Federal Employees Retirement & Benefits Podcast by CD Financial

Charles Dzama
  • 5.0 (4)
  • 投资
  • 一周一更
Federal Employees Retirement & Benefits Podcast by CD Financial

The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan. Schedule your complimentary 15-minute phone call today! https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

  1. 22小时前

    Mandatory Roth TSP Contributions for Incomes Over 145k in 2025

    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“Financial security means ensuring we have enough savings and income to support ourselves throughout retirement.”Chapters0:00 – The New TSP Catch-Up Rule Explained0:28 – Why Paying Taxes Now Might Benefit You Later1:34 – Evaluating Your Retirement Goals1:49 – Action Steps to Map Your F...

    2 分钟
  2. What 2024 Taught Us About The Future

    5天前

    What 2024 Taught Us About The Future

    Chapters0:00 – Reflecting on 2024 Achievements0:42 – Ep 1 Building a Stable Financial Foundation1:22 – Ep 2 Quality in ingredients 1:41 – Ep 5 How long do you have to be married to someone Benefits2:10 – Ep 8 Understanding the Power of a Roth IRA2:35 – Ep 9 Not Having Enough in Retirement4:25 – Ep 10 Strategic Debt Management in Retirement7:39 – Ep 11 Asset Allocation & Diversification9:11 – Ep 12 Federal Employee Retirement System (FERS) Phased9:57 – Ep 13 Dying While Employed VS Dy...

    58 分钟

  3. 2024/12/31

    Federal Employees Face Mandatory Return to Office in 2025

    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"Now’s the time to realize that a proper plan allows you to retire confidently while maintaining—or even increasing—your standard of living."Connect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-...

    2 分钟
  4. DOGE Elon Musk and Ramaswamy: FEDS Don't Stress

    2024/12/30

    DOGE Elon Musk and Ramaswamy: FEDS Don't Stress

    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-callConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subsc...

    37 分钟

  5. 2024/12/24

    What are RMDs? Why RMDs? and How to Tax Plan RMDs

    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"If you don’t make a plan for your money, someone else will – and it’s usually Uncle Sam."Chapters0:00 - Introduction0:30 - What Are RMDs?1:15 - Why RMDs Are Mandatory1:29 - Key Birth Year RMD Thresholds2:00 - Avoiding IRS Control Over Your Money2:35 - Roth IRA Benefits for Heirs3:21 -...

    5 分钟
  6. TSP 401k Max Funding In Depth Look at 2025 Updates

    2024/12/19

    TSP 401k Max Funding In Depth Look at 2025 Updates

    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."Chapters0:00 - Podcast Introduction1:05 - Mr Rogers Culture3:25 - Importance of Maximizing TSP Contributions6:25 - 2025 Updates: Contribution Limits Explained - Catch-Up Contributions f...

    41 分钟

  7. 2024/12/18

    I Inherited an IRA, Now What? Tax and Financial Planning

    You don’t need to work longer, you just need a better plan.Schedule a consultation with this link to tailor a plan that suits your unique financial goals:https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Financial security is ensuring you have a clear plan to handle life's transitions, including inherited IRAs and their tax implications."Chapters0:00 - What Is an Inherited IRA?0:40 - The 10-Year Rule for Non-Spousal Inherited IRAs - Real-Life Example: Remodeling with...

    7 分钟
  8. RMDs Required Minimum Distributions – What? Why? How?

    2024/12/12

    RMDs Required Minimum Distributions – What? Why? How?

    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"Plan for your future now because time waits for no one."Chapters0:00 - On today's episode0:30 - What Are RMDs?4:41 - Who and How Are RMDs Calculated?6:00 - Age Requirements for RMDs7:21 - Why Planning RMDs Early Matters9:03 - The Importance of Tax Planning11:11 - Avoiding RMD Penaltie...

    27 分钟
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The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan. Schedule your complimentary 15-minute phone call today! https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

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