Plan Your Federal Retirement Podcast

Micah Shilanski & Tammy Flanagan
  • 4.7 (127)
  • INVESTING
  • UPDATED SEMIWEEKLY

Financial Planner and benefits professional discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 431 W 7th Ave Ste 100 Anchorage, AK 99501 (907) 278-1350

  1. 12/30/2025

    Investment Tips for Federal Employees Approaching Retirement in 2026

    Plan Your Federal Retirement Podcast

    12 min

  2. 12/29/2025

    #144 Finish 2025 Strong, Start 2026 Smarter: Federal Retirement Planning

    As the year closes, federal employees can't afford to miss critical planning opportunities that protect their retirement and avoid costly mistakes. In this episode of the Plan Your Federal Retirement Podcast, Micah Shilanski, Wealth Advisor, and Luke Eberly, Wealth Advisor, break down real-world, end-of-year action items they are actively handling with clients right now. They talk about last-minute planning for 2025, including Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), Roth conversions, and estimated tax payments, all with a focus on being aware of IRS penalties. Tune in to learn about strategies for January 2026, like new TSP contribution limits, Roth and HSA planning, and why it's better to start early rather than wait until the end of the year. If you are a federal employee or retiree who wants to end the year well and begin the next one with clear plans and confidence, this episode offers practical tips you can use right away. https://zurl.co/iaMcA

    30 min

  3. 12/24/2025

    Social Security: The Bridge Strategy!

    Have you ever wondered what a Social Security bridge strategy is? In this episode, Floyd Shilanski, CFPⓇ breaks down how these strategies can help retirees wait to claim Social Security and boost their lifetime income. Rather than filing for Social Security at 62, some retirees use their TSP, 401(k), or other savings to cover income needs until they reach full retirement age or even 70. Floyd discusses why living longer matters, how waiting can increase your monthly income, and why each person needs a plan that fits their situation. Most importantly, this episode focuses on planning, coordination, and making choices that fit you, instead of following advice from friends, neighbors, or social media. If you're getting close to retirement and unsure about when to claim Social Security, this episode will help you see your options and the pros and cons of each.

    7 min

  4. 12/23/2025

    Retirement Isn't Just About Money Are You Physically Ready?

    Big changes are coming to your TSP catch-up contributions in 2026 and if you miss them, you could accidentally throw off your entire tax strategy.

    7 min

  5. 12/16/2025

    Changes to Catch-up Contributions in 2026

    Plan Your Federal Retirement Podcast

    4 min

  6. 12/15/2025

    #143 Tax-Saving Strategies for the Year-End: What You Need to Do Now

    As 2025 comes to a close, many federal employees are asking the same question: "What should I be doing now to prepare for retirement?" In this episode of the Plan Your Federal Retirement Podcast, Micah Shilanski is joined by Floyd Shilanski for a year-end review covering the most important planning areas for federal employees heading into 2026. They discuss why being proactive matters more than ever, how cash flow drives retirement success, what recent tax changes mean for your plan, and why every federal employee needs a clear exit strategy, even if retirement isn't immediate. This episode is packed with practical insights to help you move into the next year with confidence and clarity. https://zurl.co/uJKti

    16 min

  7. 12/10/2025

    Viral Finance: Should You Trust Trends?

    Are TikTok "experts" and viral retirement hacks influencing your Social Security decisions? In today's episode,  Floyd Shilanski tackles one of the biggest dangers he sees in federal retirement planning: relying on trends, reels, and generic advice for one of the most important financial decisions of your life. https://zurl.co/JL4Ac

    7 min

  8. 12/02/2025

    Top 5 Retirement Pitfalls Feds Must Avoid in 2026

    Learn the Top 5 Pitfalls Federal Employees Must Avoid in 2026, so you can retire with confidence and keep more of the benefits you've worked so hard for. In this episode of All About FERS, John Raleigh, CFP®, breaks down the biggest mistakes federal employees make when planning for retirement, many of which don't show up until it's too late.

    5 min
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4.7
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127 Ratings

About

Financial Planner and benefits professional discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 431 W 7th Ave Ste 100 Anchorage, AK 99501 (907) 278-1350

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