PODCAST · government
Jeff Roediger - Replacing Wall Street With Main Street
by Jeff Roediger
I would like to welcome all public sector employees to my podcast series dedicated to Improving The Lives of Public Employees. Our Mission since 2008 ""Committed to improving the lives of public employees by providing access to financial solutions."
Episodes
-
Chapter 6 of The Informed Fed, "All About You Health Benefits"
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…
more -
Chapter 5 of The Informed Fed, "Thrift Savings Plan (TSP)"
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...
-
Chapter 4 of The Informed Fed, "Understanding FEGLI"
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,...
-
Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies"
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…
more -
Chapter 2 of The Informed Fed, “Taking a New Perspective on Learning”
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…
more -
Chapter 1 of The Informed Fed, "The Grass is Always Greener"
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…
more -
Five Key Decisions -- Completing Will & Trust Documents Does Not Have To Be Complicated
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…
more -
Why Understanding The Difference Between Investment & Income Planning is Vital to a Successful Retirement
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…
more -
Key Decisions Florida Public Employees (FRS) Need to Consider Before Retiring
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…
more -
Five Important Decisions When Implementing Your Will and Trust with Fiduciary Ken Orenstein
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""…
more -
Why Everyone Needs an Estate Plan with Guest Host Erik Ranberg
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...
-
Kelly Fasterling - Chapter Seven - Life Insurance To Help You While You Are Living !!
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...
-
Why Everyone Needs an Estate Plan -- Especially Today...
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…
more -
Kelly Fasterling - Chapter Six - Long Term Care - Do You Need It?
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...
-
Bryant Stone - Why It Is Important to Choose a Fiduciary When Searching For a Financial Professional
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…
more -
Kelly Fasterling - Chapter Five - Why You Need To Review Your Fed Group Benefits Before Retiring
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)...
-
Pension Alternatives for Public Employees
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...
-
Treasury Borrows From TSP G Fund... Again.... How Does This Impact You?
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...
-
Kelly Fasterling -Chapter Four - Federal Pension Systems (FERS/CSRS) and Best Days To Retire
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...
-
Why Everyone Needs an Estate Plan -- Especially Today...
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…
more -
Why it is Important To Complete or Update Your Will & Trust Documents
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…
more -
Mark Fricks - Chapter Five - Don't Leave Money on The Table: Maximizing Social Security
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…
more -
Mark Fricks - Chapter Four - Where is My Paycheck? How Much Money Do You Need To Be Happy?
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,...
-
Kelly Fasterling - Chapter 3 - Do you have a plan to maximize your Social Security Income?
In this episode, Jeff and Kelly discuss the history of Social Security, how you qualify and ways you can maximize your Social Security Income.
-
Pete West - Introduction to Podcast Series Dedicated to Public Employees
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.
-
Kelly Fasterling - Chapter 2 - Creating Your Checklist For Federal Retirement
In this episode, Jeff and Kelly discuss the process for gathering the most pertinent items you'll need for retirement.
-
Kelly Fasterling - Introduction to Podcast Series Dedicated To Federal Employees
Join Kelly and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement.
-
Ron Friddle - Financial Professional Serving Active Military and Vets
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
-
Mike McCurdy - Introduction to Podcast Series Dedicated Federal Employees
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.
-
Jay Steinbock - Chapter One - 403b vs IRA at Retirement
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?
-
Dominick Caiati - Chapter 11 - Ten Questions You Need To Answer Before Retiring
Ten Questions You Need To Answer 1. Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months? 2. Does your Plan (Tier) offer a Pension Alternative (DROP) ? If so, have you compared it to the Annuity Payout Option? 3. How Healthy is Your Pension? Will it outlast...
-
Mark Fricks - Chapter Three - What Color is Your Money?
Over the course of your lifetime, it is likely that you have acquired a variety of assets. Assets can range from money that you have in a savings account or a 401(k), to a pension or an IRA. You have earned money and have made financial decisions based on the best information you had at the time....
-
Elizabeth Inman -- Chapter Six -- Estate Planning for Federal Employees
Join Elizabeth Inman and Jeff Roediger as we discussed this critical and often overlooked retirement planning topic.
-
Dominick Caiati - Chapter Ten --- TSP/403b/457/401k vs. Private Institution IRA's at Retirement
Join Dominick Caiati and Jeff Roediger as we discuss the important decision at retirement concerning keeping your Qualified Retirement at the Government Institution and withdrawing your retirement income from that account or moving it to a Private Financial Institution or Insurance Company to...
-
Tom Thalman Episode One "The Myth of The Rich Doctor"
Join Certified Financial Planner Tom Thalman and I as we discuss "The Myth of The Rich Doctor." We address this Question --- Doctor, what is the state of your financial health?
