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. It is hosted by David Raetz and Gary Raetz of Benchmark Financial Group, LLC located in Overland Park, KS. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process.
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Benchmark's Value to You...The Retiree
Learn how Benchmark can help guide you throughout the entire retirement process from gathering the correct documents to building out a plan to meet your financial goals.
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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 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or
Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC
Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 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. -
Getting Your Ducks in a Row for Retirement
Understand and get to know the main pillars of income in retirement, as well as how your financial income changes and compares to working full-time versus retirement.
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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 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or
Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC
Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 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. -
Retirement Choices and Decisions
Learn how to navigate the different pillars of income in retirement, including pension, TSP, and Social Security. Understand your FEGLI options, and view income comparisons while employed vs. in retirement.
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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 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or
Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC
Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 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. -
The Benefits of Working With Benchmark Financial Group
Learn about the value of working with an advisor in retirement, how to check information for brokerage firms and investment professionals, and working with advisors with specialized knowledge in the federal employee benefits system.
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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 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or
Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC
Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. 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. -
Can I retire now? Show me how!
Learn how to navigate the different pillars of income in retirement, including pension, TSP, and Social Security. Understand your FEGLI options, and view income comparisons while employed vs. in retirement.
————
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 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or
Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC
Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 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. -
The Retirement Experience
This episode of The Federal Retirement Podcast discusses the retirement experience with guest Jay Gaumer. They discuss the steps throughout the process and how to get started if you are ready to retire.
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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 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or
Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC
Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 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.