For Your Benefit show

For Your Benefit

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Podcasts:

 Designing Life Insurance for Retirement Planning | File Type: audio/mpeg | Duration: 3179

This week on For Your Benefit, Bob Leins welcomes Dave Love, CLU, CLTC with The Love Financial Group to the studio for a discussion about life insurance plans at late or mid-career and pre-retirement ages. June 27,2016

 It's Officially Summer! What are you Reading? | File Type: audio/mpeg | Duration: 3179

This week on For Your Benefit, join Mike Causey and Bob Leins as they discuss thoughts on interesting summer reads! June 20, 2016

 Choice of State for Minimizing Income and Death Taxes | File Type: audio/mpeg | Duration: 3210

This week on For Your Benefit, Bob Leins welcomes David De Jong and Steve Widdes, tax and estate attorneys with Stein Sperling Bennett De Jong Driscoll PC, to the studio to discuss the best states for retirees. 6.13.2016

 Roth Accounts: TSP versus IRA, or both? | File Type: audio/mpeg | Duration: 3179

Tune in to learn the basic difference between a Roth and a traditional TSP and or IRA! June 6,2016

 The MONEY talk - Discussing family finances with adult children | File Type: audio/mpeg | Duration: 3209

Today’s discussion will address financial planning questions from the perspective of both the parent and the child. May 23, 3016

 When SHOULD I Retire? Ideas for Assessing When the Time is Right to Retire | File Type: audio/mpeg | Duration: 3173

This week on For Your Benefit, our host, Bob Leins welcomes Mike Townshend, transition specialist, to the studio to talk about finding the right time to retire. May 16, 2016

 Beginning the Process of Financial Planning | File Type: audio/mpeg | Duration: 3177

This week on For Your Benefit, Joe Sullender, CFP, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors, joins our host Bob Leins to discuss financial planning. May 9, 2016

 A Flatter, Fairer Income Tax. A Good Idea? | File Type: audio/mpeg | Duration: 3183

This week on For Your Benefit, Tom O’Rourke, estate and tax planning attorney principal at Miles & Stockbridge P.C., joins our host Bob Leins to discuss proposals for changing the income tax law that includes subjects that some call “loopholes”.

 Finances and Estate Planning - Fitting Them Together Hand & Shoe | File Type: audio/mpeg | Duration: 3179

This week on For Your Benefit, our host, Bob Leins welcomes Marc Levine, Esquire, with Handler & Levine, LLC to the studio to discuss how your financial accounts and issues tie together with your estate planning.

 Timing retirement: What are the best dates to retire? | File Type: audio/mpeg | Duration: 3178

This week on For Your Benefit, Bob Leins will host Tammy Flanagan, Federal Benefits Expert, to discuss the best dates to retire.

 Building a simple and workable financial plan | File Type: audio/mpeg | Duration: 3222

This week on For Your Benefit, Bob Leins will host Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees.

  Kickoff Financial Literacy Month talking about “The MyMoney Five” | File Type: audio/mpeg | Duration: 3182

Learn the five building blocks for financial literacy that make up The MyMoney Five. April 4, 2016

 TSP Questions answered live by Greg Long, Kim Weaver, Bob Leins and Tammy Flanagan | File Type: audio/mpeg | Duration: 3179

This week on For Your Benefit, join our hosts, Bob Leins and Tammy Flanagan as they welcome Greg Long, Executive Director, and Kim Weaver, Director of External Affairs, Federal Retirement Thrift Investment Board to the studio.

 FEHB Open Season is over—How about Medicare? How does FEHB Coordinate benefits with Medicare? | File Type: audio/mpeg | Duration: 3207

Bob Braunstein, Federal Retirement and Benefits expert, discusses how your FEHB Plan coordinates benefits with Medicare. March 22, 2016

 The Sandwich Generation: Caring for Aging Parents and Children at the Same Time | File Type: audio/mpeg | Duration: 3179

Mike Townshend talks about the sandwich generation and how to plan and prepare for various scenarios of the future.

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