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

  • 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
  • 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
  • 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
  • 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
  • December 18, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. Bob will talk about: The annuity calculation FEGLI 5-year rule Medicare’s different enrollment periods Long term care – What to consider while…
    December 18, 2023
  • December 11, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Laurie Lee, Chief Financial Officer, WAEPA, and Daniel Eck, CFP®, Ernst & Young Personal Finance. Today’s guests will discuss the importance of wellness at the intersection…
    December 11, 2023
  • December 4, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director, NITP. Have you procrastinated on your Open Season homework? Don’t worry, there is still time. Are you in the plan that matches…
    December 4, 2023
  • 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
  • November 20, 2023 on ForYourBenefit, our hosts Bob Leins, CPA®, and Tammy Flanagan, Senior Benefits Director NITP, welcome insurance expert and author Walton Francis and his colleague Kevin Moss to talk about FEHBP Open Season. The Consumers’ CHECKBOOK…
    November 20, 2023
  • November 13, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Ray Kirk, Ph.D., Federal Benefits Specialist, NITP, welcome Jay Fritz, Program Manager, Outreach & Program Services, Healthcare and Insurance, U.S. Office of Personnel Management. It is that…
    November 13, 2023
  • November 6, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, Inc. welcome back Paula S. Jakub, RHU, CEO at The American Foreign Service Protective Association, sponsor of…
    November 6, 2023
  • 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
  • October 23, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Retirement Specialist. In retirement, some will decide to relocate to a different location or residence. Maybe you want to live in a warmer climate or move closer…
    October 23, 2023
  • 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