Shows
Jeff Roediger - Replacing Wall Street With Main StreetFive Key Decisions -- Completing Will & Trust Documents Does Not Have To Be ComplicatedJoin Host Jeff Roediger and Special Guest Butch Patrick 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 control your legacy.--- Support this podcast: https://anchor.fm/jeff-roediger/support
2022-04-1818 min
Jeff Roediger - Replacing Wall Street With Main StreetKey Decisions Florida Public Employees (FRS) Need to Consider Before RetiringJoin Financial Fiduciary and Florida Retirement Specialist Ken Orenstein and Host Jeff Roediger as we discuss the important decisions Florida Public Employees Need to Make Before Retiring.Ken and his team can help you navigate The FRS System to make sure you are educated on all of the options and decisions that you will need to make before you set your retirement date--- Support this podcast: https://anchor.fm/jeff-roediger/support
2022-02-1016 min
Jeff Roediger - Replacing Wall Street With Main StreetFive Important Decisions When Implementing Your Will and Trust with Fiduciary Ken OrensteinJoin 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 control your legacy.--- 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
2022-01-0218 min
Jeff Roediger - Replacing Wall Street With Main StreetWhy Everyone Needs an Estate Plan with Guest Host Erik RanbergJoin 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? We Can Help.Sign Up For a 30 Day TrialEstate Planning For Everyone--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff...
2021-12-1614 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling - Chapter Seven - Life Insurance To Help You While You Are Living !!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 costs3. Leveraging Life Insurance Death Benefits to allow you to spend down other retirement assets4. Supplemental Retirement Incomeand more.....--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https...
2021-12-1612 min
Jeff Roediger - Replacing Wall Street With Main StreetWhy Everyone Needs an Estate Plan -- Especially Today...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 · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support
2021-12-1414 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling - Chapter Six - Long Term Care - Do You Need It?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 purchase it? Can you afford not to have this benefit?--- This episode is sponsored by · Anchor: The easiest way to make a podc...
2021-10-2412 min
Jeff Roediger - Replacing Wall Street With Main StreetBryant Stone - Why It Is Important to Choose a Fiduciary When Searching For a Financial ProfessionalJoin 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 pursuit of fees and commissions). We address the following questions:- Why working with a Fiduciary is important- What are the different types of Fiduciary Relationships- How to find out if your "Financial Adv...
2021-10-2416 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling - Chapter Five - Why You Need To Review Your Fed Group Benefits Before RetiringJoin 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 at retirement?- Fed VIP - Dental and Vision - Can you keep this plan in retirement? Does the five year rule apply? What is the cost in retirement to the federal employee? - FEG...
2021-09-2614 min
Jeff Roediger - Replacing Wall Street With Main StreetPension Alternatives for Public EmployeesJoin 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 report card.--- 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
2021-09-1912 min
Jeff Roediger - Replacing Wall Street With Main StreetTreasury Borrows From TSP G Fund... Again.... How Does This Impact You?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 Employee Retirement Workbook.--- 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
2021-09-1810 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling -Chapter Four - Federal Pension Systems (FERS/CSRS) and Best Days To RetireJoin 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 Retirement Handbook by going to www.fedresource.com--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: h...
2021-09-0415 min
Jeff Roediger -- Replacing Wall Street With Main StreetKelly Fasterling -Chapter Four - Federal Pension Systems (FERS/CSRS) and Best Days To RetireJoin 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 Retirement Handbook by going to www.fedresource.com
2021-09-0414 min
Jeff Roediger - Replacing Wall Street With Main StreetWhy Everyone Needs an Estate Plan -- Especially Today...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 you have a Living Trust? Why is this important?Everyone has an Estate Plan ..... If you do not plan you default to the Government's Plan.Log in for a 30 Day Trial to...
2021-08-2815 min
Jeff Roediger -- Replacing Wall Street With Main StreetWhy Everyone Needs an Estate Plan -- Especially Today...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 you have a Living Trust? Why is this important?Everyone has an Estate Plan ..... If you do not plan you default to the Government's Plan.Log in for a 30 Day Trial to...
2021-08-2114 min
Jeff Roediger - Replacing Wall Street With Main StreetWhy it is Important To Complete or Update Your Will & Trust DocumentsJoin 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 you are incapacitated?Learn more about this important and many times overlooked area of planning.--- This episode is sponsored by · Anchor: The easiest way to make a...
2021-08-0914 min
Jeff Roediger -- Replacing Wall Street With Main StreetWhy it is Important To Complete or Update Your Will & Trust DocumentsJoin 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 you are incapacitated?Learn more about this important and many times overlooked area of planning.
