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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76
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
77
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
78
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
79
Planning Tips for Imminent Retirees
April 11, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®. If you are planning to retire in the near future, it is time to take a serious inventory of your ability to handle risk associated with your investments,...
52 min
80
Financial Literacy – Can You Make the Grade?
April 4, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Jon Dauphine, CEO of the Foundation for Financial Planning. Karen Schaeffer, CFP®, often says so much about financial planning is common...
52 min
81
TSP Update from the Experts
March 28, 2022 on ForYourBenefit, host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, Inc., welcome Kim Weaver, Director, External Affairs, and Jim Courtney, Director of the Office of Communications and...
51 min
82
Busting Common Retirement Myths
March 21, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director, NITP. “I believe legends and myths are largely made of truth.” – J.R.R. Tolkien Today’s show will tackle some of the current...
52 min
83
Understanding the Medicare Program
March 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David Santana, Health Insurance Specialist from the Centers for Medicare and Medicaid Services. Understand your Medicare coverage choices to maximize your benefits Evaluate...
53 min
84
The Future of Life Insurance Benefits for Feder...
March 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA CEO M. Shane Canfield and Stacy Outlaw, WAEPA’s Senior Vice President of Marketing. March is Women’s History Month.  During this program we will be discussing...
53 min
85
117th Congress
February 28, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Josh Huder, Ph.D., to discuss the 117th Congress. Josh is a Senior Fellow at The Government Affairs Institute at Georgetown University, a non-profit organization dedicated...
53 min
86
Social Security – What You Need to Know
February 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David Melton, Public Affairs Specialist with Social Security Administration, to answer common questions about Social Security. How can one get help from SSA? When...
53 min
87
Staying in a Healthy, Positive Frame of Mind
February 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Patti Hudson, Lifetime Health and Fitness Expert. Aside from the physical symptoms, Covid-19 has wreaked havoc on our lives with long term effects on our mental and...
52 min
88
Let’s Talk About Death and Taxes – Truths, Myth...
January 31, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about how we deal with the two certainties in life: death and taxes, and in this case, death taxes. Among the topics we will discuss are: 2021...
52 min
89
Medicare and FEHB Coordination
January 24, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. Do you have questions about coordinating Medicare with FEHB? Email questions in advance and tune in to learn: What FEHB...
52 min
90
5 Things You Can Do to Ease Your Transition to ...
January 10, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. “Retirement is a time to experience a fulfilling life derived from many enjoyable and rewarding activities.” – Ernie Zelinski What...
52 min
91
Starting the Year on the Right Financial Foot
January 3, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®. Looking to avoid financial missteps and getting a great start to the New Year? Join Karen Schaeffer, CFP®, and learn how to: Maximize...
48 min
92
Year-End Financial Review
December 27, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. As the year comes to a close it is a good time to review your finances. Today’s discussion will focus on: Year-end tax strategies Retirement...
52 min
93
Changes in the Tax Law – What to Know for 2022
December 20 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire.  Today’s program will focus on tax updates including: Changes in the tax law that will become affective in 2022 Changes currently pending...
53 min
94
The Importance of Life Insurance – Securing You...
December 13, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA Senior Vice Presidents Tony Zerante and Stephanie Baker. When making a New Year’s resolution to be healthier and more active in 2022, you might already know...
52 min
95
2021 Federal Benefits Wrap-Up
December 6, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Phil Gardner, Federal Benefits Specialist.  Today’s discussion will focus on recapping changes thus far in 2021 and what is ahead in the coming year.  There...
48 min
96
Social Security Rules for 2022
November 29, 2021 on ForYourBenefit, our hosts Bob Leins, CPA®, and Tammy Flanagan, Senior Benefits Director NITP, welcome Mary Beth Franklin, Certified Financial Planner®, Contributing Editor for InvestmentNews, and President...
52 min
97
Positive Steps Towards a Healthy Lifestyle
November 22, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Patti Hudson, Lifetime Health and Fitness Expert. Health is a state of complete physical, mental, and social well-being, not merely the absence of disease or infirmity....
52 min
98
Proposed Tax Legislation – How It Might Affect You
October 4, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys, Stein Sperling Bennett De Jong Driscoll PC. Congress is once again considering significant tax legislation...
52 min
99
The Importance of Public Service
September 27, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA CEO M. Shane Canfield and WAEPA CIO Brandon T. Jones. As the country continues to battle the pandemic, the importance of Federal service and Federal leadership...
52 min
100
Revocable Living Trusts
September 20, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Anne Sullivan, Esq. and Lacey Yegen, Esq.  This is a common topic, but one that people ask a lot of questions about.  Today’s program plans to address: Types...
52 min