four -- The Lost Decade and How to Survive it

Jeff Roediger - Replacing Wall Street With Main StreetSep 21, 2020

00:00
18:38
Chapter 4 of The Informed Fed, "Understanding FEGLI"

Chapter 4 of The Informed Fed, "Understanding FEGLI"

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 Bryant.Stone@toprankadvisors.com (919) 300-5870

Feb 29, 202415:42
Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies"

Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies"

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 
Bryant.Stone@toprankadvisors.com 
(919) 300-5870

Feb 08, 202412:12
Chapter 2 of The Informed Fed, “Taking a New Perspective on Learning”

Chapter 2 of The Informed Fed, “Taking a New Perspective on Learning”

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

Bryant.Stone@toprankadvisors.com

(919) 300-5870

Jan 25, 202413:26
Chapter 1 of The Informed Fed, "The Grass is Always Greener"
Jan 11, 202413:28
Five Key Decisions -- Completing Will & Trust Documents Does Not Have To Be Complicated

Five Key Decisions -- Completing Will & Trust Documents Does Not Have To Be Complicated

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.

Apr 18, 202218:18
Why Understanding The Difference Between Investment & Income Planning is Vital to a Successful Retirement
Feb 25, 202208:35
Key Decisions Florida Public Employees (FRS) Need to Consider Before Retiring

Key Decisions Florida Public Employees (FRS) Need to Consider Before Retiring

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

Feb 09, 202216:01
Five Important Decisions When Implementing Your Will and Trust with Fiduciary Ken Orenstein

Five Important Decisions When Implementing Your Will and Trust with Fiduciary Ken Orenstein

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.

Jan 02, 202217:39
Why Everyone Needs an Estate Plan with Guest Host Erik Ranberg
Dec 16, 202113:25
Kelly Fasterling - Chapter Seven - Life Insurance To Help You While You Are Living !!

Kelly Fasterling - Chapter Seven - Life Insurance To Help You While You Are Living !!

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.....

Dec 15, 202111:54
Why Everyone Needs an Estate Plan -- Especially Today...
Dec 14, 202113:44
Kelly Fasterling - Chapter Six - Long Term Care - Do You Need It?

Kelly Fasterling - Chapter Six - Long Term Care - Do You Need It?

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?

Oct 24, 202111:45
Bryant Stone - Why It Is Important to Choose a Fiduciary When Searching For a Financial Professional

Bryant Stone - Why It Is Important to Choose a Fiduciary When Searching For a Financial Professional

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.

Oct 24, 202115:43
Kelly Fasterling - Chapter Five - Why You Need To Review Your Fed Group Benefits Before Retiring

Kelly Fasterling - Chapter Five - Why You Need To Review Your Fed Group Benefits Before Retiring

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.

Sep 26, 202114:09
Pension Alternatives for Public Employees
Sep 19, 202112:03
Treasury Borrows From TSP G Fund... Again.... How Does This Impact You?

Treasury Borrows From TSP G Fund... Again.... How Does This Impact You?

Join Jeff Roediger and Financial Adviser Larry Prascus as we address these important questions...

How does this impact TSP Participants?

Can they withdrawal funds?

Can they move assets from G Fund to other sub accounts?

Listen in as Larry addresses these questions and more... Also, go to www.fedresource.com 
and Download a complimentary Federal Employee Retirement Workbook.

Sep 18, 202109:40
Kelly Fasterling -Chapter Four - Federal Pension Systems (FERS/CSRS) and Best Days To Retire
Sep 04, 202114:24
Why Everyone Needs an Estate Plan -- Especially Today...
Aug 28, 202114:32
Why it is Important To Complete or Update Your Will & Trust Documents

Why it is Important To Complete or Update Your Will & Trust Documents

Join Financial Adviser Ron Friddle and Host Jeff Roediger as we discuss The Five Key Decisions You Need To Make:

1. Who will manage your money when you die?

2. Where Does Your Money Go?

3. Who Will Take Care of Family Members?

4. Who Makes Medical Decisions on Your Behalf if you are incapacitated?

5. Who Makes Financial Decisions on Your Behalf if you are incapacitated?

Learn more about this important and many times overlooked area of planning.

