How do baseball and financial planning intersect? In this episode, Michael, Tommy, John and Ben break down the game of financial planning. From end-of-year tax strategies to building your financial 'team,' they explain what can help you win big.

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What exactly does a Roth account allow you to do? John, Michael, Tommy, and Ben dive into the intricacies of Roth accounts in this episode and discuss everything from Roth TSPs and conversions to the nuanced distinctions between Roth and traditional IRAs. 

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In this year-end reflection, Michael, Tommy, Ben, and John dissect the financial landscape of 2023, sharing the surprises and lessons learned along the way. They explain the critical importance of discerning financial information sources, urging listeners to rely on professional advice over sensationalized media information. 

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Small steps, big leaps. In this episode, Michael, John and Ben explain the power of initiating modest changes in your financial plan, drawing parallels to the similarly slow approach required in physical fitness. Tune in to discover why waiting for the future to pursue your dreams can be a costly delay.

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Unlock the doors to unique planning opportunities for dual federal employees as Michael, John, Tommy, and Ben delve into pre- and post-retirement strategies in this episode. They explain the untapped potential for fun and financial prosperity when dual federal employees understand the lucrative nature of their benefits and work with a financial planner who specializes in their unique situation.

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You just got a call from the doctor—and it wasn’t the news you were hoping for. You’re scared, but you’re determined to beat this sickness. Although it is important to keep a positive mindset and fight your way back to health, it is also essential to have a plan in place in the unfortunate event that you aren’t able to overcome it. So what do you do next? In this episode, Michael, John, Tommy, and Ben will be discussing what you need to have in place to ensure your family is taken care of if you pass away.

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In the world of financial planning, the worst time to seek a financial planner is after the death of a spouse. So, in this episode, Michael, John, and Tommy share the importance of having a thoughtful plan in place before the loss occurs. They'll break down why it's crucial to work with planners well-versed in your specific situation, how to secure digital assets, and more.

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Going beyond the dollars and cents, retirement is a lifestyle shift, and it is essential to plan for it as such. In this episode, you'll discover the practicalities of planning for retirement as Michael, Tommy, and John discuss sick and annual leave, the value of proactive planning over reactive approaches, and how strategically using leave can impact not just your retirement, but also your current life. 

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Getting through a divorce is challenging, but it becomes even more complex when federal or military benefits are involved. In this episode, join Tommy, Mike, Ben, and John as they delve into the crucial topic of divorce and its implications for federal employees. Discover the significance of due diligence when seeking counsel, negotiation tips for a fair outcome, and more.

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Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? Join Tommy, Mike, Ben, and John in this episode as they delve into the essential concepts of fiduciary service and what it takes to find the perfect financial planner for your unique situation. They'll discuss the significance of expecting, demanding, and requiring fiduciary service and guide you through what it means to be a fiduciary (the answer may surprise you!).

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