Jeff Roediger - Replacing Wall Street With Main Street podcast

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Chapter 6 of The Informed Fed, "All About You Health Benefits" 15:28

منذ 1 year15:28

15:28

Jeff Roediger and Bryant Stone discuss the importance of planning ahead for federal employee benefits, particularly health insurance and retirement benefits in Chapter 6 of The Informed Fed, "All About Your Health Benefits." Understand the different options available, the tax implications of these benefits, and the consequences of failing to plan properly. Bryant highlights the importance of choosing the right survivorship option for FERS annuity, as well as the need to consider Medicare Part B enrollment. It's always important to consult with a knowledgeable professional before making any decisions regarding federal employee benefits. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@toprankadvisors.com (919) 300-5870 --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Chapter 5 of The Informed Fed, "Thrift Savings Plan (TSP)" 14:54

منذ 1 year14:54

14:54

Join financial experts Jeff Roediger and Bryant Stone as they explore Chapter 5 of The Informed Fed, "Thrift Savings Plan (TSP)" Learn about crucial TSP investment strategies and retirement planning tailored for federal employees, including mindset and motivation, tax implications, and common pitfalls to avoid. Discover the proactive approach needed for financial well-being in the federal service, including annual check-ins with a financial advisor. Don't miss out on maximizing your TSP and securing a prosperous retirement as a federal employee. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@toprankadvisors.com (919) 300-5870 --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Chapter 4 of The Informed Fed, "Understanding FEGLI" 15:42

منذ 1 year15:42

15:42

Join Jeff Roediger and financial expert Bryant Stone as they review Chapter 4 of The Informed Fed, "Understanding FEGLI." This discussion explores federal employee benefits, focusing on group life insurance and retirement planning. Learn about FEGLI coverage, compare costs with private insurance, and discover retirement planning strategies tailored for federal employees. Bryant highlights the importance of holistic financial planning and regular check-ins with advisors for a secure financial future in the federal service. Tune in for valuable insights into maximizing benefits and securing your financial well-being. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@toprankadvisors.com (919) 300-5870 --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies" 12:12

منذ 2 years12:12

12:12

Join Jeff Roediger and financial expert Bryant Stone in their review of Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies." Here they discuss the crucial role of mindset and motivation in the financial success of federal employees. This interview covers holistic financial planning, including retirement options and tax implications, outlines four traps for unprepared federal retirees such as taxes on distributions and state tax liabilities, and common mistakes like misunderstanding insurance premiums and investment options. Bryant stresses the importance of annual check-ins with an advisor for evaluating and adjusting retirement plans, underscoring the proactive approach needed for financial well-being in the federal service. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@toprankadvisors.com (919) 300-5870 --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Chapter 2 of The Informed Fed, “Taking a New Perspective on Learning” 13:25

منذ 2 years13:25

13:25

Join Jeff Roediger and financial expert Bryant Stone in a dynamic discussion on "Taking a New Perspective on Learning." This chapter explores personal finance for federal employees and the general public, focusing on educating federal workers about their benefits and tailoring financial planning to their unique needs. Explore the various retirement phases and associated financial decisions, gaining valuable insights into the intricate intersection of financial planning and retirement for federal employees. Tune in for a concise yet insightful session that promises to reshape your perspective on learning about finance. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@toprankadvisors.com (919) 300-5870 --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Chapter 1 of The Informed Fed, "The Grass is Always Greener" 13:28

منذ 2 years13:28

13:28

Join Jeff Roediger's interview with Bryant Stone as they discuss how to simplify financial education and investing for federal employees, covering Chapter 1 of our book, "The Informed Fed." Gain key insights into benefits, retirement planning, and effective strategies tailored for federal workers. Unpack the complexities of federal employee benefits, explore tailored investment approaches, and crack the code on retirement benefits. Tune in for essential guidance to empower your financial journey in the federal workforce. To order the book: https://a.co/d/gdQclm6 To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3 For additional resources for the federal employee, visit www.myfeduniversity.com Bryant.Stone@toprankadvisors.com (919) 300-5870 --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Five Key Decisions -- Completing Will & Trust Documents Does Not Have To Be Complicated 18:18