Aug 09, 202113:42
Mark Fricks - Chapter Five - Don't Leave Money on The Table: Maximizing Social Security

Mark Fricks - Chapter Five - Don't Leave Money on The Table: Maximizing Social Security

Here is what Mark and Jeff Discuss in this session:

 • You cannot get advice about how to maximize your lifetime benefit from a Social Security representative. They are prohibited from giving advice about when to elect your benefit options.
 • To get the most out of your Social Security benefit, you need to file at the right time. Every dollar your Social Security income increases is less money you’ll have to spend from your retirement savings to supplement your income.
 • An Investment Advisor can help you determine when you should file for Social Security to get your Maximum Lifetime Benefit. 
• Deciding when to take your Social Security benefit is one of the most important decisions you make as a retiree. After the first year of taking the benefit, that amount is locked in for the duration of your lifetime. 
• Social Security is a massive, government-funded program and there are many things about this program that you cannot control. You can, however, control when and how you file for benefits

Jul 19, 202125:07
Mark Fricks - Chapter Four - Where is My Paycheck? How Much Money Do You Need To Be Happy?

Mark Fricks - Chapter Four - Where is My Paycheck? How Much Money Do You Need To Be Happy?

Outliving their money is what retirees fear the most. Build your retirement income from the sound foundation of Green Money, or Know So Money. The foundation of a retirement strategy depends on knowing how much money you need and when you need it.

• Identify how much of your income you need now, and how much you need later. Once you have your current Need Now income needs supplied, it’s crucial to the longevity of your income to plan for Need Later Money. This offers another opportunity to look at Red Money investments for growth.

• Working with a Registered Investment Advisor will help you compose a clear and concise inventory of your assets, and learn how much they are worth, what rules apply to them, and how they are structured for risk.

Jul 01, 202124:21
Kelly Fasterling - Chapter 3 - Do you have a plan to maximize your Social Security Income?

Kelly Fasterling - Chapter 3 - Do you have a plan to maximize your Social Security Income?

In this episode, Jeff and Kelly discuss the history of Social Security, how you qualify and ways you can maximize your Social Security Income.

May 07, 202113:26
Pete West - Introduction to Podcast Series Dedicated to Public Employees

Pete West - Introduction to Podcast Series Dedicated to Public Employees

Join Pete and Jeff as we discuss the Important Decisions Public Employees need to make regarding their Benefits / Pension /Social Security / TSP 403b /457 /401k at Retirement.

Apr 13, 202119:54
Kelly Fasterling - Chapter 2 - Creating Your Checklist For Federal Retirement

Kelly Fasterling - Chapter 2 - Creating Your Checklist For Federal Retirement

In this episode, Jeff and Kelly discuss the process for gathering the most pertinent items you'll need for retirement.

Mar 17, 202112:28
Kelly Fasterling - Introduction to Podcast Series Dedicated To Federal Employees

Kelly Fasterling - Introduction to Podcast Series Dedicated To Federal Employees

Join Kelly and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement.

Feb 11, 202110:12
Ron Friddle - Financial Professional Serving Active Military and Vets

Ron Friddle - Financial Professional Serving Active Military and Vets

Join Retired Navy Officer and current Financial Professional Ron Friddle and Co-Host Jeff Roediger as we discuss Holistic Financial Economic Planning designed to help you make good Financial Decisions

Nov 24, 202010:14
Mike McCurdy - Introduction to Podcast Series Dedicated Federal Employees

Mike McCurdy - Introduction to Podcast Series Dedicated Federal Employees

Join Financial Adviser Mike McCurdy and Co-Host Jeff Roediger as we introduce our new series focused on Federal Employees and Their Retirement and Planning Needs.