2021-08-0813 min
Jeff Roediger - Replacing Wall Street With Main StreetMark Fricks - Chapter Five - Don't Leave Money on The Table: Maximizing Social SecurityHere 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 Social Security income increases is less money you’ll have to spend from your retirement savings to supplement your income. • An Investment Advisor can help you determine when you should file for Social Security to get your Ma...
2021-07-1925 min
Jeff Roediger - Replacing Wall Street With Main StreetMark Fricks - Chapter Four - Where is My Paycheck? 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 you need later. Once you have your current Need Now income needs supplied, it’s crucial to the longevity of your income to plan for Need Later Money. This offers another opportunity to look at Red Money investments for growth.• Workin...
2021-07-0125 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling - Chapter 3 - Do you have a plan to maximize your Social Security Income?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
2021-05-0714 minJeff Roediger - Replacing Wall Street With Main StreetPete West - Introduction to Podcast Series Dedicated to Public EmployeesJoin 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
2021-04-1320 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling - Chapter 2 - Creating Your Checklist For Federal RetirementIn 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
2021-03-1713 min
Jeff Roediger - Replacing Wall Street With Main StreetKelly Fasterling - Introduction to Podcast Series Dedicated To Federal EmployeesJoin 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
2021-02-1111 min
Jeff Roediger -- Replacing Wall Street With Main StreetJay Steinbock - Chapter Two - Pension Max Using Life Insurance as an AlternativeJoin Jay Steinbock and Jeff Roediger as we discuss the potential advantages of using Life Insurance to create more options at retirement. - Flexibility- Control of Estate- Additional Retirement Funds
2020-12-1711 min
Jeff Roediger - Replacing Wall Street With Main StreetRon Friddle - Financial Professional Serving Active Military and VetsJoin 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-roediger/support
2020-11-2411 min
Jeff Roediger -- Replacing Wall Street With Main StreetRon Friddle - Financial Professional Serving Active Military and VetsJoin 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
2020-11-2410 min
Jeff Roediger - Replacing Wall Street With Main StreetMike McCurdy - Introduction to Podcast Series Dedicated Federal EmployeesJoin 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
2020-11-1615 min
Jeff Roediger -- Replacing Wall Street With Main StreetMike McCurdy - Introduction to Podcast Series Dedicated Federal EmployeesJoin 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.
2020-11-1614 min
Jeff Roediger - Replacing Wall Street With Main StreetJay Steinbock - Chapter One - 403b vs IRA at RetirementJoin 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://anchor.fm/jeff-roediger/support
2020-11-1112 min
Jeff Roediger -- Replacing Wall Street With Main StreetJay Steinbock - Chapter One - 403b vs IRA at RetirementJoin 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?
2020-11-1111 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter 11 - Ten Questions You Need To Answer Before RetiringTen Questions You Need To Answer1. 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. Is your 403B/457 Allocation Setup to minimize a major market correction ?5. Have you reviewed the impact of taxes on the distribution of your 403B/457?6. Do you have a plan to maximi...
2020-11-0917 min
Jeff Roediger - Replacing Wall Street With Main StreetMark Fricks - Chapter Three - What Color is Your Money?Over the course of your lifetime, it is likely that you have acquireda variety of assets. Assets can range from money that you havein a savings account or a 401(k), to a pension or an IRA. Youhave earned money and have made financial decisions basedon the best information you had at the time. When viewed as awhole, however, you might not have an overall strategy for themanagement of your assets. As we have seen, it’s more importantthan ever to know which of your assets ar...
2020-11-0221 min
Jeff Roediger - Replacing Wall Street With Main StreetElizabeth Inman -- Chapter Six -- Estate Planning for Federal EmployeesJoin 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
2020-10-2620 min
Jeff Roediger -- Replacing Wall Street With Main StreetElizabeth Inman -- Chapter Six -- Estate Planning for Federal EmployeesJoin Elizabeth Inman and Jeff Roediger as we discussed this critical and often overlooked retirement planning topic.
2020-10-2619 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter Ten --- TSP/403b/457/401k vs. Private Institution IRA's at RetirementJoin Dominick Caiati and Jeff Roediger as we discuss the important decision at retirement concerning keeping your Qualified Retirement at the Government Institution and withdrawing your retirement income from that account or moving it to a Private Financial Institution or Insurance Company to withdrawal the retirement income or annuity.--- 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
2020-10-1413 min
Jeff Roediger -- Replacing Wall Street With Main StreetDominick Caiati - Chapter Ten --- TSP/403b/457/401k vs. Private Institution IRA's at RetirementJoin Dominick Caiati and Jeff Roediger as we discuss the important decision at retirement concerning keeping your Qualified Retirement at the Government Institution and withdrawing your retirement income from that account or moving it to a Private Financial Institution or Insurance Company to withdrawal the retirement income or annuity.
