For Your Benefit show

For Your Benefit

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Podcasts:

 Federal Employee Retirement Mistakes, Miscalculations and Opportunity for a Do-Over | File Type: audio/mpeg | Duration: 3175

The week on For Your Benefit, our host, Bob Leins, and co-host, Tammy Flanagan, welcome John Jilek, Certified Financial Planner, to the studio to talk about common myths and misunderstandings of federal employee retirement.

 File and Suspend/File and Restrict – An End to a Popular Social Security Benefits Designer Strategy | File Type: audio/mpeg | Duration: 3173

Dwayne Jackson and Bob Braunstein discuss “File and Suspend” and “File and Restrict” and the associated financial considerations.

 Digital Assets: What Happens After You Die | File Type: audio/mpeg | Duration: 3174

This week Bob Leins welcomes Marc Levine, Esquire, with Handler & Levine, LLC to the studio to talk about his newsletter.

 Estate Planning? What it is and How it Applies to You Now | File Type: audio/mpeg | Duration: 3183

Tom O’Rourke, estate and tax planning attorney principal at Miles & Stockbridge P.C., joins our how Bob Leins to discuss the reasons why estate planning parallels financial and career planning.

  Update on the 114th Congress | File Type: audio/mpeg | Duration: 3204

This week on For Your Benefit, our hosts, Bob Leins and Ray Kirk welcome Ken Gold to the studio. Ken is the Director of the Government Affairs Institute at Georgetown University.

 Retirement Distribution Planning: Don't Blow It in the End! | File Type: audio/mpeg | Duration: 3205

This week on For Your Benefit listen in as our hosts Bob Leins, John Elliott and their guest, Kristina E. M. Sturgis, CFP® CDFA™ Financial Advisor, NITP Seminar Presenter and Certified Financial Planner™ with Valenstein & Patterson, a financial advisory practice of Ameriprise Financial Services, Inc. discuss distribution planning in retirement.

  An Update Discussion on Roth IRAs and the Voluntary Contribution Program | File Type: audio/mpeg | Duration: 3209

This week on For Your Benefit, hosts Bob Leins and Tammy Flanagan present their annual analysis and presentation of the “Back Door Roth IRA” and the “ The transfer of a Voluntary Contribution Account to a Roth IRA”.

 Deposits and Redeposits: What Do They Mean? How Could They Impact Your Future Retirement Benefits? | File Type: audio/mpeg | Duration: 3179

Join our host, Bob Leins, and Federal Benefits Specialist, James Marshall, as they discuss the various types of Federal Service that may be creditable for retirement under CSRS and FERS… for both eligibility and computation purposes.

 Roundtable Discussion – Retirement Resolutions | File Type: audio/mpeg | Duration: 3205

This week on For Your Benefit, our host Bob Leins welcomes Tammy Flanagan, Federal Benefits Specialist, and John Jilek, Certified Financial Planner to the studio. Join in as they engage each other in a roundtable discussion about New Year's Retirement Resolutions.

 Wrapping Up 2015 and Looking Ahead to the Possibilities that Await in 2016 | File Type: audio/mpeg | Duration: 3177

This week on For Your Benefit, join our hosts Bob Leins and Tammy Flanagan, Federal Benefits Specialist, for a lively discussion on year-end planning.

 Gift Myths and Gift Facts along with Other Things to Know in 2016 and Beyond | File Type: audio/mpeg | Duration: 3187

This week on For Your Benefit, our host, Bob Leins welcomes Marc Levine, Esquire, with Handler & Levine, LLC to the studio to talk about gift myths and facts.

 A Look at the Past Year and What is Coming Up in 2016 | File Type: audio/mpeg | Duration: 3200

This week on For Your Benefit, our host Bob Leins welcomes co-host Bob Braunstein and guest Mike Causey to the studio to look back on the past year and what is on the horizon for 2016.

 The Holidays are Stressful – Why? | File Type: audio/mpeg | Duration: 3210

This week on ForYourBenefit our host Bob Leins invites Patti Hudson to the studio for a lively chat about holiday stress and New Year’s resolutions.

 Open Season – with GEHA | File Type: audio/mpeg | Duration: 3100

This week on For Your Benefit, our hosts Bob Leins and Ray Kirk Ph.D., welcome Brian Sperling, Account Executive Specialist with Government Employees Health Association, Inc. (GEHA) to the studio.

 For Your Benefit: Roundtable Discussion – Open Season | File Type: audio/mpeg | Duration: 3098

Our host, Bob Leins, welcomes Ray Kirk, Ph.D., and Maureen Wilkin, CEBS, PHR to the studio. Both are Federal Benefits Specialists and trainers for NITP.

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