Nov 16, 202014:11
Jay Steinbock - Chapter One - 403b vs IRA at Retirement

Jay Steinbock - Chapter One - 403b vs IRA at Retirement

Join Financial Adviser Jay Steinbock and Co Host Jeff Roediger as we discuss how to take income at retirement in your Qualified Plan (403b/401k).   

Should you keep it in your Employer Retirement Plan or Transfer it to an IRA?

Nov 11, 202011:18
Dominick Caiati - Chapter 11 - Ten Questions You Need To Answer Before Retiring

Dominick Caiati - Chapter 11 - Ten Questions You Need To Answer Before Retiring

Ten Questions You Need To Answer

1.  Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months?

2.  Does your Plan (Tier) offer a Pension Alternative (DROP) ?  If so, have you compared it to the Annuity Payout Option?

3.  How Healthy is Your Pension? Will it outlast you?  See Next Section For Details on your Plan.

4.   Is your 403B/457 Allocation Setup to minimize a major market correction ?

5.  Have you reviewed the impact of taxes on the distribution of your 403B/457?

6.   Do you have a plan to maximize your Social Security Income?

7.   Are Your Beneficiary Designations Updated (Life Insurance/Pension/403B/457)?

8.  Have you reviewed your Group Life and LTC Insurance Plans? Are you planning on keeping the Insurance at Retirement?

9   Do you know what your Health Insurance Costs will be at Retirement?  Do you understand your medicare options?

10. Do you have a trusted retirement planner (Fiduciary) who is an expert on Your Benefits/(Pension)Retirement?

Nov 08, 202016:21
Mark Fricks - Chapter Three - What Color is Your Money?

Mark Fricks - Chapter Three - What Color is Your Money?

Over the course of your lifetime, it is likely that you have acquired
a variety of assets. Assets can range from money that you have
in a savings account or a 401(k), to a pension or an IRA. You
have earned money and have made financial decisions based
on the best information you had at the time. When viewed as a
whole, however, you might not have an overall strategy for the
management of your assets. As we have seen, it’s more important
than ever to know which of your assets are at risk. High market
volatility and low treasury rates make for challenging financial
topography. Navigating this financial landscape starts with planful asset management that takes into account your specific needs
and options.
Even if you feel that you have plenty of money in your 401(k)
or IRA, not knowing how much risk those investments are exposed to can cause you major financial suffering.

Nov 01, 202020:54
Elizabeth Inman -- Chapter Six -- Estate Planning for Federal Employees

Elizabeth Inman -- Chapter Six -- Estate Planning for Federal Employees

Join Elizabeth Inman and Jeff Roediger as we discussed this critical and often overlooked retirement planning topic.

Oct 26, 202019:51
Dominick Caiati - Chapter Ten --- TSP/403b/457/401k vs. Private Institution IRA's at Retirement

Dominick Caiati - Chapter Ten --- TSP/403b/457/401k vs. Private Institution IRA's at Retirement

Join Dominick Caiati and Jeff Roediger as we discuss the important decision at retirement concerning keeping your Qualified Retirement at the Government Institution and withdrawing your retirement income from that account or moving it to a Private Financial Institution or Insurance Company to withdrawal the retirement income or annuity.

Oct 14, 202012:13
Tom Thalman Episode One "The Myth of The Rich Doctor"

Tom Thalman Episode One "The Myth of The Rich Doctor"

Join Certified Financial Planner Tom Thalman and I as we discuss "The Myth of The Rich Doctor."

We address this Question ---   Doctor, what is the state of your financial health?

Sep 27, 202014:35
Mark Fricks - Chapter Two - WHAT THE HECK JUST HAPPENED?STOCK MARKET RISK AND YOUR RETIREMENT

Mark Fricks - Chapter Two - WHAT THE HECK JUST HAPPENED?STOCK MARKET RISK AND YOUR RETIREMENT

“The U.S. has developed a new weapon that destroys people but
leaves buildings standing. It’s called the stock market.”
~ Jay Leno
The stock market has long been relied upon to grow money. During retirement, growth is an important part of asset management
and one solution to the dilemma of running out of money. But
with growth comes risk. How much risk depends on the percentage of your investments connected to stock market volatility.

