Jeff Roediger -- Replacing Wall Street With Main Street

Join Federal Financial Adviser Kelly Fasterling and Host Jeff Roediger as they discuss the Federal Pension Retirement Systems. We address these important questions: - When can you retire? - What are your Survivor Options? - When is the best day to retire as a Federal Employee? Join us to learn more. You can also obtain a complimentary Federal Retirement Handbook by going to www.fedresource.com

Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan. When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ? What about your unused sick leave? Are your Beneficiaries Coordinated with your will?  When was the last time you reviewed your will? Do you have a Living Trust?  Why is this important? E...

Join Financial Adviser Ron Friddle and Host Jeff Roediger as we discuss The Five Key Decisions You Need To Make: 1. Who will manage your money when you die? 2. Where Does Your Money Go? 3. Who Will Take Care of Family Members? 4. Who Makes Medical Decisions on Your Behalf if you are incapacitated? 5. Who Makes Financial Decisions on Your Behalf if you are incapacitated? Learn more about this impor...

Here  is what Mark and Jeff Discuss in this session:  • You cannot get advice about how to maximize your lifetime benefit from a Social Security representative. They are prohibited from giving advice about when to elect your benefit options.  • To get the most out of your Social Security benefit, you need to file at the right time. Every dollar your Social Security income increases is less money y...

How Much Money Do You Need To Be Happy? Outliving their money is what retirees fear the most. Build your retirement income from the sound foundation of Green Money, or Know So Money. The foundation of a retirement strategy depends on knowing how much money you need and when you need it.  • Identify how much of your income you need now, and how much you need later. Once you have your current Need N...

In this episode, Jeff and Kelly discuss the history of Social Security, how you qualify and ways you can maximize your Social Security Income.

Join Pete and Jeff as we discuss the Important Decisions Public Employees need to make regarding their Benefits / Pension /Social Security / TSP 403b /457 /401k at Retirement.

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 Jay Steinbock and Jeff Roediger as we discuss the potential advantages of using Life Insurance to create more options at retirement.  - Flexibility - Control of Estate - Additional Retirement Funds

 Have you reviewed your FERS/CSRS Annuity Payout estimate in the last 12 months? Join Retired Federal Manager and Current Federal Employee Benefits and Retirement Advocate Elizabeth Inman as we discuss why it is important to review your FERS/CSRS Benefits on an Annual Basis as you approach retirement.  - Should you Take a Full Pension Annuity? - What are my survivor Annuity Options? - How does my...

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/457 Allocation Setup to minimi...

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

• 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....