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
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
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
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
July 31, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes David De Jong, Principal, and Sarah Broder, Senior Associate, Stein Sperling Bennett De Jong Driscoll PC. The program will review SECURE 2.0 which changed the landscape of…
July 31, 2023
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
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
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
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
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
April 17, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, Inc., welcome Kim Weaver, Director, External Affairs, Federal Retirement Thrift Investment Board. Today’s discussion will focus on answering the following…
April 17, 2023
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
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
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
