By Gregory Jameson
Welcome to Federal Retirement Experts, your definitive source for navigating the complexities of federal retirement planning. Hosted by Retirement Coach Gregory Jameson, the Vice President of Feder
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The podcast currently has 8 episodes available.
Some federal employees will have the option to take a phased retirement, which will allow them to continue working in a smaller capacity while a replacement is brought on. Who is eligible for a phased retirement and what financial considerations need to be discussed before deciding if it’s a good option for you?
Here’s some of what we discuss in this episode:
00:00 - Introduction
00:45 - What is Phased Retirement?
02:47 - Duration of Phased Retirement
04:55 - Financial Considerations
07:05 - Who is Phased Retirement Suitable For?
08:27 - Satisfaction with Phased Retirement
09:10 - Benefits Analysis and Conclusion
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
The Thrift Savings Plan (TSP) for federal employees plays a crucial role in retirement planning, and it’s important to understand your options and the best ways to utilize the account. Whether you're diligently working towards retirement or already considering your income streams post-career, the TSP is a pillar you can't afford to overlook.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:40 – What is the TSP
4:44 – Traditional vs Roth
6:34 – Investing
11:42 – Creating income from your TSP
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
Today we have a special show for you as we welcome on one of our clients to talk about their experience preparing for retirement with Federal Retirement Experts. Kathy is a park ranger with the National Park Services and just two months from retirement. She’s been working with Gregory and FRE to prepare for the next chapter of her life, which will be busy taking care of animals, traveling, and spending time with family.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:23 – How did she learn about FRE
2:15 – The experience so far
3:41 – Her biggest retirement concern
6:00 – Behind the planning process
7:39 – Retirement seminars provided by the government
10:49 – Gregory’s experience working with Kathy
12:43 – Retirement plans
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
Are you prepared for what lies ahead? The future is unpredictable, but what if you could secure your golden years with long-term care insurance? It’s not something we want to think about, but it’s important to make sure you’re covered and your family is taken care of if this long-term care is ever needed for you.
This episode is loaded with everything you need to know about this safeguard. We tackle the costs, who genuinely needs it, and alternate options accessible for your consideration. We also touch on the government's skepticism about the feasibility of continuing this coverage for federal employees, and the possibility of self-pay options using your savings and other resources.
Here’s some of what we discuss in this episode:
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
The complexities of retirement planning and insurance coverage often present a challenge for federal employees. Among these complexities is Federal Employee Group Life Insurance (FEGLI) and the different types of policies that are available. This is an important benefit for federal employees so we want to help you understand all of your options and make the best choices for your financial future.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:42 – The basic coverage you automatically enrolled in
2:42 – Reduction options available in retirement
7:19 – Option A coverage
8:17 – Option B is a big step up in cost
13:31 – Every 5 years the premium increases for Option B
15:00 – Option C
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
If you're a federal employee approaching retirement, understanding your survivor benefits and the impact of your choices on your future is crucial. Survivor benefits in federal retirement are not just a financial issue, they also play a vital role in securing healthcare for your spouse in retirement. This episode offers an in-depth exploration of these benefits and the vital decisions that come with them.
Here’s some of what we discuss in this episode:
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
A career as a federal employee provides flexibility when it comes to picking a retirement date, but there are some key considerations you need to make if your goal is to retire early.
Today we want to walk you through some of the conversations we have with federal employees when we help them determine a retirement date. There are a range of ages that come into play along with how many years of service you’ve accumulated and where you worked. Taking these different factors into account will help determine what your retirement benefits will be and whether any penalties might be assessed.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:30 – The typical ages for retirement
4:10 – Postponed retirement and health insurance
7:49 – Requirements for pension bonus
12:52 – When should you start planning?
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
We’re excited to welcome you to the first episode of the podcast and the start of a new opportunity for us to help educate federal employees who are beginning to think about retirement and everything that goes into that process.
To get things started, we wanted to lay a foundation for what’s to come on the Federal Retirement Experts Show by introducing you to retirement coach Gregory Jameson and what we hope you’ll learn from watching each episode. This show will set the stage for what we hope to accomplish but it will also give you a look into what we do each day for federal employees.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:03 – What does it mean to be a retirement coach?
3:53 – What can you expect from Federal Retirement Experts?
6:41 – One thing to know about Gregory.
9:17 – What we hope you learn from this show
Learn more about our team: https://www.federalretirementexperts.com/about-us
Get in touch with us: https://www.federalretirementexperts.com/contact-us
Watch the Podcast on YouTube: https://bit.ly/3rGJHi0
The podcast currently has 8 episodes available.
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