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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

  • Don’t Let Your Investments Go On Vacation
    July 17, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®. Justin will share tips to help ensure your investments are working consistently hard for you even when you are away on summer travel. Know your…
    July 17, 2023
  • How Family Impacts Transitioning to Retirement
    May 22, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Transition and Federal Benefits Specialist. There are many things to consider when making the decision to transition to retirement. Most people plan for retirement without thinking about how…
    May 22, 2023
  • Best dates to retire
    May 1, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP, Inc. Choosing YOUR best date to retire will help you maximize and coordinate your final days on the payroll of your…
    May 1, 2023
  • Preparing for the Loss of a Parent, Spouse, or Other Family Member
    April 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. On today’s program, Joel will talk about what to do after the sudden death of a spouse, parent, or other family member.  He will discuss the importance…
    April 24, 2023
  • Understanding the Medicare Program
    March 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes David Santana, Health Insurance Specialist from the Centers for Medicare and Medicaid Services. Understand your Medicare coverage choices to maximize your benefits Evaluate the cost of enrolling in…
    March 27, 2023
  • Personal Insurances Overview
    March 6, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®. There is a 100 percent chance we will all pass away some day. Life insurance, for the majority of us, can be an important vehicle to provide…
    March 6, 2023
  • When Can I Retire? Will I Have Enough Money?
    February 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about questions to ask yourself before setting a retirement date. Have you saved enough for retirement? What investment changes should you consider? What…
    February 27, 2023
  • Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones
    February 6, 2023 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…
    February 6, 2023
  • Financial Resolutions and How to Keep Them
    Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whether it’s paying off debt, buying a house, staying ahead…
    January 3, 2023