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8:43 pm, December 22, 2014

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Search Tags:  financial planning

Planning for several reasons

Federal benefits specialist Bob Braunstein discusses year-end planning and benefit opportunities in 2015.
December 15, 2014

Tags: pay and benefits , Bob Braunstein , NITP , TSP , Roth TSP , RMD rule , Bob Leins , For Your Benefit

Monday - 12/15/2014, 09:25pm EST
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Art Stein, Certified Financial Planner

Cold temperatures have arrived and with them, the season to think about holiday plans. But you should also start thinking about your investment strategies for 2015 and beyond. Art Stein is a certified financial planner and investment manager. He has long experience with federal employees and their particular concerns. Stein joined Tom Temin on the Federal Drive with some advice for dealing with the Thrift Savings Plan and other matters.

Tags: Tom Temin , Federal Drive , investment advice , investment , TSP , Thrift Savings Plan , pay and benefits , workforce

Thursday - 11/13/2014, 07:03pm EST
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Considerations for your ongoing financial planning

Joe Sullender, certified financial planner and senior vice president of investments of the Financial Strategies Group of Wells Fargo Advisors, answers your financial planning questions.
September 29, 2014

Tags: pay and benefits , retirement , Joe Sullender , Wells Fargo Advisors , TSP , IRA , Bob Leins , For Your Benefit

Monday - 09/29/2014, 09:04pm EDT
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Life begins at retirement

Thomas Lee and Daniel Sipe from Lee, Sipe, and Associates answer your retirement and financial planning questions.
August 25, 2014

Tags: pay and benefits , Bob Leins , Thomas Lee , Daniel Sipe , Lee Sipe and Associates , Senior Executive Service , wealth accumulation , estate analysis , retirement planning , charitable giving , TSP , Traditional IRA , For Your Benefit

Monday - 08/25/2014, 09:29pm EDT
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Financial planning tips and strategies for new feds!

Certified financial planner Nick Martinez joins the show to discuss how to handle your finances and establish goals if you are a new federal employee.
August 11, 2014

Tags: pay and benefits , Nick Martinez , TSP , Roth TSP , Bob Leins , For Your Benefit

Monday - 08/11/2014, 08:48pm EDT
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We answer your questions, federal employees!

Show co-hosts Bob Leins and Tammy Flanagan will talk about a wide variety of benefit programs for federal workers and retirees.
June 9, 2014

Tags: pay and benefits , Bob Leins , retirement , Tammy Flanagan , NITP , federal benefits , Social Security , TSP , Voluntary Contribution Program , income tax planning , For Your Benefit

Monday - 06/09/2014, 08:19pm EDT
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Financial literacy wrap-up

Hosts Bob Leins and John Elliott answer your questions in the final of a series of programs on financial literacy.
April 25, 2014

Tags: pay and benefits , retirement , estate planning , TSP , OPM , financial security , Bob Leins , Tammy Flanagan , Joe Sullender , Ray Kirk , Karen Schaeffer , Megan Schaeffer , financial literacy , NITP , For Your Benefit

Monday - 04/28/2014, 06:59pm EDT
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Financial literacy & estate planning - important together!

Certified Financial Planner Karen Schaeffer and attorney Megan Schaeffer answer your calls and emails about how to create a financial plan for your family.
April 21, 2014

Tags: pay and benefits , estate planning , Karen Schaeffer , Megan Schaeffer , Schaeffer Financial , Bob Leins , NITP , For Your Benefit

Monday - 04/21/2014, 04:58pm EDT
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Determining your financial ability to retire

Certified Financial Planner Joe Sullender answers your questions about retirement planning.
April 7, 2014

Tags: pay and benefits , Joe Sullender , Wells Fargo Advisors , Tammy Flanagan , Bob Leins , retirement planning , annuity , TSP , Social Security , For Your Benefit

Monday - 04/07/2014, 05:53pm EDT
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Whom can you trust?

Marc Levine, of Handler and Levine LLC, offers advice on how to choose your trustees, powers of attorneys and executors.
March 17, 2014

Tags: pay and benefits , retirement , phased retirement , TSP , Medicare Part B , income tax planning , myRA , Tammy Flanagan , Bob Leins , NITP , For Your Benefit

Monday - 03/17/2014, 09:24pm EDT
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