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308 episodes with federal benefits
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Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retirement eligibility, TSP rules, survivor benefits, and insurance decisions, and how advisors can better serve this specialized market. She also discusses how financial professionals can build credibility by leading with service, understanding federal benefit language, and helping employees make more informed retirement planning decisions. Key Takeaways: → Federal benefits involve unique rules around pensions, survivor benefits, TSP withdrawals, military service credits, and retirement eligibility that many advisors overlook. → Missing prior service history, part-time service adjustments, or military deposits can significantly impact projected retirement income. → Federal employees are highly sensitive to transactional sales approaches and respond better to advisors who lead with education and genuine support. → Recent workforce restructuring, early retirement programs, and shifting government policies have created confusion around retirement timing and financial readiness. → Familiarity with federal systems, terminology, and planning structures helps advisors establish credibility and improve client confidence. Cassie Graves founded Fed Options Consultants and Information Services, LLC to provide high-level back-office federal benefits support for seasoned financial professionals serving federal employees. As the spouse of a federal employee, and with many family and friends in federal service, she saw firsthand how often benefits are misunderstood, especially approaching retirement. That insight became her mission: help employees understand the real consequences of their benefit choices. Connect With Cassie: Facebook: https://www.facebook.com/fedoptions LinkedIn (Company): https://www.linkedin.com/company/fed-options/ LinkedIn (Personal): https://www.linkedin.com/in/cassie-graves-623ba5132/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.orgInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.orgInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth
Over the last several weeks, lawmakers have been examining several bills that would affect federal employees in different ways. The House Oversight and Government Reform Committee, in particular, recently advanced legislation that may bring changes to federal benefits and hiring practices. Joining me with a review of these bills is Federal News Network's Drew Friedman.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Many federal employees assume they’ll “figure it out later” when it comes to retirement—but later often comes with costly surprises. Val explores a 10-part series of the Top 10 retirement mistakes made by federal employees, and in part one he tackles one of the most common and avoidable errors: not attending a retirement meeting or seminar focused on federal benefits. Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. --- Listen to Previous Episodes: https://federalretirementshow.com/podcasts/ Subscribe to the show’s YouTube channel: www.youtube.com/@americanbenefitsexchange --- Connect with Val: Phone --- (512) 582-6050 Email --- vmajewski@thinkabx.com American Benefits Exchange --- thinkabx.com Federal Retirement Show --- federalretirementshow.com/podcasts LinkedIn --- https://www.linkedin.com/company/american-benefits-exchange/ --- About American Benefits Exchange: American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets. American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization. See omnystudio.com/listener for privacy information.
Customer satisfaction with benefits and services provided by the federal government is higher than it's been in nearly two decades. That's despite a tumultuous year where agencies have seen a major downsizing of the federal workforce. Scores are higher on average, but the latest scorecard from the American Customer Satisfaction Index does show a few agencies are seeing lower scores. The Office of Personnel Management and the Department of Homeland Security are among the agencies with lower customer experience scores. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
https://fb.nativepath.com/rd/r.php?sid=1947&pub=240725&c1=pasreportcoll070125&c2=&c3=bannersIn this episode of The P.A.S. Report Podcast, Professor Nicholas Giordano takes aim at the absurdity of the so-called “No Kings” protest, where activists chant about tyranny while embracing a government that controls nearly every aspect of life. Professor Giordano then breaks down the government shutdown and exposes how Democrats' refusal to support a clean funding resolution is driven by their obsession with power and the big government apparatus. Senate Minority Leader Chuck Schumer and the far left are holding the country hostage to protect the failed Obamacare system and keep COVID-era subsidies that have fueled premium spikes, eliminated competition, and increased dependency. He explains how Obamacare is one of the most costly policy failures in American history, and how big government continues to punish working Americans while rewarding bureaucrats and special interests. Episode Highlights: The hypocrisy of the No Kings protests as activists rail against tyranny while demanding more government control over every part of American life. Democrats are blocking a clean funding resolution to protect Obamacare subsidies and weaponize the shutdown for political leverage as the Schumer Shutdown continues. The Obamacare Collapse, premiums are skyrocketing, illegal immigrants exploit loopholes, and the only thing keeping the system alive is endless taxpayer money.
In episode 149 of the Federal Retirement Show, Val takes a deep dive into one of the most critical yet often misunderstood aspects of federal employment — Disability Insurance. Whether you're just starting your federal career or nearing retirement, understanding how disability benefits work can be vital for protecting your income and planning for the unexpected. Don’t miss this episode if you’re looking to secure your financial future as a federal employee. Make sure to subscribe to The Federal Retirement Show for more episodes and leave us a review! Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. --- Listen to Previous Episodes: https://federalretirementshow.com/podcasts/ Subscribe to the show’s YouTube channel:www.youtube.com/@americanbenefitsexchange --- Connect with Val:Phone --- (512) 582-6050Email --- vmajewski@thinkabx.comAmerican Benefits Exchange --- thinkabx.comFederal Retirement Show --- federalretirementshow.com/podcastsLinkedIn --- https://www.linkedin.com/company/american-benefits-exchange/ --- About American Benefits Exchange: American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets. American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.See omnystudio.com/listener for privacy information.
Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.
Federal salaries don't always tell the whole story. In this episode, John and Tommy take a closer look at the true value of federal employment, highlighting how benefits like pensions, FEHB health coverage, TSP matching, and survivor options stack up against the private sector. You'll learn why it could take a 30-50% higher salary elsewhere to match the federal total compensation package, and why those numbers matter when making career decisions. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn: LinkedIn John Mason: LinkedIn The Federal Employees Health Benefits (FEHB) Program Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake FERS Go Bag
The House narrowly passed its budget reconciliation bill early Thursday morning. In the process, lawmakers removed one of several provisions impacting federal retirement benefits, still several other proposals to cut benefits for feds remain in the bill as it now heads to the Senate. Here with more details is Federal News Network's Drew Friedman.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
As Congress works to move their reconciliation bill forward, reductions to federal benefits may be inevitable. Here with more details on what might be included, National Active and Retired Federal Employees Association vice president for policy and programs, John Hatton.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Federal employee benefits could be on the chopping block as GOP lawmakers move forward with their budget reconciliation bill, Republicans are considering everything from cutting annuity supplements to charging a filing fee to file a case with the Merit Systems Protection Board. This all comes as federal employees are weighing their options for taking an early retirement or a deferred resignation. Here to help answer some common questions about the benefits proposals federal news networks Drew Friedman.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Discover how to maximize your federal pension like a pro with expert insights from Benchmark Financial Group
The House Oversight and Government Reform Committee is considering a ways to cut federal benefits and save tens of billions of dollars over the years. Certified financial planner Thiago Glieger joins me with what he's concerned about. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The House Oversight and Government Reform Committee is considering a ways to cut federal benefits and save tens of billions of dollars over the years. Certified financial planner Thiago Glieger joins me with what he's concerned about. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Attention all Federal Employees: This is an urgent warning for you if you are considering participating in the new Deferred Resignation offer from President Trump. The deadline for this program is less than 48 hours away. Do you know if you have qualified for lifetime pension? How will this option affect your Federal Benefits? If you do not know, then you risk losing a lifetime of retirement benefits. Call us before you sign and get the information to make a good decision for yourself and your family! (918)396-5171
Our host, Mike Stull, talks with Employers Health's Senior Vice President, Regulatory Compliance and External Affairs Madison Connor as she covers the latest state and federal employee benefits and PBM legislation under the new presidential administration. Together, they'll cover proposed bills affecting anti-steering legislation including mail vs. retail, preferred pharmacy networks and more. They'll discuss how Rutledge vs. PCMA affects state pharmacy reimbursement laws, ERISA preemption and more. Finally, hear how the rule-making process under a new president could affect your benefit plans.
Trump is set to begin his second term and many questions have been raised regarding the potential impacts of the new Department of Government Efficiency. In this episode, Ryan Herbert explores the anxieties federal employees face amid looming government layoffs and the importance of understanding their benefits. With insights into the complexities of federal pensions, retirement planning, and the potential cuts proposed by Elon Musk and Vivek Ramaswamy, we navigate the turbulent waters of governmental changes. He discusses real-life scenarios of federal employees making crucial decisions about their retirement and highlights the steps they need to take to safeguard their future. Want to begin building your retirement plan? Schedule a call with us here:
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.Thousands of individuals and small business owners have benefited from Mario's knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning
Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.
