Financial Planning

  • Financial Planning Mistakes to Avoid at Each Career Stage

    Insight by NITP, Inc. April 29, 2019 – Host Bob Leins, CPA® welcomes Joe Sullender, CFP® to discuss mistakes to avoid and critical steps to make at each stage of your Federal career. The importance…

  • Can I Afford to Retire?

    Insight by NITP, Inc. April 22, 2019 –  Host Bob Leins, CPA® welcomes Brian Kurrus, CFP® for a discussion on how to evaluate if you can afford to retire.   Today’s program will answer the following questions…

  • It’s Tax Day – What’s in Your Wallet?

    Insight by NITP, Inc. April 15, 2019 – Host Bob Leins, CPA® welcomes Joel Cundick, CFP® and seminar presenter for NITP to talk about taxes.   Why are my taxes so different for 2018? What is…

  • TSP Update from the Experts

    Insight by NITP, Inc. April 8, 2019 – Hosts Bob Leins and Karen Schaeffer, CFP®, welcome Ravi Deo, Executive Director, and Kim Weaver, Director of External Affairs of the Federal Retirement Thrift Investment Board to…

  • Financial Literacy Facts Versus “Fools”

    Insight by NITP, Inc. April 1, 2019 – Host Bob Leins, CPA® welcomes Ray Kirk, Ph.D., Federal Benefits Specialist, NITP.  April is Financial Literacy Month and since today is April Fools’ Day, our hosts will…

  • Key Financial Dates for Federal Employees

    Insight by NITP, Inc. March 11, 2019 2019 –  Host Bob Leins, CPA® welcomes Greg Wagner, CFP®.   There are a number of important financial dates to keep in mind throughout the year.  Join Bob and Greg…

  • Life Insurance and CIR

    Insight by NITP, Inc. February 25, 2019 – Host Bob Leins, CPA® welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA), and John Jilek, Certified Financial Planner®. Need for life insurance What is…

  • Setting Good Financial Goals

    Host Bob Leins, CPA® welcomes Joel Cundick, CFP® to kick off the New Year with financial goal setting.

  • TSP Planning for 2019

    Host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist at NITP, welcome John Jilek, CFP® to talk about the Thrift Savings Plan.

  • The function of life insurance

    December 17, 2018 – Host Bob Leins, CPA® and co-host Bob Braunstein, Federal Benefits Specialist with NITP, welcome Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA). 

  • 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.