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Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies"

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Manage episode 399986828 series 3293599
Content provided by Jeff Roediger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Roediger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

81 episoade

Artwork
iconDistribuie
 
Manage episode 399986828 series 3293599
Content provided by Jeff Roediger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Roediger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

81 episoade

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