Financial Flight Plan Podcast

Opportunities for Retirement‘s Late Bloomers

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.

Important Links:

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

Call: 817-444-8402

Everything You Need to Know About the Federal Vaccine Mandate

With the vaccine mandate set to take effect for Federal employees in November, we wanted to help you understand what this could mean for your employment and how it might impact your retirement plans.

Important Links:

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

Call: 817-444-8402

Mind The Gaps In Your Retirement Planning

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.

Important Links:

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

Call: 817-444-8402

What Makes Your Advisor Tick

It’s time to peel back the curtain a little bit to learn about your financial advisor.

Important Links:

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

Call: 817-444-8402

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

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