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For Your Benefit

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars focus on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement.

     

Latest Podcasts / Episodes

  • ForYourBenefit Farewell
    February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director, Karen Schaeffer, CFP®, Marc Levine, Esquire, and Tom O’Rourke, Counsel. This is our final episode. We…
    February 26, 2024
  • Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death
    February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your loved ones: Through joint ownership of land; Through joint ownership of bank and brokerage accounts;…
    February 12, 2024
  • Finance review for the new year
    February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review: Investment allocations and rebalancing needs Cash flow and budgeting for the new year Retirement…
    February 5, 2024
  • Survivor benefits: Their importance and how to ensure they are in place for your loved ones
    January 29, 2024 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered how much additional income your loved ones might need if you were suddenly gone? Have you planned their survivor…
    January 29, 2024
  • Federal Benefits Updates for 2024
    January 8, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. Topics include: Income COLA for FERS and CSRS retirees Salary pay raises & new locality rates Social Security Maximum amount of…
    January 8, 2024
  • 529 Plans and other strategies for paying for education
    November 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®. Karen and Kaitlin will talk about: The new and improved 529 plans Other strategies for meeting education costs Educating children…
    November 27, 2023
  • Health Care Directives
    October 30, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about Health Care Directives. What is a Health Care Directive (and is it different from a Health Care Power of Attorney)? What should…
    October 30, 2023
  • Cash Flow Planning and Debt Payoff Strategies
    October 16, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®.  Our guest today will talk about cash flow planning and debt payoff strategies for Federal employees and retirees. How much of an emergency fund do you…
    October 16, 2023
  • Preparing for the “What If’s” in Life
    October 2, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Karen Schaeffer, CFP®, welcome Kay Bransford, Daily Money Manager, Professional Financial Advocate & Fiduciary, MemoryBanc. We never know what life will bring. Too often spouses, partners, family, and…
    October 2, 2023
  • FEHB and Taxes
    September 25, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Counsel. On today’s program, Tom will discuss how Federal employees can use their Federal Employee Health Benefits (FEHB) program as a tax reduction…
    September 25, 2023
  • The Cost and Value of Federal Benefits
    August 21, 2023 on ForYourBenefit, host Bob Leins, CPA® and cohost Ray Kirk, Ph.D., welcome Phil Gardner, Federal Benefits Specialist. Today’s guest will talk about the cost of benefits for both the employee and the agency. He will discuss…
    August 21, 2023
  • It’s National Make a Will Month – Let’s get started
    August 14, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. In honor of National Make a Will Month, Karen and Megan will talk about: Essential documents for everyone. How to…
    August 14, 2023
  • Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs
    August 7, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®. The Basics: Roth IRA vs. Traditional IRA The Advanced: Roth TSP vs. Pre-Tax TSP Tax law changes that will affect your decisions…
    August 7, 2023
  • Federal Retirement: Fact or Opinion?
    July 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP. It seems that everyone has an opinion when it comes to retirement decisions. Many of these opinions are stated as though…
    July 24, 2023