2020-10-1412 min
Jeff Roediger - Replacing Wall Street With Main StreetTom Thalman Episode One "The Myth of The Rich Doctor"Join Certified Financial Planner Tom Thalman and I as we discuss "The Myth of The Rich Doctor."We address this Question --- Doctor, what is the state of your financial health?--- 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
2020-09-2815 min
Jeff Roediger - Replacing Wall Street With Main StreetMark Fricks - Chapter Two - WHAT THE HECK JUST HAPPENED?STOCK MARKET RISK AND YOUR RETIREMENT“The U.S. has developed a new weapon that destroys people butleaves buildings standing. It’s called the stock market.”~ Jay LenoThe stock market has long been relied upon to grow money. During retirement, growth is an important part of asset managementand one solution to the dilemma of running out of money. Butwith growth comes risk. How much risk depends on the percentage of your investments connected to stock market volatility.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this po...
2020-09-2323 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter Nine - Important Estate Planning TipsJoin Dominick Caiati and Jeff Roediger as we discuss keeping your assets out of court control.- How to avoid or minimize probate (Could hold your assets for over a year)- Coordinating Your Life Insurance, Pension Annuity Survivor Benefits, and TSP/403(b)/401(k)- Prepare Today for Tomorrow's Unknown--- 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
2020-09-2110 min
Jeff Roediger -- Replacing Wall Street With Main StreetDominick Caiati - Chapter Nine - Important Estate Planning TipsJoin Dominick Caiati and Jeff Roediger as we discuss keeping your assets out of court control.- How to avoid or minimize probate (Could hold your assets for over a year)- Coordinating Your Life Insurance, Pension Annuity Survivor Benefits, and TSP/403(b)/401(k)- Prepare Today for Tomorrow's Unknown
2020-09-2109 min
Jeff Roediger - Replacing Wall Street With Main StreetLarry Spoth - Chapter Four -- The Lost Decade and How to Survive itJoin Larry Spoth and Jeff Roediger as we discuss "The Lost Decade" How to manage an up and down and period and still have a secure retirement income. Here is what we discuss:- The History of the Market (Specifically the S&P 500)- How to Navigate your retirement through tough times- Buckets of Money Strategies That Will Reduce Your Retirement Income Risk--- 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
2020-09-2119 min
Jeff Roediger -- Replacing Wall Street With Main StreetLarry Spoth - Chapter Four -- The Lost Decade and How to Survive itJoin Larry Spoth and Jeff Roediger as we discuss "The Lost Decade" How to manage an up and down and period and still have a secure retirement income. Here is what we discuss:- The History of the Market (Specifically the S&P 500)- How to Navigate your retirement through tough times- Buckets of Money Strategies That Will Reduce Your Retirement Income Risk
2020-09-2118 min
Jeff Roediger - Replacing Wall Street With Main StreetBill Crozier - Financial Advocate for AgriBusiness -- Serving the Farming Community Nationwide.Join Bill and I as we discuss why his firm specializes in the farm ranch and equine family businesses helping them make sure they maximize their estate plan and succession planning.--- 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
2020-09-1815 min
Jeff Roediger - Replacing Wall Street With Main StreetMark Fricks - Chapter One -- DESTINATION RETIREMENT• Just like planning for a vacation or a trip, your retirementplan needs to consider your goals and objectives, or it won’tbe a good plan for you. The answers to the question, whenshould I retire, will be different for everyone, based on yourlifestyle and the people in it who are important to you.• There is a difference between a retirement product such as amutual fund or annuity and a retirement plan. As you moveout of the working stage of your life, you are no longer earnin...
2020-09-1725 min
Jeff Roediger - Replacing Wall Street With Main StreetLarry Spoth - Chapter Three -- Retirement RiskJoin Larry Spoth and Jeff Roediger as we discuss how to balance your retirement income. Balance means maintaining growth and minimizing risk. Larry has a successful strategy on how to deploy this planning concept both in bull and bear markets. Join us as we review this strategy--- 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
2020-09-1323 min
Jeff Roediger -- Replacing Wall Street With Main StreetLarry Spoth - Chapter Three -- Retirement RiskJoin Larry Spoth and Jeff Roediger as we discuss how to balance your retirement income. Balance means maintaining growth and minimizing risk. Larry has a successful strategy on how to deploy this planning concept both in bull and bear markets. Join us as we review this strategy.