Federal health and retirement benefits have a major recruitment and retention influence on federal employees, and those benefits are especially important to millennial and Generation Z federal employees. That's according to the results of a recent survey from the Office of Personnel Management. Federal News Network's Drew Friedman joins me with the details. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Federal health and retirement benefits have a major recruitment and retention influence on federal employees, and those benefits are especially important to millennial and Generation Z federal employees. That's according to the results of a recent survey from the Office of Personnel Management. Federal News Network's Drew Friedman joins me with the details. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's taken a generation, but now federal benefits have become available for first responders harmed during the aftermath of the 9/11 attacks. The money was authorized in last year's National Defense Authorization bill. Federal News Network's Drew Friedman joins me as we get details now from attorney Michael Barasch of the law firm Barasch and McGarry. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's taken a generation, but now federal benefits have become available for first responders harmed during the aftermath of the 9/11 attacks. The money was authorized in last year's National Defense Authorization bill. Federal News Network's Drew Friedman joins me as we get details now from attorney Michael Barasch of the law firm Barasch and McGarry. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Send us a textThere's $140 billion in unclaimed federal benefits and assistance for households in need.That's a mountain of money.Why is it unclaimed? Sometimes it's because folks just don't know it exists. Often it's because the process of applying for it can be daunting - especially for the people who need it most.Enter Starlight, a New York based startup helmed by Catherine Xu and Shreenath Regunathan, both tech geeks.Starlight's aim is to catalog the available monies, make a database that's easy to search and create tools to make it easy to apply for monies.What's in it for credit unions? Think about it. Help a member find monies that will let that member live better and move up the economic ladder and at least two things happen: the member will have strengthened loyalty to the credit union that assisted and that member also may qualify for more credit union products, maybe a car loan or a credit card.How cool is that?Four credit unions already are signed up, more are in the queue and TruStage (nee CUNA Mutual) is an investor.This conversation started back at the CU 2.0 live event in Phoenix that co founder Cat Hu attended and it had to become a podcast because it blends geekiness with doing social good. Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com And like this podcast on whatever service you use to stream it. That matters. Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto
Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America's best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and leading within his local community.Learn More: https://www.myinsuranceprofessional.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros
Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America's best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and leading within his local community.Learn More: https://www.myinsuranceprofessional.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros
In this episode, Rich sits down with Jane Babcock, a seasoned veterans benefits educator, to delve into the ongoing repercussions of the Camp Lejeune water contamination crisis. Jane provides an in-depth look at the toxic substances that infiltrated the water supply at the military base, affecting thousands of veterans and their families.Listeners will gain insight into the various health issues linked to the contamination, the importance of filing claims, and the vital role of Veterans Service Officers (VSOs) in navigating the VA benefits system. Jane also highlights the significance of statistical data in advocating for broader recognition of service-related health issues and shares practical advice for veterans seeking support.This episode is a must-listen for anyone impacted by the CampLejeune water crisis or interested in veterans' health and rights. Join us aswe uncover the long-term effects of this environmental disaster and explore thefight for justice and healthcare for those who served.Here are links for you to bookmark, save, follow, memorize, write down, and share with others:Federal Benefits for Veterans, Dependents and Survivors - Office of Public and Intergovernmental Affairs (va.gov)Benefit Brochures - Veterans Benefits Administration (va.gov)Military Toxic Exposure Guide – BurnPits360Go to Dive Into Our Splashy New Giveaway Sponsored by Tar Heel Construction Group! (conversationswithrichbennett.com) EMILY ANNE PHOTOGRAPHY – "everyday is a day worth capturing all of life's precious moments, one photo at a time." (emilyadolph.com)Freedom Federal Credit UnionHELPING YOU REACH YOUR FINANCIAL DREAMSDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the Show.Follow the Conversations with Rich Bennett podcast on Social Media:Facebook – Conversations with Rich Bennett & Harford County LivingFacebook Group (Join the conversation) – Conversations with Rich Bennett podcast group | FacebookTwitter – Conversations with Rich Bennett & Harford County LivingInstagram – Harford County LivingTikTok – CWRB (@conversationsrichbennett) | TikTok Sponsors, Affiliates, and ways we pay the bills:Recorded at the Freedom Federal Credit Union StudiosHosted on BuzzsproutRocketbookSquadCast Contests & Giveaways Subscribe by Email ...
A new report blasts California for continuing to take federal benefits away from foster children, to help balance the state budget. The nationwide study gives California and 43 other states a grade of F, for diverting funds to foster care agencies, without ever even telling kids that the money is rightfully theirs. This has been a practice for many years, but in recent years there's been a movement to ban it, which Arizona has done, and there's federal legislation in the works. California applies for Social Security disability and survivor benefits in the names of foster children, then collects the money and uses it to fund state agencies that provide foster care. But that money is supposed to go to the kids themselves. A bill to end this practice passed unanimously in the state legislature last year, but Governor Newsom vetoed it, saying it would blow a hole in the state budget, and that if lawmakers want to pass a bill that affects the budget, it has to be part of the budget-writing process. For more, KCBS Political Reporter Doug Sovern, along with KCBS Radio's news anchors Brett Berkhart and Patti Reising, spoke with Jessica Heldman, the Fellmeth-Peterson Associate Professor in Child Rights, at the Children's Advocacy Institute at the University of San Diego School of Law, the organization that has produced this new study, which is called “Foster Care, or Foster Con?”