منذ 3 years18:18

18:18

Join Host Jeff Roediger and Special Guest Butch Patrick as we discuss the five questions you need to answer before finalizing your Estate Plan (Will and Living Trust). "Everyone has an estate plan.... unless you implement your own it is called the "Government's Plan"" Regardless of how many assets you have, It is important to control your legacy. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Why Understanding The Difference Between Investment & Income Planning is Vital to a Successful Retirement 8:34

منذ 3 years8:34

8:34

Join My Guest Financial Fiduciary Ken Orenstein and I as we discuss how to manage your investments with income planning to preserve wealth. Ken will share how he teaches his clients on how to structure their assets into three different types of holdings. Book a complimentary Session with Ken to get your retirement questions answered here: https://go.oncehub.com/KenOrenstein --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Key Decisions Florida Public Employees (FRS) Need to Consider Before Retiring 16:01

منذ 4 years16:01

16:01

Join Financial Fiduciary and Florida Retirement Specialist Ken Orenstein and Host Jeff Roediger as we discuss the important decisions Florida Public Employees Need to Make Before Retiring. Ken and his team can help you navigate The FRS System to make sure you are educated on all of the options and decisions that you will need to make before you set your retirement date --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Five Important Decisions When Implementing Your Will and Trust with Fiduciary Ken Orenstein 17:39

منذ 4 years17:39

17:39

Join Host Jeff Roediger and Special Guest Financial Fiduciary Ken Orenstein as we discuss the five questions you need to answer before finalizing your Estate Plan (Will and Living Trust). "Everyone has an estate plan.... unless you implement your own it is called the "Government's Plan"" Regardless of how many assets you have, It is important to control your legacy. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Why Everyone Needs an Estate Plan with Guest Host Erik Ranberg 13:24

منذ 4 years13:24

13:24

Join Host Jeff Roediger and Special Guest Financial Adviser and Former Marine Erik Ranberg whose financial practice focuses on Military Service Members, Veterans, DOD and Federal Employees as we discuss the importance of estate planning. Erik addresses this overlooked area of planning. Whose Plan Do You Want? The Government's Plan or Your Own Plan? We Can Help. Sign Up For a 30 Day Trial Estate Planning For Everyone --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Kelly Fasterling - Chapter Seven - Life Insurance To Help You While You Are Living !! 11:54

منذ 4 years11:54

11:54

Join Host Jeff Roediger and Special Guest Financial Adviser, Kathy Fasterling as we discuss how Life Insurance can be used as a great living benefit. Kelly and I discuss these important topics: 1. Why you should "own" life insurance verses "renting" it. 2. Using Life Insurance Living Benefits to help cover long term care costs 3. Leveraging Life Insurance Death Benefits to allow you to spend down other retirement assets 4. Supplemental Retirement Income and more..... --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Why Everyone Needs an Estate Plan -- Especially Today... 13:44

منذ 4 years13:44

13:44

Join Jeff Roediger and Guest Host La'Mont Baxter, Financial Adviser and Government Employee Advocate, as we discuss this important and often overlooked area of Financial Planning. Whose Plan Do You Want? The Government's Plan or Your Own Plan? We Can Help. Sign Up For a 30 Day Trial Estate Planning For Everyone --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Kelly Fasterling - Chapter Six - Long Term Care - Do You Need It? 11:45

منذ 4 years11:45

11:45

Join Jeff Roediger and Co- Host Kelly Fasterling as we discuss Long Term Care. It is very important to understand how it works and what your options are: - Do You Need It? If so, what is the best way to obtain it and fund it. - Should you consider The Federal Long Term Care (FLTCIP) ? - How to compare FLTCIP to Alternatives... - Can you afford to purchase it? Can you afford not to have this benefit? --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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Bryant Stone - Why It Is Important to Choose a Fiduciary When Searching For a Financial Professional 15:42

