The Federal Retirement Podcast

Benchmark Financial Group, LLC
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Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for federal employees approaching retirement. Hosted by David Raetz of Benchmark Financial Group, LLC. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process. Securities and Advisory Services offered through CreativeOne Securities, LLC, Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities, LLC are not affiliated. Located at 10975 Benson Dr, Ste 500, Overland Park, KS 66210.

  1. 12/29/2025

    Timing Your Exit: Maximize Benefits & Minimize Gaps | Federal Retirement Planning

    Choosing your retirement date may seem like a small detail, but for federal employees, it can have a significant financial impact. In this podcast episode, David Raetz of Benchmark Financial Group explains how to align your exit date for maximum benefits and minimal income disruption for a smooth transition into retirement.---------------------------------------------------------------Connect with Benchmark Financial Group:Website | bfgkc.comLinkedIn | @benchmark-financial-group-llcFacebook | @BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.

    22 min

  2. 12/01/2025

    Don't Retire Blind! 2026 Changes That Could Affect Federal Retirement

    In this presentation, Benchmark Financial Group provides an overview of the 2026 changes that can potentially impact your Federal Retirement. Changes impact TSP, taxes, Medicare, and more!————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.

    18 min

  3. 11/03/2025

    The Path to Federal Retirement: Navigating Key Steps & Timing

    In this presentation, Benchmark Financial Group provides an overview of the retirement process, including how to understand your benefits, when to apply for retirement and begin receiving benefits, and the importance of updating beneficiary forms. Additional key topics and helpful insights are also covered to help you navigate your retirement with confidence. ————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies. #tsp #benchmarkfinancialgroup #planyourfederalretirement

    26 min

  4. 10/06/2025

    TSP Income Strategies

    In this presentation, Benchmark Financial Group discusses the various options available when managing TSP funds and how to create a strategy that best suits your retirement goals. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc Facebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies. #tsp #benchmarkfinancialgroup #planyourfederalretirement

    30 min

  5. 09/03/2025

    Ready to Retire? What To Do NOW To Get Ready

    Ready to plan your federal retirement? In this video, we break down the essential steps to prepare for your transition into retirement, ensuring your financial independence and security. From understanding your federal retirement process to strategizing your Thrift Savings Plan (TSP) withdrawals, we’ve got you covered. Learn how to verify your service computation dates, estimate your pension and FERS supplemental benefits, and create a smart TSP strategy tailored to your unique needs. We'll also guide you through evaluating survivor benefits and understanding key federal benefits to maximize your retirement income. ————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc orFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#tsp #benchmarkfinancialgroup #planyourfederalretirement

    29 min

  6. 08/01/2025

    Ten Essential Questions Every Federal Employee Should Ask

    Benchmark Financial Group answers ten essential questions that every Federal employee should ask as they prepare for retirement. Learn how to choose the best retirement date, understand your federal pension, optimize annual and sick leave, and navigate the complexities of survivor benefits, TSP withdrawals, Social Security, and federal health insurance options.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc orFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#benchmarkfinancialgroup #planyourfederalretirement

    39 min

  7. 07/01/2025

    Thrift Savings Plan Management: Navigating Retirement in Volatile Markets

    Benchmark Financial Group explores essential strategies for federal employees who need to optimize their Thrift Savings Plan (TSP), navigate volatile markets, and make informed decisions about traditional and Roth contributions. You’ll also learn about TSP contribution limits for 2025, the differences between G, F, C, S, and I funds, and how to create a strategic retirement income plan tailored to your needs. If you're a federal employee approaching retirement or looking for actionable advice on TSP and retirement income, this video is a must-watch. Ready to take the next step? Contact Benchmark Financial Group for a personalized consultation, and let us help you achieve your financial goals with confidence today. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies. #tsp #benchmarkfinancialgroup #planyourfederalretirement

    19 min

  8. 06/02/2025

    How to End the Rate Race: Federal Retiree Common Questions

    Are you ready to retire as a federal employee? In this video, Benchmark Financial Group shares essential steps for federal employees to navigate their federal retirement process with confidence. From understanding federal benefits to planning your retirement income, this session covers critical topics like retirement paperwork timelines, federal pensions, processing delays, annuity payments, and managing TSP funds effectively for financial independence. Don't leave your financial future to chance. Contact Benchmark Financial Group today for personalized assistance and expert guidance on federal retirement and financial planning. Together, we’ll develop a plan to help you retire with peace of mind. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.

    29 min
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About

Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for federal employees approaching retirement. Hosted by David Raetz of Benchmark Financial Group, LLC. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process. Securities and Advisory Services offered through CreativeOne Securities, LLC, Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities, LLC are not affiliated. Located at 10975 Benson Dr, Ste 500, Overland Park, KS 66210.

Information

  • Creator
    Benchmark Financial Group, LLC
  • Years Active
    2024 - 2025
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © Benchmark Financial Group, LLC
  • Show Website
    The Federal Retirement Podcast

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