The Federal Retirement Podcast

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Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for Federal Employees approaching retirement. It is hosted by David Raetz and Gary Raetz of Benchmark Financial Group, LLC located in Overland Park,

Benchmark Financial Group, LLC


    • May 1, 2025 LATEST EPISODE
    • infrequent NEW EPISODES
    • 28m AVG DURATION
    • 27 EPISODES


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    Latest episodes from The Federal Retirement Podcast

    Retirement Decisions: To Stay or To Walk Away?

    Play Episode Listen Later May 1, 2025 28:04


    Unlock the secrets to maximizing your federal pension and retirement income with Benchmark Financial Group. In this comprehensive webinar, we dive into essential strategies for federal employees, exploring your FERS pension, TSP, Social Security, and how to align these benefits for a secure future. Learn about critical retirement milestones, cost-of-living adjustments, survivor benefits, and how to navigate early retirement options. Gain clarity on making informed decisions to achieve financial independence.Benchmark Financial Group offers expertise in federal retirement planning. Our customized analysis helps you create a financial strategy tailored to your unique goals, ensuring a smooth transition into retirement.Whether you're weighing the pros and cons of early retirement, looking to optimize your income streams, or planning for long-term financial security, this video is your guide. Ready to take control of your federal benefits and secure your financial future? Contact Benchmark Financial Group today for personalized assistance and start your journey toward retirement confidence.#tsp #socialsecurity #navigatingretirement #annuity #financialeducation————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: ⁠⁠⁠⁠⁠https://bfgkc.com/⁠⁠⁠⁠⁠LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠⁠#160⁠⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.comSecurities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Maximizing Your Federal Benefits with a Fed-Focused Advisor

    Play Episode Listen Later Apr 1, 2025 17:33


    Discover how to maximize your federal pension like a pro with expert insights from Benchmark Financial Group

    Race to Retirement: OPM, Show Me the Money!

    Play Episode Listen Later Jan 5, 2025 24:22


    Maximize your federal retirement with expert tips for a smooth exit. Learn about the OPM retirement process, timelines for pension payments, and how to navigate the transition from federal employee to retiree. This video covers essential information on: - The timeline for receiving your first retirement check - Understanding interim pension payments - Dealing with the Office of Personnel Management (OPM) - Important documents and identification numbers for retirees - Managing health insurance, TSP, and other benefits in retirement Benchmark Financial Group's David Raetz, ChFEBC℠, shares valuable insights to help federal employees prepare for a successful retirement. With years of experience in federal benefits and retirement planning, our team offers customized analysis and strategies to maximize your financial independence. Don't leave your federal retirement to chance. Whether you're approaching your Minimum Retirement Age (MRA) or considering early retirement options, this video provides crucial information to help you make informed decisions. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠⁠⁠⁠https://bfgkc.com/⁠⁠⁠⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠#160⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Race To Retirement Starts Now!

    Play Episode Listen Later Dec 2, 2024 25:11


    Benchmark Financial Group discusses the race to retirement and helps you get to know your benefits, determine what documents you need to get the process started and additional variables to consider. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠⁠⁠https://bfgkc.com/⁠⁠⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠⁠⁠#160⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠https://bfgkc.com⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Benchmark's Value to Your Family

    Play Episode Listen Later Nov 11, 2024 18:50


    Benchmark Financial Group discusses the consideration of FERS retirement life events that may impact your decisions, such as divorce and legacy planning. They all talk about ongoing account management as you go through your retirement years. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠⁠https://bfgkc.com/⁠⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠⁠#160⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠https://bfgkc.com⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    The Unique Power of Your Federal Pension

    Play Episode Listen Later Oct 1, 2024 23:11


    Benchmark Financial Group discusses how your federal pension plays a key role in your retirement income planning. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠https://bfgkc.com/⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠#160⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠https://bfgkc.com⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Perils of Dying Without A Will

    Play Episode Listen Later Aug 12, 2024 37:17


    Benchmark Financial Group and Linda Marshall discuss what dying intestate means, what assets are affected by intestate succession laws, why a will is important, what happens when there is no valid will, and more. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at   / benchmark-financial-group-llc   or Facebook at   / benchmarkfinancialgroupllc   Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Generating Income From TSP

    Play Episode Listen Later Jul 1, 2024 24:10


    Learn more about the types of distribution options from TSP, the difference between traditional and Roth TSP options, and the types of TSP funds to invest in. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠https://bfgkc.com/⁠ LinkedIn at ⁠https://www.linkedin.com/company/benchmark-financial-group-llc/⁠ or Facebook at ⁠https://www.facebook.com/BenchmarkFinancialGroupLLC⁠ Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠https://bfgkc.com⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Retirement Countdown: Timing is Everything!

    Play Episode Listen Later Jun 10, 2024 36:14


    Learn more about the timing of the retirement process, the forms you will need to familiarize yourself with, and the key milestones within the process to be aware of. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    How much will my FERS benefits pay me in retirement?

