Financial Planning

  • Roth vs. Traditional IRA – Which is better for your retirement savings?

    Host Bob Leins, CPA® welcomes Joel Cundick, CFP®, AIF®, APMA® for a discussion on Individual Retirement Accounts.

  • Benefits of Life Insurance

    Host Bob Leins, CPA® welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA) and Dave Love, CLU, CLTC with The Love Financial Group to discuss a topic on point for Life Insurance Awareness Month. 

  • How to prepare for a meeting with your financial advisor

    Host Bob Leins welcomes Joe Sullender, CFP®, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors to talk about making the most out of meeting with your financial advisor.

  • Back to school financial planning

    Join our host, Bob Leins, CPA® as he welcomes Karen Schaeffer, CFP®, who specializes in financial planning for Federal government employees, and Megan Schaeffer, Estate Planning Attorney. 

  • Social Security benefits and how they fit into an overall retirement income plan

    Join our hosts, Bob Leins and Tammy Flanagan, Senior Benefits Director at NITP, as they welcome Mary Beth Franklin, Certified Financial Planner® and expert on Social Security Claiming Strategies to the studio.

  • (1) Voluntary Contribution Program (2) Backdoor Roth

    Host Bob Leins welcomes Tammy Flanagan, Senior Benefits Director at NITP, to talk about the Voluntary Contributions Program (VCP).

  • Insurance education: LTC? CIR? What does it all mean?

    Host Bob Leins welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA) and Brian Kurrus, Certified Financial Planner® to educate listeners on life insurance, long term care, and chronic illness riders.

  • Mid-year financial planning

    Host, Bob Leins and co-host John Elliott welcome John Jilek, Certified Financial Planner® to talk about mid-year financial planning.

  • Financial planning in uncertain times

    Host Bob Leins welcomes Dwayne Jackson, CPA, CFP and Principal at Rembert | Pendleton | Jackson.  Financial planning in uncertain times can be challenging.  Is an effective strategy even possible?  Educating yourself about the variables and then developing and sticking with your plan in good times and in bad is key.

  • Divorce and tax planning for federal employees

    Hosts, Bob Leins and Tammy Flanagan, Senior Benefits Director at NITP, welcome Dan Jamison, CPA to talk about divorce and tax planning for Federal employees.

  • Financial literacy: Small changes that make a big difference

    Subscribe to For Your Benefit’s daily audio interviews on Apple Podcasts or PodcastOne. Insight by NITP, Inc April 9, 2018 – Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®.  In honor of Financial Literacy Month, Karen will…

  • Kickoff Financial Literacy Month

    Host Bob Leins welcomes Ray Kirk, Ph.D., Federal Benefits Specialist. During Financial Literacy Month we will look at the basics of “Financial Literacy (FL)” – what it is, why it is so important, and how being financially aware will enhance your daily, monthly and annual financial decisions.

  • Financial resolutions for the New Year

    Host Bob Leins welcomes John Jilek, Certified Financial Planner to talk about how to approach financial planning in the new year.

  • Early outs, buyouts: A financial perspective

    Join our host, Bob Leins, as he welcomes Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees, to talk about evaluating early outs and buyouts from a financial perspective. September 25, 2017