Sep 23, 202022:53
Dominick Caiati - Chapter Nine - Important Estate Planning Tips

Dominick Caiati - Chapter Nine - Important Estate Planning Tips

Join Dominick Caiati and Jeff Roediger as we discuss keeping your assets out of court control.

- How to avoid or minimize probate (Could hold your assets for over a year)

- Coordinating Your Life Insurance, Pension Annuity Survivor Benefits, and TSP/403(b)/401(k)

- Prepare Today for Tomorrow's Unknown

Sep 21, 202009:23
Larry Spoth - Chapter Four -- The Lost Decade and How to Survive it

Larry Spoth - Chapter Four -- The Lost Decade and How to Survive it

Join Larry Spoth and Jeff Roediger as we discuss "The Lost Decade"   How to manage an up and down and period and still have a secure retirement income. 

Here is what we discuss:

- The History of the Market (Specifically the S&P 500)

- How to Navigate your retirement through tough times

- Buckets of Money Strategies That Will Reduce Your Retirement Income Risk

Sep 21, 202018:38
Bill Crozier - Financial Advocate for AgriBusiness -- Serving the Farming Community Nationwide.

Bill Crozier - Financial Advocate for AgriBusiness -- Serving the Farming Community Nationwide.

Join Bill and I as we discuss why his firm specializes in the farm ranch and equine family businesses helping them make sure they maximize their estate plan and succession planning.

Sep 18, 202014:48
Mark Fricks - Chapter One -- DESTINATION RETIREMENT

Mark Fricks - Chapter One -- DESTINATION RETIREMENT

• Just like planning for a vacation or a trip, your retirement
plan needs to consider your goals and objectives, or it won’t
be a good plan for you. The answers to the question, when
should I retire, will be different for everyone, based on your
lifestyle and the people in it who are important to you.

• There is a difference between a retirement product such as a
mutual fund or annuity and a retirement plan. As you move
out of the working stage of your life, you are no longer earning income. 

A shift must be made from the accumulation of
your money to the management of your money. Before you
take off on your retirement trip, identify where you are now
by taking the time to understand what you are invested in
and what those investments are doing for you.

• The rules for retirement planning have changed. Investing
the way your parents did will not pay off and the majority of
investment ideas used by financial professionals in the 1990s
aren’t applicable to today’s markets. That kind of investing
will likely get you in trouble and compromise your retirement. 

Today, you need a better PLAN. Having a planful
approach to retirement gives consideration to today’s stock
market and economy, and the individual concerns of you,
the investor.

Sep 17, 202024:17
Larry Spoth - Chapter Three -- Retirement Risk

Larry Spoth - Chapter Three -- Retirement Risk

Join Larry Spoth and Jeff Roediger as we discuss how to balance your retirement income.   Balance means maintaining growth and minimizing risk.    

Larry has a successful strategy on how to deploy this planning concept both in bull and bear markets.   Join us as we review this strategy

Sep 13, 202022:28
Elizabeth Inman -- Chapter Five -- Tax Strategy

Elizabeth Inman -- Chapter Five -- Tax Strategy

Join Elizabeth Inman and Jeff Roediger as we discuss how to minimize your retirement income taxes.   Elizabeth discusses important tax reduction strategies as they pertain to the following retirement income options:

1. FERS/CSRS Pension Income
2. TSP Traditional and Roth Distribution Options
3. Social Security Income Options 

and more....

Sep 13, 202021:03
Kathleen Sanford - Chapter Three - TSP (Thrift Savings Plan)

Kathleen Sanford - Chapter Three - TSP (Thrift Savings Plan)

Join Kathleen and I as we discuss the details of your TSP Retirement.  Remember it is The Thrift "Savings" Plan.   1. Roth vs Traditional Contributions 2. Rollover and Transfer Pros and Cons 3. Withdrawal Options at Retirement   and more...

