Jeff Roediger - Replacing Wall Street With Main Street

In this episode, Jeff and Kelly discuss the process for gathering the most pertinent items you'll need for retirement.

Join Kelly and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement.

Join Retired Navy Officer and current Financial Professional Ron Friddle and Co-Host Jeff Roediger as we discuss Holistic Financial Economic Planning designed to help you make good Financial Decisions

Join Financial Adviser Mike McCurdy and Co-Host Jeff Roediger as we introduce our new series focused on Federal Employees and Their Retirement and Planning Needs.

Join Financial Adviser Jay Steinbock and Co Host Jeff Roediger as we discuss how to take income at retirement in your Qualified Plan (403b/401k).    Should you keep it in your Employer Retirement Plan or Transfer it to an IRA?

Ten Questions You Need To Answer 1.  Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months? 2.  Does your Plan (Tier) offer a Pension Alternative (DROP) ?  If so, have you compared it to the Annuity Payout Option? 3.  How Healthy is Your Pension? Will it outlast you?  See Next Section For Details on your Plan. 4.   Is your 403B/4...

Over the course of your lifetime, it is likely that you have acquired a variety of assets. Assets can range from money that you have in a savings account or a 401(k), to a pension or an IRA. You have earned money and have made financial decisions based on the best information you had at the time. When viewed as a whole, however, you might not have an overall strategy for the management of your ass...

Join Elizabeth Inman and Jeff Roediger as we discussed this critical and often overlooked retirement planning topic.

Join Dominick Caiati and Jeff Roediger as we discuss the important decision at retirement concerning keeping your Qualified Retirement at the Government Institution and withdrawing your retirement income from that account or moving it to a Private Financial Institution or Insurance Company to withdrawal the retirement income or annuity.

Join Certified Financial Planner Tom Thalman and I as we discuss "The Myth of The Rich Doctor." We address this Question ---   Doctor, what is the state of your financial health?

“The U.S. has developed a new weapon that destroys people but leaves buildings standing. It’s called the stock market.” ~ Jay Leno The stock market has long been relied upon to grow money. During retirement, growth is an important part of asset management and one solution to the dilemma of running out of money. But with growth comes risk. How much risk depends on the percentage of your investments...

Join Dominick Caiati and Jeff Roediger as we discuss keeping your assets out of court control. - How to avoid or minimize probate (Could hold your assets for over a year) - Coordinating Your Life Insurance, Pension Annuity Survivor Benefits, and TSP/403(b)/401(k) - Prepare Today for Tomorrow's Unknown

Join Larry Spoth and Jeff Roediger as we discuss "The Lost Decade"   How to manage an up and down and period and still have a secure retirement income.  Here is what we discuss: - The History of the Market (Specifically the S&P 500) - How to Navigate your retirement through tough times - Buckets of Money Strategies That Will Reduce Your Retirement Income Risk

Join Bill and I as we discuss why his firm specializes in the farm ranch and equine family businesses helping them make sure they maximize their estate plan and succession planning.

• Just like planning for a vacation or a trip, your retirement plan needs to consider your goals and objectives, or it won’t be a good plan for you. The answers to the question, when should I retire, will be different for everyone, based on your lifestyle and the people in it who are important to you. • There is a difference between a retirement product such as a mutual fund or annuity and a retir...

Join Larry Spoth and Jeff Roediger as we discuss how to balance your retirement income.   Balance means maintaining growth and minimizing risk.     Larry has a successful strategy on how to deploy this planning concept both in bull and bear markets.   Join us as we review this strategy

Join Elizabeth Inman and Jeff Roediger as we discuss how to minimize your retirement income taxes.   Elizabeth discusses important tax reduction strategies as they pertain to the following retirement income options: 1. FERS/CSRS Pension Income 2. TSP Traditional and Roth Distribution Options 3. Social Security Income Options  and more....

Join Kathleen and I as we discuss the details of your TSP Retirement.  Remember it is The Thrift "Savings" Plan.   1. Roth vs Traditional Contributions 2. Rollover and Transfer Pros and Cons 3. Withdrawal Options at Retirement   and more...

Join Financial Adviser Bill Crozier and Co-Host Jeff Roediger as we discuss the challenges Public Employees in Ohio have when planning for their retirement.  -OPERS/STRS -457 and 403b Planning -Social Security We look forward to serving you.

Dominick and I Discuss this overlooked Benefit and how it could be very costly in retirement.   What are your options? How is it calculated? What are the costly mistakes?

Federal Employees - The Retirement Road Less Traveled with Financial Adviser and Federal Employee Advocate Mark Fricks.    Mark Shares the mission behind the 2nd edition of The Book "The Road Less Traveled"  This is a Financial Roadmap for Federal Employees seeking a secure retirement

Join Elizabeth Inman and Jeff Roediger as we discuss The Importance of Having a Retirement Income Strategy.

Join Dominick Caiati and Jeff Roediger as we discuss what you need to know about your Social Security Benefits before you retire.  - How to Avoid Identity Theft - Reviewing the accuracy of your Income Credits - How Does Your Social Security Benefit Impact Your Pension Income - What is the best age to take your Social Security Benefits

Join Joseph Tarpley and Jeff Roediger as we discuss The Important Financial Planning and Retirement Decisions Law Enforcement Officers need to focus on during and after their careers

Join Financial Adviser and Federal Employee Advocate Larry Spoth and Jeff Roediger as we discuss how to Structure Your Retirement Income as a Federal Employee.   Larry incorporates a Two Bucket Strategy that simplifies the complexity of maximizing your FERS/CSRS Pension/ Thrift Savings Plan (TSP) and Social Security Retirement Income while minimizing risk.