Kelly Fasterling public
[search 0]

Download the App!

show episodes
 
I would like to welcome all public sector employees to my podcast series dedicated to Improving The Lives of Public Employees. Our Mission since 2008 ""Committed to improving the lives of public employees by providing access to financial solutions." Support this podcast: https://anchor.fm/jeff-roediger/support
 
I would like to welcome all public sector employees to my podcast series dedicated to Improving The Lives of Public Employees. Our Mission since 2008 ""Committed to improving the lives of public employees by providing access to financial solutions." Support this podcast: https://anchor.fm/jeff-roediger/support
 
Loading …
show series
 
Join Host Jeff Roediger and Special Guest Financial Fiduciary Ken Orenstein as we discuss the five questions you need to answer before finalizing your Estate Plan (Will and Living Trust). "Everyone has an estate plan.... unless you implement your own it is called the "Government's Plan"" Regardless of how many assets you have, It is important to co…
 
Join Host Jeff Roediger and Special Guest Financial Adviser and Former Marine Erik Ranberg whose financial practice focuses on Military Service Members, Veterans, DOD and Federal Employees as we discuss the importance of estate planning. Erik addresses this overlooked area of planning. Whose Plan Do You Want? The Government's Plan or Your Own Plan?…
 
Join Host Jeff Roediger and Special Guest Financial Adviser and Former Marine Erik Ranberg whose financial practice focuses on Military Service Members, Veterans, DOD and Federal Employees as we discuss the importance of estate planning. Erik addresses this overlooked area of planning. Whose Plan Do You Want? The Government's Plan or Your Own Plan?…
 
Join Host Jeff Roediger and Special Guest Financial Adviser, Kathy Fasterling as we discuss how Life Insurance can be used as a great living benefit. Kelly and I discuss these important topics: 1. Why you should "own" life insurance verses "renting" it. 2. Using Life Insurance Living Benefits to help cover long term care costs 3. Leveraging Life In…
 
Join Host Jeff Roediger and Special Guest Financial Adviser, Kathy Fasterling as we discuss how Life Insurance can be used as a great living benefit. Kelly and I discuss these important topics: 1. Why you should "own" life insurance verses "renting" it. 2. Using Life Insurance Living Benefits to help cover long term care costs 3. Leveraging Life In…
 
Join Jeff Roediger and Guest Host La'Mont Baxter, Financial Adviser and Government Employee Advocate, as we discuss this important and often overlooked area of Financial Planning. Whose Plan Do You Want? The Government's Plan or Your Own Plan? We Can Help. Sign Up For a 30 Day Trial Estate Planning For Everyone --- This episode is sponsored by · An…
 
Join Jeff Roediger and Guest Host La'Mont Baxter, Financial Adviser and Government Employee Advocate, as we discuss this important and often overlooked area of Financial Planning. Whose Plan Do You Want? The Government's Plan or Your Own Plan? We Can Help. Sign Up For a 30 Day Trial Estate Planning For Everyone…
 
Join Jeff Roediger and Co- Host Kelly Fasterling as we discuss Long Term Care. It is very important to understand how it works and what your options are: - Do You Need It? If so, what is the best way to obtain it and fund it. - Should you consider The Federal Long Term Care (FLTCIP) ? - How to compare FLTCIP to Alternatives... - Can you afford to p…
 
Join Jeff Roediger and Co- Host Kelly Fasterling as we discuss Long Term Care. It is very important to understand how it works and what your options are: - Do You Need It? If so, what is the best way to obtain it and fund it. - Should you consider The Federal Long Term Care (FLTCIP) ? - How to compare FLTCIP to Alternatives... - Can you afford to p…
 
Join Host Jeff Roediger and his Guest Financial Fiduciary Bryant Stone as they discuss this important term "fiduciary" and how it could impact you! Fiduciaries are obligated by law to act in your best interest as they manage your assets or money. Rather than operating out of self-interest (such as recommending insurance policies or investments in p…
 
Join Host Jeff Roediger and his Guest Financial Fiduciary Bryant Stone as they discuss this important term "fiduciary" and how it could impact you! Fiduciaries are obligated by law to act in your best interest as they manage your assets or money. Rather than operating out of self-interest (such as recommending insurance policies or investments in p…
 
Join Jeff Roediger and Financial Adviser Kelly Fasterling as we discuss the following in this Chapter: - Health Insurance - FEHB - There are a lot of options pre and post retirement. Here are some of the questions you need to be thinking about. Which Carrier? Is your Spouse (Significant Other) Eligible to Receive to Benefits? What will your cost be…
 
Join Jeff Roediger and Financial Adviser Kelly Fasterling as we discuss the following in this Chapter: - Health Insurance - FEHB - There are a lot of options pre and post retirement. Here are some of the questions you need to be thinking about. Which Carrier? Is your Spouse (Significant Other) Eligible to Receive to Benefits? What will your cost be…
 
Join Host Jeff Roediger and Financial Adviser Tom Muije as we discuss alternatives to Pension annuity survivor payments. Here are the topics we discuss: Clarify: Single vs joint life? Who could be help by a pension maximization strategy? When should you start a pension maximization? Also, go to www.govresource.com and obtain your no cost pension re…
 
Join Host Jeff Roediger and Financial Adviser Tom Muije as we discuss alternatives to Pension annuity survivor payments. Here are the topics we discuss: Clarify: Single vs joint life? Who could be help by a pension maximization strategy? When should you start a pension maximization? Also, go to www.govresource.com and obtain your no cost pension re…
 
Join Jeff Roediger and Financial Adviser Larry Prascus as we address these important questions... How does this impact TSP Participants? Can they withdrawal funds? Can they move assets from G Fund to other sub accounts? Listen in as Larry addresses these questions and more... Also, go to www.fedresource.com and Download a complimentary Federal Empl…
 
