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You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"15 minutes could save you a pile of money in taxes."
Chapters:
0:00 - What happened to Charles?
3:16 - The era of the Trump Administration
3:38 - What is the Deferred Resignation Program?
4:50 - Eligibility and Requirements for DRP
6:03 - How to Fill Out Elections
6:40 - DRP and Your Health Benefits
17:40 - Impact of DRP on Your Retirement Plans
19:20 - Managing Your Finances Under DRP Deferring or Not
19:55 - Common Questions About DRP Answered
23:21 - Future Projections: What DRP Means for Your Retirement
23:51 - Health Tip: Stress Management During Retirement Planning
28:50 - Recap and Closin
Connect with CD Financial for More Insights:
Twitter: /CDFinancial_LLC
Instagram: /CDfinancial.llc
Facebook: /CDFinancialLLC
LinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/
Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.
Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparison
Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Support the show
By Charles Dzama5
55 ratings
You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"15 minutes could save you a pile of money in taxes."
Chapters:
0:00 - What happened to Charles?
3:16 - The era of the Trump Administration
3:38 - What is the Deferred Resignation Program?
4:50 - Eligibility and Requirements for DRP
6:03 - How to Fill Out Elections
6:40 - DRP and Your Health Benefits
17:40 - Impact of DRP on Your Retirement Plans
19:20 - Managing Your Finances Under DRP Deferring or Not
19:55 - Common Questions About DRP Answered
23:21 - Future Projections: What DRP Means for Your Retirement
23:51 - Health Tip: Stress Management During Retirement Planning
28:50 - Recap and Closin
Connect with CD Financial for More Insights:
Twitter: /CDFinancial_LLC
Instagram: /CDfinancial.llc
Facebook: /CDFinancialLLC
LinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/
Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.
Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparison
Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Support the show

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