Federal Employees Retirement & Benefits Podcast by CD Financial
The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan.
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Podcasting since 2022 • 260 episodes
Federal Employees Retirement & Benefits Podcast by CD Financial
Latest Episodes
Roth Conversions & IRMAA | Strategies for Federal Employees
Roth conversions and IRMAA are deeply connected—one decision today can impact your Medicare premiums two years from now.Checklist Challenge: https://cdfinancial.org/checklist-challenge/FREE 15-minute call: https://calendly.com/charl...
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Season 3
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Episode 98
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21:55
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Federal Employees: Your Pension Might Cost You Thousands in Extra Taxes—Income Stacking
Federal employee retirement income stacking can quietly push you into higher tax brackets—turning your pension, TSP withdrawals, and Social Security into a costly tax surprise if not planned properly.“Income stacking in retirement isn’t abo...
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Season 4
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Episode 11
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4:20
Federal Employees Missing This TSP 401k Tax Deadline? Here's What Happens
TSP and 401(k) withdrawals can create an unexpected tax bill when withholding does not match your actual tax bracket, state tax exposure, and total retirement income. In this episode, we break down what federal employees and retirees should che...
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Season 3
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Episode 97
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24:37
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Spending in Retirement Without Regret: A Practical Framework to Die With Zero
“How do you spend money in retirement without fear of running out—and without leaving life unlived?” This video explores a practical retirement spending framework inspired by Die With Zero, helping you balance income, experiences, and long-term...
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Season 4
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Episode 9
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4:29
FERS Supplement vs Social Security: Which Comes First?
FERS Supplement vs Social Security: When does the bridge income start—and what happens at age 62 that federal employees need to plan for? Checklist Challenge: https://cdfinancial.org/checklist-challenge/“Your FERS Supplement is designed to ...
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Season 3
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Episode 96
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17:33
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