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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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Federal Employees Retirement & Benefits Podcast by CD Financial
Who is going to Process My Retirement Now?
You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Eventually, your retirement will get processed… unfortunately, ‘eventually’ might be a lot longer than you thought."
Chapters
0:00 - Introduction: Will your retirement actually get processed?
0:30 - The disappearing retirement counselors
2:15 - A heartbreaking client story from the Treasury
3:13 - Real-time retirement guidance via Zoom
6:45 - The silent crisis: HR departments are overwhelmed
8:44 - False sense of security: Who’s really helping you?
11:00 - No one is assigned to help anymore
12:10 - Confusion over military buyback numbers
13:23 - The myth of the retirement specialist
18:35 - Why getting a second set of eyes could save your future
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.