This podcast was originally a YouTube video, you can watch that video here: Video Link: https://youtu.be/CC-o26wYWbwBlog Link: https://medium.com/@CDFinancial/the-gap-federal-benefits-to-written-retirement-income-plan-6612ff66b7c4Remember, retirement is a new chapter in your life, and it's up to you to write its story. Follow our Medium Blog and schedule a consultation with Charles to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llcVisit our Website https://cdfinancial.org/Subscribe and Stay Updated:Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial:Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dza...#RetirementPlanning #TSP #401K #FinancialAdvice #InvestmentStrategySupport the show
One of the things that you want to consider is that, as a federal employee, you have this thing called a pension. You don't need to work longer; you just need a better plan. Schedule a consultation with Charles to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callThis podcast was originally a YouTube video, you can watch that video here: https://youtu.be/MVvGsxsg0hYDiscover the importance of considering the federal employee pension and other benefits, which provide a monthly payment separate from TSP. Assess the true value of federal benefits against potentially higher salaries in the private industry.0:001 Introduction: Considering a Career Change0:51 Understanding the Federal Employee Pension1:49 The Value of Federal Employee Benefits3:07 The Perks of Annual Leave and Paid Holidays5:56 The Importance of Health Insurance7:32 Understanding the Thrift Savings Plan (TSP)9:31 Weighing the Pros and Cons of a Job Change11:28 Considering Quality of Life and Future Opportunities12:27 Understanding Cost of Living Adjustments and Pay Increases13:42 Conclusion: Making an Informed Decision--------------------Remember, retirement is a new chapter in your life, and it's up to you to write its story. Follow our Medium Blog and schedule a consultation with Charles to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llcVisit our Website https://cdfinancial.org/Subscribe and Stay Updated:Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial:Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dza...#RetirementPlanning #TSP #401K #FinancialAdvice #InvestmentStrategySupport the show
January 8, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. Topics include: Income COLA for FERS and CSRS retirees Salary pay raises & new locality rates Social Security Maximum amount of earnings subject to Social Security tax COLA Earning limitations FEHB Insurances Increased premiums 12 fewer plans Medicare Rising premiums for Medicare Expansion of mental health coverage Federal Long-Term Care Insurance Program Increasing premiums Thrift Savings Plan (TSP) Contribution limits Secure 2.0 changes For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
December 18, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. Bob will talk about: The annuity calculation FEGLI 5-year rule Medicare's different enrollment periods Long term care – What to consider while the Federal plan is suspended For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
August 21, 2023 on ForYourBenefit, host Bob Leins, CPA® and cohost Ray Kirk, Ph.D., welcome Phil Gardner, Federal Benefits Specialist. Today's guest will talk about the cost of benefits for both the employee and the agency. He will discuss the value to the employee, the agency, and the Federal government. We will look through the lens of: Early career employees; Mid-career employees; and, Employees planning to retire. How much can a new/early career employee expect to pay for benefits? How does this differ for a mid-career employee? What about the retiring employee? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com Copyright © 2023 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.
Welcome to Work Comp Talk Podcast, where we educate the injured workers in CA in their rights and dive into the intricacies of the workers' compensation system. Hosts Carmen and Bilal Kassem, break down the nuances of workers' comp, state-specific programs, and federal benefits, including SSI and SDI, Medical and Medicare. Learn about the intricacies of filing claims, eligibility criteria, potential overlaps, and how to ensure you receive the compensation you deserve. By shedding light on this often confusing realm, we aim to empower our listeners with the knowledge needed to navigate the system effectively. Join us on this educational journey as we explore the overlap of workers' comp, state programs, and federal benefits. Tune in to our podcast and unlock the key to maximizing your benefits today!
January 9, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Herb Casey, Federal Benefits Specialist, to provide information on benefit changes for 2023. Largest Federal retiree COLA in nearly four decades Social Security: COLA, wage base increase, maximum benefit, earnings limitation FEHB and expansion of FEHB coverage in 2023 Medicare changes for 2023 For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Secretary of the VA on PACT Act, improving VA services Secretary of Veterans Affairs Denis McDonough discusses the implementation of the Promise to Address Comprehensive Toxics (PACT) Act and other improvements to VA health services.What's new with federal benefits in 2023Kevin Moss, director of marketing at Checkbook Health, discusses the upcoming changes to federal employees' benefitsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
3 SCOTUS Upholds Government's Power to Deny Puerto Ricans Federal Benefits The Supreme Court on Thursday rejected a bid to extend a federal program offering benefits to residents of Puerto Rico, finding that Congress had the authority to deny that assistance. Vec discusses administrative programs and American territories in U.S. v. Madero. 4 Professor Philip Hamburger on Purchasing Submission Mark interviews Professor Hamburger on his new book, Purchasing Submission: Conditions, Power, and Freedom. See omnystudio.com/listener for privacy information.
Dr. Champion examines a recent US Supreme Court decision in which the Court held Puerto Ricans can be denied benefits that are available to residents of the 50 states. Plaintiff's counsel says the decision is race-based. What factors are really at play? How does this seemingly mundane case inform us of startling legal and historical [...]
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