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Bryant Stone
By Bryant StoneBusiness
Bryant Stone episodes
- Chapter 5 of The Informed Fed, "Thrift Savings Plan (TSP)"
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.
To order the book: https://a.co/d/gdQclm6To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3For additional resources for the federal employee, visit www.myfeduniversity.com(919) 300-587015 min - Chapter 4 of The Informed Fed, "Understanding FEGLI"
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.
To order the book: https://a.co/d/gdQclm6To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3For additional resources for the federal employee, visit www.myfeduniversity.com(919) 300-587016 min - Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies"
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.
To order the book: https://a.co/d/gdQclm6To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3For additional resources for the federal employee, visit www.myfeduniversity.com(919) 300-587013 min - Chapter 2 of The Informed Fed, “Taking a New Perspective on Learning”
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
(919) 300-5870
14 min - Chapter 1 of The Informed Fed, "The Grass is Always Greener"
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
(919) 300-5870
14 min - Why You Should Consider Roth Conversions
In this episode of Wealth Wednesday, Bryant discusses why you should consider Roth IRA conversions. Highlights include:
The significance of Roth IRA conversions in the face of potential tax hikes.
Explore the intersection of Roth conversions with estate planning strategies.
Discover how Roth IRA conversions contribute to tax diversification and handling unusual income sources.
Break down the tax implications and essential financial planning considerations associated with Roth conversions.
To discuss your options personally, schedule today at https://go.oncehub.com/consultation3
(919) 300-5870
6 min - Secure 2.0 Act - RMD Changes You Need to Know
In this episode of Wealth Wednesday, Bryant breaks down the latest retirement changes under Secure Act 2.0. Highlights include:
RMD Shift: Explore revised Required Minimum Distribution (RMD) rules for impactful retirement planning.
Tax Insights: Navigate evolving tax requirements for retirement accounts, shaping your financial strategy.
Age Update: Uncover changes to the required minimum distribution age and its implications for your retirement timeline.
RMDs and Roth 401(k)s: Get a quick overview of updated regulations for RMDs and Roth 401(k)s, aligning with your investment strategy.
To have your questions personally answered, schedule today at https://go.oncehub.com/consultation3
(919) 300-5870
6 min - Legacy and Retirement Planning Made Simple
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
1 hr - Medicare ..... What You Need To Know ....
Join Fiduciary Bryant Stone as he covers the following:
- Who is Eligible .....
- What is the initial enrollment period
- Costs of Part A and B and who it works in retirement
- What are your Medicare Options ?
- What are the Supplemental Plans?
- What is a Medicare Advantage Plan?
- Important Dates for Medicare Advantage and Medicare Supplement Plan
- and more...
41 min - Asset Risk with Bryant and Top Rank Advisors
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.
4 min
About Bryant Stone
From the publisher's feed
Join Bryant Stone as he discusses the Important Decisions Federal and State Employees need to make regarding their Benefits / Pension /Social Security at Retirement.