All Episodes
New Perspective Financial — 101 episodes
The Cost of Claiming Too Early
When “Making It” Turns You Into the Family ATM
The TSP Decisions That Follow You Into Retirement
Can I Retire? When the Numbers Don’t Tell the Whole Story
When AI Meets Retirement Reality
The Hidden Retirement Costs No One Warns You About
The Hidden Risk in Chasing the AI Hype & Magnificent 7
Why Your Magic Number in Retirement Isn’t What You Think
The Biggest Financial Mistakes Federal Employees Make - Part 3 of 3
The Biggest Financial Mistakes Federal Employees Make - Part 2 of 3
The Biggest Financial Mistakes Federal Employees Make - Part 1 of 3
When a Roth Conversion Backfires: What You Need to Know | The Tax Trap Behind Roth Conversions Explained | Why Timing Could Make or Break Your Retirement Plan
The Mistakes That Could Affect Your Retirement
Hidden Costs That Could Derail Your Retirement | Social Security, Medicare, and the Retirement Puzzle | Why Retirement Planning Is Harder Than You Think |
Retirement Made Simple: Strategies for Financial Confidence | Beyond Savings: Ways to Build Income Streams for Life | Strategies for Tomorrow: Addressing Longevity Risk and Retirement Challenges
Retirement Made Simple: Strategies for Financial Security | Beyond Savings: Building Income Streams for Life After Work | Planning for Tomorrow: Annuities, Social Security, and Longevity Risk Explained
The Social Security Raise That Isn’t | Should You Buy Gold at Its Peak? | Lump Sum vs. Monthly Pension: What’s the Real Win?
Why Your Magic Number Doesn’t Matter |Curveballs & Cash Flow: Creating a Flexible Retirement Plan |The Three-Bucket Secret to Outlasting Market Mayhem
The Sneak Attack: Hidden Costs of Roth Conversions | Retirement Myths Busted: What You Really Need to Know | Predictable Income & Portfolio X-Rays: Your Retirement Checkup
The Medicare Mistakes That Could Cost You Thousands
Retirement’s Biggest Curveball: Are You Ready for the DRP | Medicare Mistakes That Could Cost You Thousands | Unlocking the Secrets of Medicare and Federal Retirement
Annuities Unpacked: Securing Your Financial Future
Why Federal Employees Should Rethink Early Retirement
From Federal Paychecks to Financial Planning: What Comes Next
Finfluencers, Myths, and Money Mistakes
From Burnout to Breakthrough: Rethinking Retirement Timing
Surprise! The Retirement Tolls You Didn’t See Coming
Don’t Let Silicon Valley Decide Your Retirement
The Financial Happiness Gap: What Do We Need?
The Future of Social Security and Medicare
The Role of Finfluencers in Financial Planning
The Role of Annuities in Financial Security
The Importance of Annuities
FERS Pension AND Medicare for FED Employees
Financial Date Night AND Estate Planning with Trusts
Breaking Down VERAs for Federal Workers
Breaking Down the Impact of the Federal RIF
Will Social Security Cuts Impact Your Retirement?
Preparing for a Government RIF
Tariffs, the Economy and Federal Government Layoffs
How Should Cash Retirement Savings Factor into Your Plan?
Taking Advantage of Lower Taxes
Should You Get Out of Cash?
Getting an RMD Strategy for Retirement
What to Look for in a Financial Advisor
The Importance of Ages 62, 65, and 67 in Retirement Planning
When is an Annuity a Good Choice?
The Importance of Ages 50, 55 and 59 and a half
How the Social Security Fairness Act Affects Your Retirement
Should You Use Annuities for Basic Retirement Expenses
Here are Retirement Obstacles to Watch Out For
New Retirement Changes for 2025
Setting Financial Goals for the New Year
How to Invest in Your Federal Thrift Savings Plan
Key Components of the Federal Employee Retirement System
Being Proactive with Taxes in Retirement
Is There a Rush to Complete a Roth Conversion?
Civil Service Retirement System vs Federal Employee Retirement System
Taking Control of your 401k and Creating a Personal Pension
Breaking Down Medicare and it's Complexities
Avoiding Common Social Security Mistakes
How to Prepare for Potential Downturns
The Intricacies of Retirement Planning
IBM's Retirement Revolution: A New Approach
Trusts: Safeguarding Your Legacy
401k: An Experiment in Retirement Planning
Calculating the Pension: The High Three and Years of Service
Making Informed Decisions About Pension Options for Retirement
Benefits of Rolling Over the TSP into an IRA
Investing for Passive Income in Retirement
Red Flags When Working with Financial Advisors: What to Watch Out For
Reducing Medicare Premiums
The Importance of Financial Date Nights
Timing Retirement for Optimal Pension Payments
The Importance of Both Partners in Financial Planning
The Importance of Planning and Structuring Social Security Benefits
Maximizing Tax Benefits with Qualified Charitable Distributions
Strategies for a Successful Retirement
The Importance of Diversification in the TSP
Understanding Federal Employee Group Life Insurance (FEGLI)
Demystifying TSP: A Guide for Federal Employees
Protecting the Inheritance: The Importance of Trusts in Retirement Planning
Tayvon Jackson explains his retirement income planning process at New Perspective Financial Solutions
Is retirement about a 'magic number' or a lifestyle?
The differences between tax filing and tax planning for retirement
How do QCDs help with taxes?
How taking Social Security earlier affects your overall retirement plan
You have to have a plan for long term care
How does inflation impact your retirement savings?
When should you start putting together your estate plan?
How to keep your emotions in check when you're planning for retirement
Financial advisors are like personal trainers for your money
Clean up the infestations in your retirement plan
What to know if you take Social Security at age 62
Is the 60/40 portfolio back for 2024?
What to do if taxes go up
Is a well-funded 401K enough for retirement?
Stay within budget in retirement
Prepping for the tax cuts to end
Breaking down an IRA Rollover
How to interpret the new tax brackets