منذ 4 years15:42

15:42

Join Host Jeff Roediger and his Guest Financial Fiduciary Bryant Stone as they discuss this important term "fiduciary" and how it could impact you! Fiduciaries are obligated by law to act in your best interest as they manage your assets or money. Rather than operating out of self-interest (such as recommending insurance policies or investments in pursuit of fees and commissions). We address the following questions: - Why working with a Fiduciary is important - What are the different types of Fiduciary Relationships - How to find out if your "Financial Adviser" is a fiduciary Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Polimeni Tax and Financial Group, an unaffiliated and separate legal entity. This email is confidential, does not constitute investment advice, is only for the use of the intended recipient and should not be redistributed, except with the sender's consent. If you received this email in error, please notify us immediately by telephone; receipt by anyone other than the intended recipient is not a waiver of any work product or attorney-client privilege. All email to and from Redhawk Wealth Advisors, Inc. is monitored, stored and made available to regulators if requested. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Kelly Fasterling - Chapter Five - Why You Need To Review Your Fed Group Benefits Before Retiring 14:09

منذ 4 years14:09

14:09

Join Jeff Roediger and Financial Adviser Kelly Fasterling as we discuss the following in this Chapter: - Health Insurance - FEHB - There are a lot of options pre and post retirement. Here are some of the questions you need to be thinking about. Which Carrier? Is your Spouse (Significant Other) Eligible to Receive to Benefits? What will your cost be at retirement? - Fed VIP - Dental and Vision - Can you keep this plan in retirement? Does the five year rule apply? What is the cost in retirement to the federal employee? - FEGLI - As federal employees approach Retirement, many do not understand how expensive it can be. How does it compare to private sector alternatives? What is the cost to the employee in retirement? How much do you need? What is the best type of coverage? Join us for this informative session. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Pension Alternatives for Public Employees 12:02

منذ 4 years12:02

12:02

Join Host Jeff Roediger and Financial Adviser Tom Muije as we discuss alternatives to Pension annuity survivor payments. Here are the topics we discuss: Clarify: Single vs joint life? Who could be help by a pension maximization strategy? When should you start a pension maximization? Also, go to www.govresource.com and obtain your no cost pension report card. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Treasury Borrows From TSP G Fund... Again.... How Does This Impact You? 9:39

منذ 4 years9:39

9:39

Join Jeff Roediger and Financial Adviser Larry Prascus as we address these important questions... How does this impact TSP Participants? Can they withdrawal funds? Can they move assets from G Fund to other sub accounts? Listen in as Larry addresses these questions and more... Also, go to www.fedresource.com and Download a complimentary Federal Employee Retirement Workbook. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Kelly Fasterling -Chapter Four - Federal Pension Systems (FERS/CSRS) and Best Days To Retire 14:23

منذ 4 years14:23

14:23

Join Federal Financial Adviser Kelly Fasterling and Host Jeff Roediger as they discuss the Federal Pension Retirement Systems. We address these important questions: - When can you retire? - What are your Survivor Options? - When is the best day to retire as a Federal Employee? Join us to learn more. You can also obtain a complimentary Federal Retirement Handbook by going to www.fedresource.com --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Why Everyone Needs an Estate Plan -- Especially Today... 14:31

منذ 4 years14:31

14:31

Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan. When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ? What about your unused sick leave? Are your Beneficiaries Coordinated with your will? When was the last time you reviewed your will? Do you have a Living Trust? Why is this important? Everyone has an Estate Plan ..... If you do not plan you default to the Government's Plan. Log in for a 30 Day Trial to learn more and get updated -- Legacy Lock Estate Plan Trial --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Why it is Important To Complete or Update Your Will & Trust Documents 13:41

منذ 4 years13:41

13:41

Join Financial Adviser Ron Friddle and Host Jeff Roediger as we discuss The Five Key Decisions You Need To Make: 1. Who will manage your money when you die? 2. Where Does Your Money Go? 3. Who Will Take Care of Family Members? 4. Who Makes Medical Decisions on Your Behalf if you are incapacitated? 5. Who Makes Financial Decisions on Your Behalf if you are incapacitated? Learn more about this important and many times overlooked area of planning. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Mark Fricks - Chapter Five - Don't Leave Money on The Table: Maximizing Social Security 25:06

