Shows
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 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 ? 2020-11-0816 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/support2020-10-1413 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 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/support2020-09-2110 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 Unknown2020-09-2109 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/support2020-09-0815 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?2020-09-0814 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/support2020-08-1814 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 Benefits2020-08-1813 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter Four Qualified Plan (TSP/403b/401K) Mistakes Nurses Make Before Retiringoin Dominick Caiati and Jeff Roediger as we discuss this important topic. In This Chapter we Cover: Is it better to move Retirement Funds to an IRA or Leave them in the Account? What is the best way to minimize Taxes on Distributions? Should you choose the Roth or Traditional Accounts? This 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/support2020-08-0312 min
Jeff Roediger -- Replacing Wall Street With Main StreetDominick Caiati - Chapter Four -- Financial Adviser and an Advocate For Nurses NationwideIn This Chapter we Cover:Is it better to move Retirement Funds to an IRA or Leave them in the Account?What is the best way to minimize Taxes on Distributions?Should you choose the Roth or Traditional Accounts?This and more...2020-08-0311 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Chapter Three -- Five Biggest Retirement Planning Mistakes Nurses Make ...Join Dominick Caiati and Jeff Roediger as they discuss the Biggest Financial Planning Mistakes Nurses make before retirement and How to Avoid Them!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support2020-07-2512 min
Jeff Roediger -- Replacing Wall Street With Main StreetDominick Caiati - Chapter Three -- Five Biggest Retirement Planning Mistakes Nurses Make ...Join Dominick Caiati and Jeff Roediger as they discuss the Biggest Financial Planning Mistakes Nurses make before retirement and How to Avoid Them!2020-07-2511 min
Jeff Roediger - Replacing Wall Street With Main StreetCaiati Chapter Two - Case Study Solution - Nurse Enjoying a Safe Retirement Because of Good PlanningJoin Dominick Caiati and I as we continue our discussion of one of his nursing clients who is now enjoying a secure retirement because of the good planning decisions made prior to her retirement date.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support2020-07-1616 min
Jeff Roediger -- Replacing Wall Street With Main StreetCaiati Chapter Two - Case Study Solution - Nurse Enjoying a Safe Retirement Because of Good PlanningJoin Dominick Caiati and I as we continue our discussion of one of his nursing clients who is now enjoying a secure retirement because of the good planning decisions made prior to her retirement date.2020-07-1515 min
Jeff Roediger - Replacing Wall Street With Main StreetCaiati Chapter One - A Case Study of a Nurse Approaching Retirement and The Potential Pitfalls.Join Dominick Caiati and I as we discuss one his nursing clients who had accumulated a $ 1 Million in her retirement account and was still at risk of running out of money in retirement if there was a downturn in the market. Well guess what? We are in a recession. How did she avoid this 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/support2020-06-2716 min
Jeff Roediger -- Replacing Wall Street With Main StreetCaiati Chapter One - A Case Study of a Nurse Approaching Retirement and The Potential Pitfalls.Join Dominick Caiati and I as we discuss one his nursing clients who had accumulated a $ 1 Million in her retirement account and was still at risk of running out of money in retirement if there was a downturn in the market. Well guess what? We are in a recession. How did she avoid this retirement income risk?2020-06-2716 min
Jeff Roediger - Replacing Wall Street With Main StreetDominick Caiati - Financial Adviser and an Advocate For Nurses NationwideJoin Us as Dominick and I discuss the unique Financial Planning and Retirement Challenges facing the Nursing Community in the year 2020.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/jeff-roediger/support2020-06-1309 min
Jeff Roediger -- Replacing Wall Street With Main StreetDominick Caiati - Financial Adviser and an Advocate For Nurses NationwideJoin Us as Dominick and I discuss the unique Financial Planning and Retirement Challenges facing the Nursing Community in the year 2020.2020-06-1308 min
Jeff Roediger - Replacing Wall Street With Main StreetIs Your TSP Setup To Minimize a Major Market Correction? Do You Understand The Withdrawal Changes?Join Retirement Expert Dominick Caiati and Jeff Roediger as they discuss How to minimize losses and the changes that could impact your TSP at Retirement. - Should You Contribute To The Roth?- Should You Consider an IRA?- How Do The Recent Changes Impact You? You can find more information on your Federal Benefits at our educational site Fed Checklist. Also, Catch other episodes on our affiliated Podcast Channels. --- Support this podcast: https://anchor.fm/jeff-roediger/support2019-12-1316 min