For Your Benefit
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.
1
Understanding the Medicare Program
52 min
2
Are You on Track to Meet Your 2022 Tax Filing D...
52 min
3
What Do I Need Life Insurance to Cover?
51 min
4
Personal Insurances Overview
52 min
5
When Can I Retire? Will I Have Enough Money?
52 min
6
118th Congress
49 min
7
Survivor Benefits: Their Importance and How to ...
52 min
8
Death and Taxes: What to Know for 2023
53 min
9
On Target: Financial Goals for 2023
52 min
10
Let’s Talk TSP
52 min
11
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...
52 min
12
Required Minimum Distributions
December 19, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Joe Sullender, CFP® to talk about Required Minimum Distributions (RMDs).
Basics of RMDs
RMDs from inherited IRAs
Year-end planning and strategies
For questions...
51 min
13
WAEPA’s CEO Shares Tips for End-of-Year Planning
December 12, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes M. Shane Canfield, CEO, WAEPA. As the year comes to a close, it is a time to reflect and to look ahead. Shane will offer thoughts on preparing for the year(s)...
52 min
14
Work/Life Balance
Dec. 5, 2022, on ForYourBenefit, our host Bob Leins, CPA®, welcomes Patti Hudson, Lifetime Health and Fitness Expert.
What is work/life balance? Does it exist? If it does, how do we achieve it?
Work/life balance is defined simply...
51 min
15
Bene’s & Buck’s
November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®. Karen and Tammy will discuss the retirement topics that cross the line. The line...
52 min
16
The Consumers’ CHECKBOOK Guide and FEHBP Open S...
November 21, 2022 on ForYourBenefit, our hosts Bob Leins, CPA®, and Tammy Flanagan, Senior Benefits Director NITP, welcome insurance expert and author Walton Francis and his colleague Kevin Moss to talk about FEHBP Open Season. The...
57 min
17
The Economics of Estate Planning – Living and D...
November 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, and Lacey Yegen, Esquire. With the recession in mind, why is it important to have estate planning documents in place? Are they worth the investment?...
52 min
18
Let’s Talk TSP
November 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®. There is certainly a lot to talk about on the topic of TSP. Join our guests as they...
52 min
19
Resources for Federal Open Season
October 31, 2022 on ForYourBenefit, host Bob Leins, CPA® and co-host Ray Kirk, Ph.D., Federal Benefits Specialist, NITP, welcome Jay Fritz, Program Manager, Outreach & Program Services, Healthcare and Insurance, U.S. Office of...
50 min
20
Choosing the Best Plan During Open Season
October 24, 2022 on ForYourBenefit, host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, Inc. welcome back Paula S. Jakub, RHU; CEO at The American Foreign Service Protective Association, sponsor of the...
52 min
21
Inflation Strategies
October 17, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about inflation.
High inflation, how did we get here?
What is the Federal Reserve doing to fight inflation?
How does Federal policy...
51 min
22
FEHB Open Season – What You Need to Know
October 3, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Mercedes Johnson, Federal Benefits Specialist. Open Season will run from Monday, November 14 – Monday, December 12, 2022. If you are wondering why it is important to...
41 min
23
Recent Developments in Taxes and the Inflation ...
September 26, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire.
The Inflation Reduction Act was signed into law in August 2022. It provides tax saving opportunities to encourage individuals to invest in...
53 min
24
Life Insurance Awareness Month
September 19, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Stephanie Baker, Chief Experience Officer, and Brandon Jones, Chief Information Officer, WAEPA. Our guests will talk about the importance of evaluating your life...
52 min
25
What’s Your Medicare IQ?
September 12, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David Santana, Health Insurance Specialist from the Centers for Medicare and Medicaid Services.
Did you know that FEHB Open Season and Medicare Open Enrollment are...
53 min