Host Bob Leins, CPA® welcomes Joel Cundick, CFP® to kick off the New Year with financial goal setting.
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.
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).
Host Bob Leins, CPA® welcomes Joel Cundick, CFP®, AIF®, APMA® for a discussion on Individual Retirement Accounts.
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.
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.
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.
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.
Host Bob Leins welcomes Tammy Flanagan, Senior Benefits Director at NITP, to talk about the Voluntary Contributions Program (VCP).
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.
Host, Bob Leins and co-host John Elliott welcome John Jilek, Certified Financial Planner® to talk about mid-year financial planning.
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.
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.
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…
Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions and listen live here!