Financial Flight Plan Podcast

Understanding The SECURE Act 2.0

The SECURE Act became law at the beginning of 2020 and created some significant differences in how people should plan for retirement. And while it’s not law yet, there’s a SECURE Act 2.0 on the horizon that could very likely become law before the end of the year. Let’s talk about some of the provisions and why they could be important.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

3 Challenges Today’s Retirees Face

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Describing Retirement

It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

3 Pros of the TSP in Retirement

Last week we delivered the bad news first and went over the cons of the TSP. But on this week's show, we bring you the good news and discuss 3 pros of the TSP.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

3 Cons of the TSP in Retirement

We spend a lot of time on the podcast talking about federal employees and their retirement plans. They have access to different investment vehicles that other workers are not able to participate in. We talk about the TSP, or Thrift Savings Plan on today's show. It's similar to a 401(k), but there are specific stipulations that are not necessarily efficient. We will address the cons of the TSP today and Brie will give her advice on how to maneuver through some of the rules.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

3 Federal Employee Retirement Mistakes

Planning for retirement is no easy task. There are many instances where a small decision you make can leave a lasting impact for your whole retirement. This can be even more difficult for federal employees who have a lot of special nuances to their planning. We take a look at 3 of the most common mistakes Brie sees in her practice and some proactive steps you may be able to take to avoid these for your retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Politics & Your Investments

The presidential inauguration has finally passed us and we have a new president in the White House. This has caused some people to panic and feel like the stock market is going to crash any day now. But if we take a step back and look at the market from a macro perspective, this is just another blip on the radar that will pass. Today Brie looks at some historical data with how the markets reacted to previous elections and why there is no need to panic.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

3 Strategies for Federal Employees Planning to Retire Soon

For many people, their retirement date comes sooner than they expected and before they truly get a chance to prepare. But with proper planning, federal employees can enjoy a comfortable retirement. Let's look at three key planning strategies you need to address within five years of your retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

A 5 Question Retirement Preparedness Quiz

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

What Specific Retirement Challenges Face Baby Boomers?

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

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