financial planning

  • Planning for several reasons

    Federal benefits specialist Bob Braunstein discusses year-end planning and benefit opportunities in 2015. December 15, 2014

  • Art Stein, Certified Financial Planner

    Cold temperatures have arrived and with them, the season to think about holiday plans. But you should also start thinking about your investment strategies for 2015 and beyond. Art Stein is a certified financial planner and investment manager. He has long experience with federal employees and their particular concerns. Stein joined Tom Temin on the Federal Drive with some advice for dealing with the Thrift Savings Plan and other matters.

  • Considerations for your ongoing financial planning

    Joe Sullender, certified financial planner and senior vice president of investments of the Financial Strategies Group of Wells Fargo Advisors, answers your financial planning questions. September 29, 2014

  • Life begins at retirement

    Thomas Lee and Daniel Sipe from Lee, Sipe, and Associates answer your retirement and financial planning questions. August 25, 2014

  • Financial planning tips and strategies for new feds!

    Certified financial planner Nick Martinez joins the show to discuss how to handle your finances and establish goals if you are a new federal employee. August 11, 2014

  • We answer your questions, federal employees!

    Show co-hosts Bob Leins and Tammy Flanagan will talk about a wide variety of benefit programs for federal workers and retirees. June 9, 2014

  • Financial literacy wrap-up

    Hosts Bob Leins and John Elliott answer your questions in the final of a series of programs on financial literacy. April 25, 2014

  • Financial literacy & estate planning – important together!

    Certified Financial Planner Karen Schaeffer and attorney Megan Schaeffer answer your calls and emails about how to create a financial plan for your family. April 21, 2014

  • Determining your financial ability to retire

    Certified Financial Planner Joe Sullender answers your questions about retirement planning. April 7, 2014

  • Whom can you trust?

    Marc Levine, of Handler and Levine LLC, offers advice on how to choose your trustees, powers of attorneys and executors. March 17, 2014