    Play Episode Listen Later May 17, 2024 31:41


    Identify all the income sources that will make up your income as a retiree. Benchmark helps you analyze the numbers and determine what deductions go away in retirement and will help you craft a plan to meet your financial goals. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Benchmark's Value to You...The Retiree

    Play Episode Listen Later Apr 3, 2024 33:57


    Learn how Benchmark can help guide you throughout the entire retirement process from gathering the correct documents to building out a plan to meet your financial goals. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Getting Your Ducks in a Row for Retirement

    Play Episode Listen Later Mar 4, 2024 35:04


    Understand and get to know the main pillars of income in retirement, as well as how your financial income changes and compares to working full-time versus retirement.  ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Retirement Choices and Decisions

    Play Episode Listen Later Jan 2, 2024 31:47


    Learn how to navigate the different pillars of income in retirement, including pension, TSP, and Social Security. Understand your FEGLI options, and view income comparisons while employed vs. in retirement. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    The Benefits of Working With Benchmark Financial Group

    Play Episode Listen Later Dec 11, 2023 33:25


    Learn about the value of working with an advisor in retirement, how to check information for brokerage firms and investment professionals, and working with advisors with specialized knowledge in the federal employee benefits system. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Can I retire now? Show me how!

    Play Episode Listen Later Nov 1, 2023 50:49


    Learn how to navigate the different pillars of income in retirement, including pension, TSP, and Social Security. Understand your FEGLI options, and view income comparisons while employed vs. in retirement. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    The Retirement Experience

    Play Episode Listen Later Oct 4, 2023 32:13


    This episode of The Federal Retirement Podcast discusses the retirement experience with guest Jay Gaumer. They discuss the steps throughout the process and how to get started if you are ready to retire. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    How Do I Pick a Date to Retire?

    Play Episode Listen Later Aug 28, 2023 42:16


    This episode of The Federal Retirement Podcast discusses the factors to consider when picking a date for retirement, including the difference between FERS and CSRS retirement, how to maximize your benefits, and how your age plays a role. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Legacy and Advanced Planning

    Play Episode Listen Later Aug 1, 2023 39:28


    This episode of The Federal Retirement Podcast discusses who needs to consider a will, the difference between a will and a trust, and other documents to consider regarding advanced planning. This episode features guest Linda Marshall of Marshall Law, LLC. If you would like to schedule an appointment to discuss your estate planning needs, you may contact Linda Marshall directly at 913-951-8395 or MarshallLaw.Linda@outlook.com. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Challenges of Federal Paperwork

    Play Episode Listen Later Jul 1, 2023 22:48


    This episode of The Federal Retirement Podcast discusses which forms are needed to get the retirement process started, what each document is for, and how to get the retirement process started. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Retirement...Do You Have Questions?

    Play Episode Listen Later May 25, 2023 30:31


    This episode of The Federal Retirement Podcast discusses common questions federal employees have as they approach retirement. David and Gary Raetz will also discuss how to get the retirement process started. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Do I Have Enough Money To Retire?

    Play Episode Listen Later Apr 25, 2023 20:29


    This episode of The Federal Retirement Podcast discusses have to know if you have enough money to retire. David and Gary Raetz will also discuss how to analyze your monthly income while working and how it will compare to your income once you retire. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Why Do You Need A Fed Focused Advisor?

    Play Episode Listen Later Mar 27, 2023 25:56


    This episode of The Federal Retirement Podcast discusses the reasons why you need a Fed Focused Advisor if you are a Federal employee. David and Gary Raetz will also discuss how the process works to get started with a Fed-Focused Advisor and where to find one. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    How To Retire in a Bear Market

    Play Episode Listen Later Jul 26, 2022 21:56


    This episode of The Federal Retirement Podcast discusses how to retire in a bear market. David and Gary Raetz will discuss tips to consider if retirement is on the horizon for you. They'll also discuss what steps you can take to get started on the retirement process. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    Retirement: Should You Stay or Should You Go?

    Play Episode Listen Later Jun 21, 2022 19:19


    This episode of The Federal Retirement Podcast discusses retirement and if you should stay or if it's the right time to go. David and Gary Raetz will discuss considerations that may affect your decision such as the economy and how your retirement income sources are affected. They'll also discuss what steps you can take to get started on the retirement process. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or on Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

    What Matters to You in Retirement: Considering Interest Rates and I Bonds

    Play Episode Listen Later Jun 1, 2022 19:10


    This episode of The Federal Retirement Podcast discusses what to consider when investing in I Bonds and how interest rates can potentially affect your retirement. David and Gary Raetz will discuss things you should be aware of in these market conditions, how to devise a strategic plan, and what steps you can take to get started on the retirement process. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com. Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

    Should you postpone retirement in a volatile market?

    Play Episode Listen Later Apr 22, 2022 15:30


    This episode of The Federal Retirement Podcast discusses whether or not you should postpone retirement in a volatile market. David and Gary Raetz will discuss things you should be aware of in market downturns, how to devise a strategic plan, and what steps you can take to get started on the retirement process. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com. Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

    Financial Health in Retirement

    Play Episode Listen Later Mar 23, 2022 17:22


    This episode of The Federal Retirement Podcast discusses Financial Health in Retirement. If you are wanting to know if you have enough money to retire, if you should be debt-free before you retire, or how health insurance factors into the equation, David and Gary Raetz will discuss these topics and more. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com. Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

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