January 23, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Joe Sullender, CFP®. It’s the beginning of a new year. Are you on target to reach your financial goals? Today’s discussion will focus on key concepts including: Building an…
January 23, 2023
January 16, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®. There is certainly a lot to talk about on the topic of TSP. Karen will discuss the following: The new terminology for making investment changes The importance…
January 16, 2023
January 9, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Herb Casey, Federal Benefits Specialist, to provide information on benefit changes for 2023. Largest Federal retiree COLA in nearly four decades Social Security: COLA,…
January 9, 2023
January 9, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Herb Casey, Federal Benefits Specialist, to provide information on benefit changes for 2023. Largest Federal retiree COLA in nearly four decades Social Security: COLA,…
January 9, 2023
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
December 19, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Joe Sullender, CFP® to talk about Required Minimum Distributions (RMDs). Basics of RMDs RMDs from inherited IRAs Year-end planning and strategies For questions or…
December 19, 2022
December 12, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes M. Shane Canfield, CEO, WAEPA. As the year comes to a close, it is a time to reflect and to look ahead. Shane will…
December 12, 2022
Dec. 5, 2022, on ForYourBenefit, our host Bob Leins, CPA®, welcomes Patti Hudson, Lifetime Health and Fitness Expert. What is work/life balance? Does it exist? If it does, how do we achieve it? Work/life balance…
December 5, 2022
November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®. Karen and Tammy will discuss the retirement topics that cross the line. The line…
November 28, 2022
November 21, 2022 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.…
November 21, 2022
November 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, and Lacey Yegen, Esquire. With the recession in mind, why is it important to have estate planning documents in place? Are they…
November 14, 2022
November 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®. There is certainly a lot to talk about on the topic of TSP. Join our guests as…
November 7, 2022
October 31, 2022 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.…
October 31, 2022
October 24, 2022 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…
October 24, 2022
