Bryant Stone

Join financial experts Jeff Roediger and Bryant Stone as they explore Chapter 5 of The Informed Fed, "Thrift Savings Plan (TSP)"

Learn about crucial TSP investment strategies and retirement planning tailored for federal employees, including mindset and motivation, tax implications, and common pitfalls to avoid. Discover the proactive approach needed for financial well-being in the federal service, including annual check-ins with a financial advisor. Don't miss out on maximizing your TSP and securing a prosperous retirement as a federal employee.

Join Jeff Roediger and financial expert Bryant Stone as they review Chapter 4 of The Informed Fed, "Understanding FEGLI."

This discussion explores federal employee benefits, focusing on group life insurance and retirement planning. Learn about FEGLI coverage, compare costs with private insurance, and discover retirement planning strategies tailored for federal employees. Bryant highlights the importance of holistic financial planning and regular check-ins with advisors for a secure financial future in the federal service. Tune in for valuable insights into maximizing benefits and securing your financial well-being.

Join Jeff Roediger and financial expert Bryant Stone in their review of Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies."

Here they discuss the crucial role of mindset and motivation in the financial success of federal employees. This interview covers holistic financial planning, including retirement options and tax implications, outlines four traps for unprepared federal retirees such as taxes on distributions and state tax liabilities, and common mistakes like misunderstanding insurance premiums and investment options. Bryant stresses the importance of annual check-ins with an advisor for evaluating and adjusting retirement plans, underscoring the proactive approach needed for financial well-being in the federal service.

Join Jeff Roediger and financial expert Bryant Stone in a dynamic discussion on "Taking a New Perspective on Learning."

This chapter explores personal finance for federal employees and the general public, focusing on educating federal workers about their benefits and tailoring financial planning to their unique needs.

Explore the various retirement phases and associated financial decisions, gaining valuable insights into the intricate intersection of financial planning and retirement for federal employees. Tune in for a concise yet insightful session that promises to reshape your perspective on learning about finance.

To order the book: https://a.co/d/gdQclm6

To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3

For additional resources for the federal employee, visit www.myfeduniversity.com

[email protected]

(919) 300-5870

Join Jeff Roediger's interview with Bryant Stone as they discuss how to simplify financial education and investing for federal employees, covering Chapter 1 of our book, "The Informed Fed."

Gain key insights into benefits, retirement planning, and effective strategies tailored for federal workers. Unpack the complexities of federal employee benefits, explore tailored investment approaches, and crack the code on retirement benefits.

Tune in for essential guidance to empower your financial journey in the federal workforce.

To order the book: https://a.co/d/gdQclm6

To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3

For additional resources for the federal employee, visit www.myfeduniversity.com

[email protected]

(919) 300-5870

In this episode of Wealth Wednesday, Bryant discusses why you should consider Roth IRA conversions. Highlights include:

To discuss your options personally, schedule today at https://go.oncehub.com/consultation3

(919) 300-5870

[email protected]

In this episode of Wealth Wednesday, Bryant breaks down the latest retirement changes under Secure Act 2.0. Highlights include:

To have your questions personally answered, schedule today at https://go.oncehub.com/consultation3

(919) 300-5870

[email protected]

Join Financial Advisor, Bryant Stone, for an in-depth overview of legacy planning and retirement planning made simple. He will cover Estate Planning and revocable living trust in detail. As well as the importance of RMD planning, Taxes, Roth Conversions, & passing assets to beneficiaries.

To schedule a chance to answer your questions, visit here: https://go.oncehub.com/consultation3

Join Fiduciary Bryant Stone as he covers the following:

Bryant discusses a service that will show you 1. How to assess your risk tolerance and efficiency, and 2. How do you find out if your portfolio is in line with your risk tolerance.