منذ 4 years25:06

25:06

Here is what Mark and Jeff Discuss in this session: • You cannot get advice about how to maximize your lifetime benefit from a Social Security representative. They are prohibited from giving advice about when to elect your benefit options. • To get the most out of your Social Security benefit, you need to file at the right time. Every dollar your Social Security income increases is less money you’ll have to spend from your retirement savings to supplement your income. • An Investment Advisor can help you determine when you should file for Social Security to get your Maximum Lifetime Benefit. • Deciding when to take your Social Security benefit is one of the most important decisions you make as a retiree. After the first year of taking the benefit, that amount is locked in for the duration of your lifetime. • Social Security is a massive, government-funded program and there are many things about this program that you cannot control. You can, however, control when and how you file for benefits --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Mark Fricks - Chapter Four - Where is My Paycheck? How Much Money Do You Need To Be Happy? 24:20

منذ 4 years24:20

24:20

Outliving their money is what retirees fear the most. Build your retirement income from the sound foundation of Green Money, or Know So Money. The foundation of a retirement strategy depends on knowing how much money you need and when you need it. • Identify how much of your income you need now, and how much you need later. Once you have your current Need Now income needs supplied, it’s crucial to the longevity of your income to plan for Need Later Money. This offers another opportunity to look at Red Money investments for growth. • Working with a Registered Investment Advisor will help you compose a clear and concise inventory of your assets, and learn how much they are worth, what rules apply to them, and how they are structured for risk. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

Jeff Roediger - Replacing Wall Street With Main Street

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Kelly Fasterling - Chapter 3 - Do you have a plan to maximize your Social Security Income? 13:25

منذ 4 years13:25

13:25

In this episode, Jeff and Kelly discuss the history of Social Security, how you qualify and ways you can maximize your Social Security Income. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support

Jeff Roediger - Replacing Wall Street With Main Street

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Pete West - Introduction to Podcast Series Dedicated to Public Employees 19:53

منذ 4 years19:53

19:53

Join Pete and Jeff as we discuss the Important Decisions Public Employees need to make regarding their Benefits / Pension /Social Security / TSP 403b /457 /401k at Retirement. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support

Jeff Roediger - Replacing Wall Street With Main Street

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Kelly Fasterling - Chapter 2 - Creating Your Checklist For Federal Retirement 12:28

منذ 4 years12:28

12:28

In this episode, Jeff and Kelly discuss the process for gathering the most pertinent items you'll need for retirement. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support

Jeff Roediger - Replacing Wall Street With Main Street

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Kelly Fasterling - Introduction to Podcast Series Dedicated To Federal Employees 10:11

منذ 4 years10:11

10:11

Join Kelly and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support

Jeff Roediger - Replacing Wall Street With Main Street

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Ron Friddle - Financial Professional Serving Active Military and Vets 10:14

منذ 5 years10:14

10:14

Join Retired Navy Officer and current Financial Professional Ron Friddle and Co-Host Jeff Roediger as we discuss Holistic Financial Economic Planning designed to help you make good Financial Decisions --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support

Jeff Roediger - Replacing Wall Street With Main Street

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Mike McCurdy - Introduction to Podcast Series Dedicated Federal Employees 14:10

منذ 5 years14:10

14:10

Join Financial Adviser Mike McCurdy and Co-Host Jeff Roediger as we introduce our new series focused on Federal Employees and Their Retirement and Planning Needs. --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support

Jeff Roediger - Replacing Wall Street With Main Street

1
Jay Steinbock - Chapter One - 403b vs IRA at Retirement 11:18

منذ 5 years11:18

11:18

Join Financial Adviser Jay Steinbock and Co Host Jeff Roediger as we discuss how to take income at retirement in your Qualified Plan (403b/401k). Should you keep it in your Employer Retirement Plan or Transfer it to an IRA? --- Support this podcast: https://podcasters.spotify.com/pod/show/jeff-roediger/support…

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