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You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Retirement planning is not just about saving; it's about maximizing the resources you already have."
Chapters
0:00 - Podcast Introduction
1:05 - Mr Rogers Culture
3:25 - Importance of Maximizing TSP Contributions
6:25 - 2025 Updates: Contribution Limits Explained - Catch-Up Contributions for Age 50+
11:32 - The Power of Life Cycle Funds
12:56 - Optimizing Retirement Strategies at 59½
16:23 - Special Catch-Up Rules for Ages 60–63
22:00 - What happens if you never do Catch-Up?
25:08 - What happens if you DO Catch-Up?
29:45 - Health Tip: The Nutritional Power of Eggs
39:50 - Recap and Closing Thoughts
Connect with CD Financial for More Insights:
Twitter: /CDFinancial_LLC
Instagram: /CDfinancial.llc
Facebook: /CDFinancialLLC
LinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/
Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.
Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
#RetirementPlanning #TSP #FinancialAdvice #Roth401k #MaxFunding #CatchUpContributions #InvestmentStrategy #TaxFreeGrowth #Podcast #CDFinancial
Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Support the show
By Charles Dzama5
55 ratings
You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Retirement planning is not just about saving; it's about maximizing the resources you already have."
Chapters
0:00 - Podcast Introduction
1:05 - Mr Rogers Culture
3:25 - Importance of Maximizing TSP Contributions
6:25 - 2025 Updates: Contribution Limits Explained - Catch-Up Contributions for Age 50+
11:32 - The Power of Life Cycle Funds
12:56 - Optimizing Retirement Strategies at 59½
16:23 - Special Catch-Up Rules for Ages 60–63
22:00 - What happens if you never do Catch-Up?
25:08 - What happens if you DO Catch-Up?
29:45 - Health Tip: The Nutritional Power of Eggs
39:50 - Recap and Closing Thoughts
Connect with CD Financial for More Insights:
Twitter: /CDFinancial_LLC
Instagram: /CDfinancial.llc
Facebook: /CDFinancialLLC
LinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/
Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.
Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
#RetirementPlanning #TSP #FinancialAdvice #Roth401k #MaxFunding #CatchUpContributions #InvestmentStrategy #TaxFreeGrowth #Podcast #CDFinancial
Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Support the show

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