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.
August 16, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. The FERS early retirement scenario is one of the lesser known but more flexible retirement options under FERS.
Topics:
What...
52 min
77
Back to the Future: Federal Benefits Style
August 9, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Maureen Wilkin, Federal Benefits Specialist for a look back at her lifelong Federal career. Maureen will talk about then and now and share her best stories serving...
52 min
78
Finance and Estate Planning Lessons from the Pa...
August 2, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. Karen and Megan will talk about what financial planners and lawyers specializing in estate...
52 min
79
Checklist for Singles in Federal Service
July 26, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Michele Bollier, Federal Benefits Specialist. Michele is developing a checklist specifically for Federal employees who are single. This resource will be available soon...
52 min
80
Managing Stress for a More Balanced Life
July 12, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Patti Hudson, Life Coach and Health Educator.
Stress Defined
Negative and Positive Aspects of Stress
How Mindset Affects Your Stressors
Tips on Using Your Stressors to...
52 min
81
Don’t Let Your Investments Go On Vacation
June 28, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®.
As we gain some space from the COVID-19 pandemic, Justin will share tips to help ensure your investments are working hard for you consistently...
51 min
82
Visualize Re-wire-ment as Your Next Adventure
May 24, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Stacy. Retirement is about new beginnings, reinvention, and the next chapter of life.
How do you know it’s time?
The question – To work or not to work
MPS – What...
51 min
83
Roth vs. Traditional IRA and TSP
May 10, 2021 on ForYourBenefit, host Bob Leins, CPA® and co-host John Elliott welcome John Jilek, CFP®.
The Basics: Roth IRA vs. Traditional IRA
The Advanced: Roth TSP vs. Pre-Tax TSP
Potential and actual tax law changes that...
52 min
84
Law Enforcement Officer (LEO) FAQs
May 3, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. There are approximately 132,000 full-time Law Enforcement Officers in the Federal government. Today’s program is dedicated...
52 min
85
Retirement Cash Flow Planning
April 26, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®.
What income will you need in retirement?
Evaluating income sources.
Which investments should you access first?
How reliant will you be on your...
52 min
86
Goal Setting and the Importance of Time Horizons
April 19, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. All good financial plans start with clear goals.
What are the critical elements of a well-articulated goal?
What are time horizons, and...
52 min
87
The Life Insurance Coverage Gap
March 1, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Stephanie Baker, Senior Vice President, Member Services and Stacy Outlaw, Senior Vice President, Marketing at WAEPA.
As the interview will take place on the first day...
51 min
88
117th Congress
February 15, 2021 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...
52 min
89
End of the Year Financial Wrap-Up
December 28, 2020 on ForYourBenefit, host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist, welcome John Jilek, CFP® to talk about end-of-year financial planning.
Perfect vision is 20/20. Does the year 2020...
52 min
90
Social Security Rules During the Pandemic
Host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, welcome Social Security and retirement planning expert Mary Beth Franklin, Certified Financial Planner®. She is a Contributing Editor for...
52 min
91
SECURE and CARES Acts: How They May Affect You...
Host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys with Stein Sperling Bennett De Jong Driscoll PC.
52 min
92
Let’s Find Strength Together During COVID-19
Host Bob Leins, CPA® welcomes Kari Utz-Wolsky, (ISSA) CFT, SPN, SSC, Crossfit level 1; Nutrition & Conditioning Specialist.
52 min
93
Best Dates to Retire
Host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP, Inc
52 min
94
Help! There's a Pandemic and I Have Not Done My...
Host Bob Leins, CPA® welcomes Marc Levine, Esquire, Handler & Levine, LLC.
52 min
95
Impact of COVID-19 on Federal Retirement and Be...
During the show Bob and Ray will discuss both the short term and long-term impacts of the COVID-19 pandemic on retirement planning and benefits.
52 min
96
Answering Your Financial Questions During COVID-19
Host Bob Leins, CPA® welcomes Joe Sullender, CFP®. COVID-19 has generated many financial questions.
52 min
97
Financial Do’s & Don’ts During a Pandemic
Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®. Karen will talk about financial do’s and don’ts during a pandemic. She will also discuss the personal financial planning provisions of the CARES Act and what...
52 min
98
TSP Update from the Experts
Host Bob Leins, CPA® and co-host Ray Kirk, Ph.D., Federal Benefits Specialist, NITP, welcome Ravi Deo, Executive Director, and Kim Weaver, Director of External Affairs of the Federal Retirement Thrift Investment Board.
52 min
99
Recent Tax Developments
Host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire, Miles & Stockbridge, PC., to talk about recent changes in the tax law and in particular the Secure Act.
52 min
100
The 116th Congress
Host Bob Leins, CPA® welcomes Josh Huder, Ph.D., to the studio to discuss the 116th Congress. Josh is a Senior Fellow at The Government Affairs Institute at Georgetown University, a non-profit organization dedicated to educating Federal...