Mid-year financial planning

FromFor Your Benefit

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Mid-year financial planning

FromFor Your Benefit

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Length:

53 minutes

Released:

Jul 1, 2018

Format:

Podcast episode

Description

Host, Bob Leins and co-host John Elliott welcome John Jilek, Certified Financial Planner® to talk about mid-year financial planning.

Released:

Jul 1, 2018

Format:

Podcast episode

Titles in the series (28)

Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.

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Financial Resolutions and How to Keep Them: Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whether it’s paying off debt, buying a house, staying ahead of inflation, or having more confidence... by For Your Benefit
53 min listen
Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones by For Your Benefit
52 min listen
Preparing for the Loss of a Parent, Spouse, or Other Family Member by For Your Benefit
52 min listen
SECURE ACT 2.0 by For Your Benefit
52 min listen
Personal Insurances Overview by For Your Benefit
52 min listen
Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs by For Your Benefit
43 min listen
TSP Update from the Experts by For Your Benefit
53 min listen
When Can I Retire? Will I Have Enough Money? by For Your Benefit
52 min listen
Understanding the Medicare Program by For Your Benefit
50 min listen
How Family Impacts Transitioning to Retirement by For Your Benefit
49 min listen
Federal Retirement: Fact or Opinion? by For Your Benefit
52 min listen
Don’t Let Your Investments Go On Vacation by For Your Benefit
53 min listen
FEHB and Taxes by For Your Benefit
53 min listen
It’s National Make a Will Month – Let’s Get Started by For Your Benefit
52 min listen
Relocating and Downsizing in Retirement by For Your Benefit
53 min listen
Cash Flow Planning and Debt Payoff Strategies by For Your Benefit
52 min listen
Health Care Directives by For Your Benefit
53 min listen
Preparing for the “What If’s” in Life by For Your Benefit
52 min listen
The Consumers’ CHECKBOOK Guide and FEHBP Open Season by For Your Benefit
53 min listen
529 Plans and other strategies for paying for education by For Your Benefit
52 min listen
Federal Benefits Updates for 2024 by For Your Benefit
50 min listen
It’s the Last Week of Open Season – Steps to Take Now by For Your Benefit
52 min listen
Finance review for the new year by For Your Benefit
53 min listen
Wellness, Finance, and Mental Health with WAEPA by For Your Benefit
52 min listen
Survivor benefits: Their importance and how to ensure they are in place for your loved ones by For Your Benefit
54 min listen
ForYourBenefit Farewell by For Your Benefit
52 min listen
Hot Topics in Federal Benefits by For Your Benefit
52 min listen
Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death by For Your Benefit
53 min listen

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ForYourBenefit Farewell by For Your Benefit
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Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death by For Your Benefit
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Finance review for the new year by For Your Benefit
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Survivor benefits: Their importance and how to ensure they are in place for your loved ones by For Your Benefit
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Federal Benefits Updates for 2024 by For Your Benefit
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Hot Topics in Federal Benefits by For Your Benefit
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Wellness, Finance, and Mental Health with WAEPA by For Your Benefit
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It’s the Last Week of Open Season – Steps to Take Now by For Your Benefit
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529 Plans and other strategies for paying for education by For Your Benefit
52 min listen
The Consumers’ CHECKBOOK Guide and FEHBP Open Season by For Your Benefit
53 min listen
Health Care Directives by For Your Benefit
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Relocating and Downsizing in Retirement by For Your Benefit
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Cash Flow Planning and Debt Payoff Strategies by For Your Benefit
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Preparing for the “What If’s” in Life by For Your Benefit
52 min listen
FEHB and Taxes by For Your Benefit
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It’s National Make a Will Month – Let’s Get Started by For Your Benefit
52 min listen
Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs by For Your Benefit
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SECURE ACT 2.0 by For Your Benefit
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Federal Retirement: Fact or Opinion? by For Your Benefit
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Don’t Let Your Investments Go On Vacation by For Your Benefit
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How Family Impacts Transitioning to Retirement by For Your Benefit
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Mid-year financial planning

Mid-year financial planning

Description

Titles in the series (28)

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