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.

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26
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
27
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
28
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
29
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
30
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
31
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
32
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
33
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
34
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
35
How to Improve Your Energy
August 29, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Kari Utz-Wolsky, Nutrition and Conditioning Specialist, CFT, SPN, SSC (ISSA). If the answer to any of these questions is “yes”, then this discussion is for you. Do...
52 min
36
What to Think About in Advance of Retirement
August 22, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP® to talk about retirement transition: What to be thinking about in advance of retirement How you might spend your time (volunteering, part-time...
51 min
37
Social Security: Ask the Expert
August 15, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David Melton, Public Affairs Specialist with the Social Security Administration. How to get help from Social Security The redesigned my Social Security account and expanded...
51 min
38
5 Action Strategies for Navigating Market Uncer...
August 8, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®. In an uncertain market, like the one we’re currently experiencing, even the most experienced investor can feel unsettled and uncomfortable. What...
53 min
39
Taxes and Estate Issues in Marrying and Divorcing
August 1, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys, Stein Sperling Bennett De Jong Driscoll PC. Topics include: Tax effect and timing of the transition Nuptial...
53 min
40
Recent Changes to the TSP – What You Need to Know
July 25, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Kaitlin Schaeffer Yardley, CFP®. Today’s program will highlight and discuss the many changes that have been made to the TSP this year,...
52 min
41
Do You Understand Your Service Computation Date...
July 18, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. Service Computations Dates (SCDs) are used to determine the amount of government service creditable toward eligibility for...
52 min
42
Relocating and Downsizing in Retirement
July 11, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Retirement Specialist. In retirement, some will decide to relocate to a different location or residence.  Maybe you want to live in a warmer...
52 min
43
Social Security FAQs
June 27, 2022 on ForYourBenefit, host Tammy Flanagan, Senior Benefits Director NITP, welcomes Mary Beth Franklin, Certified Financial Planner®, Contributing Editor for InvestmentNews, President of RetirePro, and foremost Social Security...
52 min
44
WAEPA’s Perspective on Inflation, COVID-19, and...
June 13, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA CEO M. Shane Canfield and Tony Zerante, Senior Vice President, Operations. The Worldwide Assurance for Employees of Public Agencies has served the needs of Civilian...
50 min
45
A Career Game Plan for 2022
June 6, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Kathy Lavinder, the founder of executive search firm SI Placement. Whether it’s the Great Resignation or the Great Reshuffle, many people are re-examining their careers....
52 min
46
CSRS Offset Coverage – Is It Really the Best of...
May 30, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist, to talk about CSRS Offset coverage. What is it? How did it happen? When did it begin? Who does it cover? What is the difference...
52 min
47
Estate Planning FAQs
May 23, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire. During today’s broadcast, Marc will answer commonly asked questions about Estate Planning such as: What Estate Planning does your young adult need?...
52 min
48
Best Dates to Retire
May 2, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director, NITP. This topic has become more complicated for employees retiring under the three-tiered FERS retirement system that includes...
52 min
49
Catching Up: Strategies for Late Savers
April 25, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Joe Sullender, CFP®, to talk about strategies for late savers. The basic tenets are: It is never too late to develop a plan You likely still have a long-term timeframe Do...
52 min
50
Be a Savvy Investor: Questions to Ask Yourself
April 18, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to answer questions about your investments, including the Thrift Savings Plan. How are my investments allocated? How much risk am I taking? What...
52 min