Shows
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 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 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 Contributions2. Rollover and Transfer Pros and Cons3. Withdrawal Options at Retirement and more...
2020-09-0926 min
Jeff Roediger - Replacing Wall Street With Main StreetKathleen Sanford Chapter Two - What is The Special Retirement Supplement? Are you Eligible?Join Kathleen Sanford and Jeff Roediger as we educate Federal Employees on the Special Retirement Supplement. Who is eligible?How is it Calculate? Why is it important to Understand this Retirement Provision?--- 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
2020-07-2625 min
Jeff Roediger -- Replacing Wall Street With Main StreetKathleen Sanford Chapter Two - What is The Special Retirement Supplement? Are you Eligible?Join Kathleen Sanford and Jeff Roediger as we educate Federal Employees on the Special Retirement Supplement. Who is eligible?How is it Calculate? Why is it important to Understand this Retirement Provision?
2020-07-2624 min
Jeff Roediger - Replacing Wall Street With Main StreetKathleen Sanford Chapter One - Federal Employees / Air Traffic Controllers and The Special ProvisionJoin Kathleen Sanford and I as we discuss the following:- The Difference Between Federal Special Provisions and Regular Employees- What is not Creditable service Under Special Provisions for Air Traffic Controllers- The FERS Special Retirement Supplement - Different Rules for the Thrift Savings Plan (TSP)--- 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
2020-07-1120 min
Jeff Roediger -- Replacing Wall Street With Main StreetKathleen Sanford Chapter One - Federal Employees / Air Traffic Controllers and The Special ProvisionJoin Kathleen Sanford and I as we discuss the following:- The Difference Between Federal Special Provisions and Regular Employees- What is not Creditable service Under Special Provisions for Air Traffic Controllers- The FERS Special Retirement Supplement - Different Rules for the Thrift Savings Plan (TSP)
2020-07-0419 min
Jeff Roediger - Replacing Wall Street With Main StreetKathleen Sanford -- Financial Planner (Fiduciary) Serving FAA Employees and Their Families ... Here is her story..Kathleen's Husband Jim is a retired ATCS. Her goal is to prevent anyone from going through the same mistakes they made when they retired.This is why she became a Financial Advisor and is now a Fiduciary. (which means – She must do what is right for the client and not what benefits her financially)Few people understand everything that is involved with their benefits, how they work and what they provide and mostly what they can lose in their later years thinking they are being provided the best option. This is not always the case....
2020-06-1411 min
Jeff Roediger -- Replacing Wall Street With Main StreetKathleen Sanford -- Financial Planner (Fiduciary) Serving FAA Employees and Their Families ... Here is her story..Kathleen's Husband Jim is a retired ATCS. Her goal is to prevent anyone from going through the same mistakes they made when they retired. This is why she became a Financial Advisor and is now a Fiduciary. (which means – She must do what is right for the client and not what benefits her financially)Few people understand everything that is involved with their benefits, how they work and what they provide and mostly what they can lose in their later years thinking they are being provided the best option. This is not always the case.N...
2020-06-1310 min
Jeff Roediger - Replacing Wall Street With Main StreetFederal Employees -- Do you understand the proposed White House Changes to your retirement benefits?Join Federal Financial Planner Kathleen Sanford and I as we discuss these important proposed changes to your pension and retirement 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
2019-11-0613 min