-
Mark Fricks - Chapter Two - WHAT THE HECK JUST HAPPENED?STOCK MARKET RISK AND YOUR RETIREMENT
“The U.S. has developed a new weapon that destroys people but leaves buildings standing. It’s called the stock market.” ~ Jay Leno The stock market has long been relied upon to grow money. During retirement, growth is an important part of asset management and one solution to the dilemma of…
more -
Dominick Caiati - Chapter Nine - Important Estate Planning Tips
Join Dominick Caiati and Jeff Roediger as we discuss keeping your assets out of court control. - How to avoid or minimize probate (Could hold your assets for over a year) - Coordinating Your Life Insurance, Pension Annuity Survivor Benefits, and TSP/403(b)/401(k) - Prepare Today for Tomorrow's...
-
Larry Spoth - Chapter Four -- The Lost Decade and How to Survive it
Join Larry Spoth and Jeff Roediger as we discuss "The Lost Decade" How to manage an up and down and period and still have a secure retirement income. Here is what we discuss: - The History of the Market (Specifically the S&P 500) - How to Navigate your retirement through tough times - Buckets of...
-
Bill Crozier - Financial Advocate for AgriBusiness -- Serving the Farming Community Nationwide.
Join Bill and I as we discuss why his firm specializes in the farm ranch and equine family businesses helping them make sure they maximize their estate plan and succession planning.
-
Mark Fricks - Chapter One -- DESTINATION RETIREMENT
• Just like planning for a vacation or a trip, your retirement plan needs to consider your goals and objectives, or it won’t be a good plan for you. The answers to the question, when should I retire, will be different for everyone, based on your lifestyle and the people in it who are important to...
-
Larry Spoth - Chapter Three -- Retirement Risk
Join Larry Spoth and Jeff Roediger as we discuss how to balance your retirement income. Balance means maintaining growth and minimizing risk. Larry has a successful strategy on how to deploy this planning concept both in bull and bear markets. Join us as we review this strategy
-
Elizabeth Inman -- Chapter Five -- Tax Strategy
Join Elizabeth Inman and Jeff Roediger as we discuss how to minimize your retirement income taxes. Elizabeth discusses important tax reduction strategies as they pertain to the following retirement income options: 1. FERS/CSRS Pension Income 2. TSP Traditional and Roth Distribution Options 3....
-
Kathleen Sanford - Chapter Three - TSP (Thrift Savings Plan)
Join Kathleen and I as we discuss the details of your TSP Retirement. Remember it is The Thrift "Savings" Plan. 1. Roth vs Traditional Contributions 2. Rollover and Transfer Pros and Cons 3. Withdrawal Options at Retirement and more...
-
Bill Crozier - Financial Adviser Serving Ohio Public Employees and Educators
Join Financial Adviser Bill Crozier and Co-Host Jeff Roediger as we discuss the challenges Public Employees in Ohio have when planning for their retirement. -OPERS/STRS -457 and 403b Planning -Social Security We look forward to serving you.
-
Dominick Caiati - Chapter Eight -- Survivor Retirement Benefits
Dominick and I Discuss this overlooked Benefit and how it could be very costly in retirement. What are your options? How is it calculated? What are the costly mistakes?
-
Mark Fricks - Introduction of the Audio Book "Federal Employees - The Retirement Road Less Traveled
Federal Employees - The Retirement Road Less Traveled with Financial Adviser and Federal Employee Advocate Mark Fricks. Mark Shares the mission behind the 2nd edition of The Book "The Road Less Traveled" This is a Financial Roadmap for Federal Employees seeking a secure retirement
-
Elizabeth Inman Chapter Four - Retirement Income Strategy
Join Elizabeth Inman and Jeff Roediger as we discuss The Importance of Having a Retirement Income Strategy.
-
Dominick Caiati - Chapter Five - Important Social Security Retirement Educational Session
Join Dominick Caiati and Jeff Roediger as we discuss what you need to know about your Social Security Benefits before you retire. - How to Avoid Identity Theft - Reviewing the accuracy of your Income Credits - How Does Your Social Security Benefit Impact Your Pension Income - What is the best age...
-
Joseph Tarpley - Introduction - Financial Adviser and Former Law Enforcement Offers
Join Joseph Tarpley and Jeff Roediger as we discuss The Important Financial Planning and Retirement Decisions Law Enforcement Officers need to focus on during and after their careers
-
Larry Spoth - Chapter Two -- Structuring Your Retirement Income
Join Financial Adviser and Federal Employee Advocate Larry Spoth and Jeff Roediger as we discuss how to Structure Your Retirement Income as a Federal Employee. Larry incorporates a Two Bucket Strategy that simplifies the complexity of maximizing your FERS/CSRS Pension/ Thrift Savings Plan (TSP)…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
I would like to welcome all public sector employees to my podcast series dedicated to Improving The Lives of Public Employees. Our Mission since 2008 ""Committed to improving the lives of public employees by providing access to financial solutions."
HOSTED BY
Jeff Roediger
CATEGORIES
Loading similar podcasts...