Join Dominick Caiati and I as we discuss one his nursing clients who had accumulated a $ 1 Million in her retirement account and was still at risk of running out of money in retirement if there was a downturn in the market.  Well guess what?   We are in a recession. 

How did she avoid this retirement income risk?

Join Adam, Joe and I discuss why their planning firm -- Rockport Wealth Advisors --  has a division specifically designated to serving Public Professors, Educators, and Administrators.    For additional Public Pension and Retirement Information including the Ten Questions Public Employees need to answer before retiring check out -- Public Pension Checklist 

Join Ben Murphy and I as we discuss why he Chose Serving Educators in The NYSTRS (New York State Teachers Retirement System) as his Financial Advisory Practice Speciality.

Here is his story....

Join Elizabeth as she discusses the Five Mistakes Federal Employees Need To Avoid Before Retirement.

Join Reinette and I as we discuss Why She Chose Serving Federal Employees as her Second Career and the potential mistakes to avoid at retirement

Here is her story....

Kathleen's Husband Jim is a retired ATCS.  Her goal is to prevent anyone from going through the same mistakes they made when they retired. 

This is why she became a Financial Advisor and is now a Fiduciary. (which means –  She must do what is right for the client and not what benefits her financially)

Few people understand everything that is involved with their benefits, how they work and what they provide and mostly what they can lose in their later years thinking they are being provided the best option.  This is not always the case.

No one likes to discuss money. We were raised that it is no one else’s business and truly that is correct, but understanding or Financial Literacy is key. 

"Not many people can control traffic and there are not many advisors that have been in both places -in my case a wife of a ATCS for 31 years and  I am a Financial Adviser because of it. "

For more information on your federal retirement go to www.fedchecklist.com 

Join Us as Dominick and I discuss the unique Financial Planning and Retirement Challenges facing the Nursing Community in the year 2020.

Season One -- Episode One

Sonja and Johnny Discuss the importance of working with Financial Professionals who specialize in Federal Benefits and Retirement.   Learn about the 12 Questions you need to have answered before you retire from Government Service.    Get The Retirement Questions and Checklist Here

Join Federal Benefits & Retirement Coordinator Elizabeth Inman and I as we discuss what motivated her to write her Federal Retirement Planning Book, "Retirement Today... The Five Dangers of Federal Retirement"

This is her story...

Join Cheryl and I as we discuss why she chose a Second Career as a Financial Adviser to support Federal Employees (Specifically USDA) 

This Series is dedicated to USDA Employees and Their Families.   Cheryl's goal is to educate each of you on the important financial decisions you will need to be making between now and retirement.    

Session One is Her Story.