Join Jeff Roediger and Financial Adviser Larry Prascus as we address these important questions... How does this impact TSP Participants? Can they withdrawal funds? Can they move assets from G Fund to other sub accounts? Listen in as Larry addresses these questions and more... Also, go to www.fedresource.com and Download a complimentary Federal Empl…
 
Join Federal Financial Adviser Kelly Fasterling and Host Jeff Roediger as they discuss the Federal Pension Retirement Systems. We address these important questions: - When can you retire? - What are your Survivor Options? - When is the best day to retire as a Federal Employee? Join us to learn more. You can also obtain a complimentary Federal Retir…
 
Join Federal Financial Adviser Kelly Fasterling and Host Jeff Roediger as they discuss the Federal Pension Retirement Systems. We address these important questions: - When can you retire? - What are your Survivor Options? - When is the best day to retire as a Federal Employee? Join us to learn more. You can also obtain a complimentary Federal Retir…
 
Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan. When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ? What about your unused sick leave? Are your Beneficiaries Coordinated with your will? When was the last time you reviewed your will? Do y…
 
Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan. When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ? What about your unused sick leave? Are your Beneficiaries Coordinated with your will? When was the last time you reviewed your will? Do y…
 
Join Financial Adviser Ron Friddle and Host Jeff Roediger as we discuss The Five Key Decisions You Need To Make: 1. Who will manage your money when you die? 2. Where Does Your Money Go? 3. Who Will Take Care of Family Members? 4. Who Makes Medical Decisions on Your Behalf if you are incapacitated? 5. Who Makes Financial Decisions on Your Behalf if …
 
Join Financial Adviser Ron Friddle and Host Jeff Roediger as we discuss The Five Key Decisions You Need To Make: 1. Who will manage your money when you die? 2. Where Does Your Money Go? 3. Who Will Take Care of Family Members? 4. Who Makes Medical Decisions on Your Behalf if you are incapacitated? 5. Who Makes Financial Decisions on Your Behalf if …
 
Here is what Mark and Jeff Discuss in this session: • You cannot get advice about how to maximize your lifetime benefit from a Social Security representative. They are prohibited from giving advice about when to elect your benefit options. • To get the most out of your Social Security benefit, you need to file at the right time. Every dollar your S…
 
Here is what Mark and Jeff Discuss in this session: • You cannot get advice about how to maximize your lifetime benefit from a Social Security representative. They are prohibited from giving advice about when to elect your benefit options. • To get the most out of your Social Security benefit, you need to file at the right time. Every dollar your S…
 
Outliving their money is what retirees fear the most. Build your retirement income from the sound foundation of Green Money, or Know So Money. The foundation of a retirement strategy depends on knowing how much money you need and when you need it. • Identify how much of your income you need now, and how much you need later. Once you have your curre…
 
How Much Money Do You Need To Be Happy? Outliving their money is what retirees fear the most. Build your retirement income from the sound foundation of Green Money, or Know So Money. The foundation of a retirement strategy depends on knowing how much money you need and when you need it. • Identify how much of your income you need now, and how much …
 
In this episode, Jeff and Kelly discuss the history of Social Security, how you qualify and ways you can maximize your Social Security Income. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support…
 
Join Pete and Jeff as we discuss the Important Decisions Public Employees need to make regarding their Benefits / Pension /Social Security / TSP 403b /457 /401k at Retirement. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support…
 
In this episode, Jeff and Kelly discuss the process for gathering the most pertinent items you'll need for retirement. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support
 
Join Kelly and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support…
 
Have you reviewed your FERS/CSRS Annuity Payout estimate in the last 12 months? Join Retired Federal Manager and Current Federal Employee Benefits and Retirement Advocate Elizabeth Inman as we discuss why it is important to review your FERS/CSRS Benefits on an Annual Basis as you approach retirement. - Should you Take a Full Pension Annuity? - What…
 
Join Retired Navy Officer and current Financial Professional Ron Friddle and Co-Host Jeff Roediger as we discuss Holistic Financial Economic Planning designed to help you make good Financial Decisions --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roedi…
 
Join Financial Adviser Mike McCurdy and Co-Host Jeff Roediger as we introduce our new series focused on Federal Employees and Their Retirement and Planning Needs. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support…
 
Join Financial Adviser Jay Steinbock and Co Host Jeff Roediger as we discuss how to take income at retirement in your Qualified Plan (403b/401k). Should you keep it in your Employer Retirement Plan or Transfer it to an IRA? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https…
 
Ten Questions You Need To Answer 1. Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months? 2. Does your Plan (Tier) offer a Pension Alternative (DROP) ? If so, have you compared it to the Annuity Payout Option? 3. How Healthy is Your Pension? Will it outlast you? See Next Section For Details on your Plan. 4. I…
 
Ten Questions You Need To Answer 1. Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months? 2. Does your Plan (Tier) offer a Pension Alternative (DROP) ? If so, have you compared it to the Annuity Payout Option? 3. How Healthy is Your Pension? Will it outlast you? See Next Section For Details on your Plan. 4. I…
 
Over the course of your lifetime, it is likely that you have acquired a variety of assets. Assets can range from money that you have in a savings account or a 401(k), to a pension or an IRA. You have earned money and have made financial decisions based on the best information you had at the time. When viewed as a whole, however, you might not have …
 
Over the course of your lifetime, it is likely that you have acquired a variety of assets. Assets can range from money that you have in a savings account or a 401(k), to a pension or an IRA. You have earned money and have made financial decisions based on the best information you had at the time. When viewed as a whole, however, you might not have …
 
Join Elizabeth Inman and Jeff Roediger as we discussed this critical and often overlooked retirement planning topic. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login