Ready for retirement but still trying to figure out what comes after the paycheck?

In this podcast episode, Jamie and Floyd dive deep into the emotional side of retirement, something many people overlook. Discover how to handle the loss of purpose, adjust to new routines, and stay connected with others as you transition to this next phase of life. Retirement isn’t just about finances; it’s about finding fulfillment in every part of your day.

Listen now for practical insights that will help you navigate this shift and build the retirement you’ve always wanted.

How can you make the most of charitable giving while reducing your tax burden?

In this podcast episode, Christian and John explore the strategic use of Qualified Charitable Distributions (QCDs) in retirement planning. Learn how QCDs can help you meet Required Minimum Distributions (RMDs) while supporting causes you care about—all tax-free. They also dive into age requirements, reporting considerations, and unique planning opportunities.

If charitable giving is part of your retirement goals, this episode is a must-listen! Tune in for actionable insights to improve your retirement plans.

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Hello, I just started federal employment this July. I served Active Duty in the Army for 9 years from 2009 to 2018. In 2018 I joined the reserves. I will be going part time in my Federal job this Sept. Does it make since to by back my military time. Would it only be the 9 years on Active duty. When I retire from the reserves then would I still be able to collect my reserve pension and FERS? Does it affect disability that I receive from the military? - Katie

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