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. Oct 22

    Gross to Net: What Really Land in Your Bank Account?

    Your retirement paycheck won’t look like your working paycheck. In this video, we break down how your federal pension, TSP, Social Security, and deductions come together each month to estimate net monthly income after retirement. --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | ⁠https://bfgkc.com⁠ LinkedIn |  ⁠/benchmark-financial-group-llc⁠ Facebook | ⁠/BenchmarkFinancialGroupLLC⁠ Benchmark 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 ⁠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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement

  2. Sep 8

    From Saver to Spender: Making the Most of Your TSP in Retirement

    You’ve spent years building your TSP – now what? Explore how to turn your retirement savings into a sustainable income stream while avoiding common mistakes that can impact your long-term financial security. --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | https://bfgkc.com LinkedIn |  /benchmark-financial-group-llc Facebook | /BenchmarkFinancialGroupLLC Benchmark 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 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement

  3. Jul 28

    Countdown to Retirement: The 6-Step Playbook for Federal Employees

    Retirement might be closer than you think! In this presentation, Benchmark Financial Group discusses federal employee benefits, how to review income and expenses, manage investments, and begin the retirement process. --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | https://bfgkc.com LinkedIn |  /benchmark-financial-group-llc Facebook | /BenchmarkFinancialGroupLLC Benchmark 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 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement

  4. Jun 25

    When Should You Retire? Minimum Retirement Age? Age 60? Age 62?

    Choosing a federal retirement date is a major decision, and understanding how MRA, age 60, and age 62 affect eligibility and benefits can make the process clearer.In this presentation, Benchmark Financial Group discusses considerations you may want to review when evaluating your retirement timeline, such as: How your decisions affect decades of incomeEligibility and benefitsHow to get started on your retirement plan --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | ⁠https://bfgkc.com⁠ LinkedIn | ⁠https://www.linkedin.com/company/benchmark-financial-group-llc⁠ Facebook | ⁠https://www.facebook.com/BenchmarkFinancialGroupLLC⁠ Benchmark 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement

  5. May 14

    Before You Retire: 3 Decisions That Can Impact Your Income For Life

    Retirement from federal service isn’t a single moment. It’s a series of decisions – and each one shapes your income, cash flow, and ultimately, more retirement confidence. In this presentation, David Raetz of Benchmark Financial Group discusses: - Choosing the Right Retirement Date - How to Bridge the Income Gap - Creating Your Retirement Paycheck - How to Get Started on Your Retirement Plan --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | https://bfgkc.com LinkedIn | https://www.linkedin.com/company/benchmark-financial-group-llc Facebook | https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement

  6. Apr 6

    Your Federal Pension: The Foundation of a Confident Retirement Plan

    Learn how key retirement decisions can shape your monthly income, survivor benefits, and long-term retirement strategy. In this episode, David Raetz of Benchmark Financial Group discusses: FERS Pension & SupplementsRetirement Income SourcesSurvivor BenefitsHow to Get Started on Your Retirement Plan--------------------------------------------- Connect with Benchmark Financial Group: Website |  bfgkc.com LinkedIn | @benchmark-financial-group-llc Facebook | @BenchmarkFinancialGroupLLC Benchmark 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 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.

  7. Mar 12

    Navigating Market Volatility with TSP | 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 video, 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.com⁠ LinkedIn | ⁠@benchmark-financial-group-llc⁠ Facebook | ⁠@BenchmarkFinancialGroupLLC⁠ Benchmark 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.

  8. 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.

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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 - 2026
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © Benchmark Financial Group, LLC
  • Show Website
    The Federal Retirement Podcast

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