2020-09-1322 min
Jeff Roediger - Replacing Wall Street With Main StreetElizabeth Inman -- Chapter Five -- Tax StrategyJoin Elizabeth Inman and Jeff Roediger as we discuss how to minimize your retirement income taxes. Elizabeth discusses important tax reduction strategies as they pertain to the following retirement income options:1. FERS/CSRS Pension Income2. TSP Traditional and Roth Distribution Options3. Social Security Income Options and more....--- 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
2020-09-1321 min
Jeff Roediger -- Replacing Wall Street With Main StreetElizabeth Inman -- Chapter Five -- Tax StrategyJoin Elizabeth Inman and Jeff Roediger as we discuss how to minimize your retirement income taxes. Elizabeth discusses important tax reduction strategies as they pertain to the following retirement income options:1. FERS/CSRS Pension Income2. TSP Traditional and Roth Distribution Options3. Social Security Income Options and more....
2020-09-1320 min
Jeff Roediger - Replacing Wall Street With Main StreetKathleen Sanford - Chapter Three - TSP (Thrift Savings Plan)Join Kathleen and I as we discuss the details of your TSP Retirement. Remember it is The Thrift "Savings" Plan. 1. Roth vs Traditional Contributions 2. Rollover and Transfer Pros and Cons 3. Withdrawal Options at Retirement and more...--- 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
2020-09-0927 min
Jeff Roediger - Replacing Wall Street With Main StreetBill Crozier - Financial Adviser Serving Ohio Public Employees and EducatorsJoin Financial Adviser Bill Crozier and Co-Host Jeff Roediger as we discuss the challenges Public Employees in Ohio have when planning for their retirement. -OPERS/STRS-457 and 403b Planning-Social SecurityWe look forward to serving you.--- 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
2020-09-0910 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter Eight -- Survivor Retirement BenefitsDominick and I Discuss this overlooked Benefit and how it could be very costly in retirement. What are your options?How is it calculated?What are the costly mistakes?--- 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
2020-09-0815 min
Jeff Roediger - Replacing Wall Street With Main StreetMark Fricks - Introduction of the Audio Book "Federal Employees - The Retirement Road Less TraveledFederal Employees - The Retirement Road Less Traveled with Financial Adviser and Federal Employee Advocate Mark Fricks. Mark Shares the mission behind the 2nd edition of The Book "The Road Less Traveled" This is a Financial Roadmap for Federal Employees seeking a secure 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
2020-09-0814 min
Jeff Roediger - Replacing Wall Street With Main StreetElizabeth Inman Chapter Four - Retirement Income StrategyJoin Elizabeth Inman and Jeff Roediger as we discuss The Importance of Having a Retirement Income Strategy.--- 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
2020-08-3128 min
Jeff Roediger -- Replacing Wall Street With Main StreetElizabeth Inman Chapter Four - Retirement Income StrategyJoin Elizabeth Inman and Jeff Roediger as we discuss The Importance of Having a Retirement Income Strategy.
2020-08-3127 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter Five - Important Social Security Retirement Educational SessionJoin Dominick Caiati and Jeff Roediger as we discuss what you need to know about your Social Security Benefits before you retire. - How to Avoid Identity Theft- Reviewing the accuracy of your Income Credits- How Does Your Social Security Benefit Impact Your Pension Income- What is the best age to take your Social Security Benefits--- 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
2020-08-1814 min
Jeff Roediger -- Replacing Wall Street With Main StreetDominick Caiati - Chapter Five - Important Social Security Retirement Educational SessionJoin Dominick Caiati and Jeff Roediger as we discuss what you need to know about your Social Security Benefits before you retire. - How to Avoid Identity Theft- Reviewing the accuracy of your Income Credits- How Does Your Social Security Benefit Impact Your Pension Income- What is the best age to take your Social Security Benefits
2020-08-1813 min
Jeff Roediger -- Replacing Wall Street With Main StreetJay Steinbock - Financial Adviser Serving Public Employees and EducatorsJoin Jay Steinbock and Jeff Roediger as we discuss the importance of having a financial advocate who understands your unique pensions and retirement benefits
2020-08-1606 min
Jeff Roediger - Replacing Wall Street With Main StreetJoseph Tarpley - Introduction - Financial Adviser and Former Law Enforcement OffersJoin Joseph Tarpley and Jeff Roediger as we discuss The Important Financial Planning and Retirement Decisions Law Enforcement Officers need to focus on during and after their careers--- 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
2020-08-1610 min
Jeff Roediger -- Replacing Wall Street With Main StreetJoseph Tarpley - Introduction - Financial Adviser and Former Law Enforcement OffersJoin Joseph Tarpley and Jeff Roediger as we discuss The Important Financial Planning and Retirement Decisions Law Enforcement Officers need to focus on during and after their careers.
2020-08-1609 min