Sep 09, 202026:46
Bill Crozier - Financial Adviser Serving Ohio Public Employees and Educators

Bill Crozier - Financial Adviser Serving Ohio Public Employees and Educators

Join Financial Adviser Bill Crozier and Co-Host Jeff Roediger as we discuss the challenges Public Employees in Ohio have when planning for their retirement. 

-OPERS/STRS

-457 and 403b Planning

-Social Security

We look forward to serving you.

Sep 09, 202010:03
Dominick Caiati - Chapter Eight -- Survivor Retirement Benefits

Dominick Caiati - Chapter Eight -- Survivor Retirement Benefits

Dominick and I Discuss this overlooked Benefit and how it could be very costly in retirement.  

What are your options?

How is it calculated?

What are the costly mistakes?

Sep 08, 202014:52
Mark Fricks - Introduction of the Audio Book "Federal Employees - The Retirement Road Less Traveled

Mark Fricks - Introduction of the Audio Book "Federal Employees - The Retirement Road Less Traveled

Federal Employees - The Retirement Road Less Traveled with Financial Adviser and Federal Employee Advocate Mark Fricks.   

Mark Shares the mission behind the 2nd edition of The Book "The Road Less Traveled"  This is a Financial Roadmap for Federal Employees seeking a secure retirement

Sep 07, 202014:02
Elizabeth Inman Chapter Four - Retirement Income Strategy

Elizabeth Inman Chapter Four - Retirement Income Strategy

Join Elizabeth Inman and Jeff Roediger as we discuss The Importance of Having a Retirement Income Strategy.

Aug 31, 202027:12
Dominick Caiati - Chapter Five - Important Social Security Retirement Educational Session

Dominick Caiati - Chapter Five - Important Social Security Retirement Educational Session

Join Dominick Caiati and Jeff Roediger as we discuss what you need to know about your Social Security Benefits before you retire. 

- How to Avoid Identity Theft

- Reviewing the accuracy of your Income Credits

- How Does Your Social Security Benefit Impact Your Pension Income

- What is the best age to take your Social Security Benefits

Aug 18, 202013:56
Joseph Tarpley - Introduction - Financial Adviser and Former Law Enforcement Offers

Joseph Tarpley - Introduction - Financial Adviser and Former Law Enforcement Offers

Join Joseph Tarpley and Jeff Roediger as we discuss The Important Financial Planning and Retirement Decisions Law Enforcement Officers need to focus on during and after their careers

Aug 16, 202010:07
Larry Spoth - Chapter Two -- Structuring Your Retirement Income

Larry Spoth - Chapter Two -- Structuring Your Retirement Income

Join Financial Adviser and Federal Employee Advocate Larry Spoth and Jeff Roediger as we discuss how to Structure Your Retirement Income as a Federal Employee.   Larry incorporates a Two Bucket Strategy that simplifies the complexity of maximizing your FERS/CSRS Pension/ Thrift Savings Plan (TSP) and Social Security Retirement Income while minimizing risk.

Aug 06, 202020:42
Elizabeth Inman Chapter Three - Risk Tolerance (Part Two)

Elizabeth Inman Chapter Three - Risk Tolerance (Part Two)

Join Elizabeth Inman and I as we discuss "Risk Tolerance"

- What is Risk Tolerance?

- How Does a Federal Employee Determine Their Tolerance For Risk?

Important Financial Information to Help You Avoid a Major Loss Before You Retire.

Aug 05, 202018:36
Dominick Caiati - Chapter Four Qualified Plan (TSP/403b/401K) Mistakes Nurses Make Before Retiring

Dominick Caiati - Chapter Four Qualified Plan (TSP/403b/401K) Mistakes Nurses Make Before Retiring

oin Dominick Caiati and Jeff Roediger as we discuss this important topic.   In This Chapter we Cover:  Is it better to move Retirement Funds to an IRA or Leave them in the Account?  What is the best way to minimize Taxes on Distributions?  Should you choose the Roth or Traditional Accounts?  This and more...

Aug 03, 202011:20