Jeff Roediger -- Replacing Wall Street With Main Street

In Chapter 9 of The Informed Fed, titled "Roth vs. Traditional TSP," Jeffrey Roediger and Bryant Stone break down the key differences between these two Thrift Savings Plan options for federal employees. They explain that Roth TSP contributions are taxed upfront but grow tax-free, while traditional TSP contributions are tax-deferred until withdrawal, allowing immediate tax savings. The duo emphasizes that TSP offers higher contribution limits compared to IRAs, with no income restrictions, making it a powerful tool for federal workers. With potential future tax hikes, Bryant suggests Roth TSP could be more beneficial for many employees. Both hosts stress that financial planning is an ongoing process, especially in light of changing tax laws, and encourage listeners to regularly consult with financial advisors to maximize their retirement strategy.

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 Chapter 8 of The Informed Fed, titled "Maxing Your Retirement Income," Jeffrey Roediger and Bryant Stone delve into strategies for optimizing federal retirement benefits. They discuss the crucial role of the 5% match in the Thrift Savings Plan (TSP) and offer insights on how to make the most of TSP allocations. Bryant underscores the impact of timing retirement at age 62 for a higher FERS annuity and the importance of incorporating Social Security into a well-rounded retirement plan. Jeffrey highlights the value of reviewing retirement options and encourages federal employees to consult with Bryant for personalized advice.

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

Jeff Roediger and Jen Trowbridge discuss the crucial topic of estate planning, with a special focus on women, who are often overlooked in this area. Listen in as they explore why it’s essential for women to have a comprehensive estate plan, including a healthcare and financial power of attorney. You'll also discover valuable resources to help you establish a trust and tackle important financial questions as you approach retirement. Don't pass up this discussion, designed to empower and equip you with the knowledge you need for your financial future. 

Visit the site for more on Jen's services: https://jentrowbridge.com/
To access the FREE 30-day Estate Planning Trial, visit: https://www.mylegacylock.com/free_trial.php?type=echo&a=JenTrowbridge
To schedule your complimentary session with Jen: https://go.oncehub.com/JenTrowbridge

Bryant and Jeff explore the key details of retirement pension systems for federal employees, including CSRS, CSRS Offset, and FERS, in Chapter 7 of The Informed Fed, "Retirement Systems Explained." Bryant explains the key differences between these systems, while Jeffrey offers an in-depth look at FERS, underscoring the financial impact of buying back military time. They highlight the significant advantages of consulting a specialized financial advisor to navigate these complex retirement options. The chapter emphasizes the necessity of understanding the various retirement plans and seeking professional guidance to make well-informed decisions.

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

Jeff Roediger and Bryant Stone discuss the importance of planning ahead for federal employee benefits, particularly health insurance and retirement benefits in Chapter 6 of The Informed Fed, "All About Your Health."
Understand the different options available, the tax implications of these benefits, and the consequences of failing to plan properly. Bryant highlights the importance of choosing the right survivorship option for FERS annuity, as well as the need to consider Medicare Part B enrollment. It's always important to consult with a knowledgeable professional before making any decisions regarding federal employee benefits.

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 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/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

Chapter 4 description: 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/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 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/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 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