Over the course of your lifetime, it is likely that you have acquired
a variety of assets. Assets can range from money that you have
in a savings account or a 401(k), to a pension or an IRA. You
have earned money and have made financial decisions based
on the best information you had at the time. When viewed as a
whole, however, you might not have an overall strategy for the
management of your assets. As we have seen, it’s more important
than ever to know which of your assets are at risk. High market
volatility and low treasury rates make for challenging financial
topography. Navigating this financial landscape starts with planful asset management that takes into account your specific needs
and options.
Even if you feel that you have plenty of money in your 401(k)
or IRA, not knowing how much risk those investments are exposed to can cause you major financial suffering.

Join Elizabeth Inman and Jeff Roediger as we discussed this critical and often overlooked retirement planning topic.

Join Dominick Caiati and Jeff Roediger as we discuss the important decision at retirement concerning keeping your Qualified Retirement at the Government Institution and withdrawing your retirement income from that account or moving it to a Private Financial Institution or Insurance Company to withdrawal the retirement income or annuity.

Join Certified Financial Planner Tom Thalman and I as we discuss "The Myth of The Rich Doctor."

We address this Question ---   Doctor, what is the state of your financial health?

“The U.S. has developed a new weapon that destroys people but
leaves buildings standing. It’s called the stock market.”
~ Jay Leno
The stock market has long been relied upon to grow money. During retirement, growth is an important part of asset management
and one solution to the dilemma of running out of money. But
with growth comes risk. How much risk depends on the percentage of your investments connected to stock market volatility.

Join Dominick Caiati and Jeff Roediger as we discuss keeping your assets out of court control.

- How to avoid or minimize probate (Could hold your assets for over a year)

- Coordinating Your Life Insurance, Pension Annuity Survivor Benefits, and        TSP/403(b)/401(k)

- Prepare Today for Tomorrow's Unknown

Join Larry Spoth and Jeff Roediger as we discuss "The Lost Decade"   How to manage an up and down and period and still have a secure retirement income. 

Here is what we discuss:

- The History of the Market (Specifically the S&P 500)

- How to Navigate your retirement through tough times

- Buckets of Money Strategies That Will Reduce Your Retirement Income Risk

• Just like planning for a vacation or a trip, your retirement
plan needs to consider your goals and objectives, or it won’t
be a good plan for you. The answers to the question, when
should I retire, will be different for everyone, based on your
lifestyle and the people in it who are important to you.

• There is a difference between a retirement product such as a
mutual fund or annuity and a retirement plan. As you move
out of the working stage of your life, you are no longer earning income. A shift must be made from the accumulation of
your money to the management of your money. Before you
take off on your retirement trip, identify where you are now
by taking the time to understand what you are invested in
and what those investments are doing for you.

• The rules for retirement planning have changed. Investing
the way your parents did will not pay off and the majority of
investment ideas used by financial professionals in the 1990s
aren’t applicable to today’s markets. That kind of investing
will likely get you in trouble and compromise your retirement. Today, you need a better PLAN. Having a planful
approach to retirement gives consideration to today’s stock
market and economy, and the individual concerns of you,
the investor.

Join Larry Spoth and Jeff Roediger as we discuss how to balance your retirement income.   Balance means maintaining growth and minimizing risk.    

Larry has a successful strategy on how to deploy this planning concept both in bull and bear markets.   Join us as we review this strategy.

Join Elizabeth Inman and Jeff Roediger as we discuss how to minimize your retirement income taxes.   Elizabeth discusses important tax reduction strategies as they pertain to the following retirement income options:

1. FERS/CSRS Pension Income
2. TSP Traditional and Roth Distribution Options
3. Social Security Income Options 

and more....