Episodes
Thursday Jun 24, 2021
3 Challenges Today's Retirees Face
Thursday Jun 24, 2021
Thursday Jun 24, 2021
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
Thursday May 27, 2021
Describing Retirement
Thursday May 27, 2021
Thursday May 27, 2021
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
Thursday Apr 29, 2021
3 Pros of the TSP in Retirement
Thursday Apr 29, 2021
Thursday Apr 29, 2021
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
Thursday Mar 25, 2021
3 Cons of the TSP in Retirement
Thursday Mar 25, 2021
Thursday Mar 25, 2021
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
Thursday Feb 25, 2021
3 Federal Employee Retirement Mistakes
Thursday Feb 25, 2021
Thursday Feb 25, 2021
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
Thursday Jan 28, 2021
Politics & Your Investments
Thursday Jan 28, 2021
Thursday Jan 28, 2021
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
Wednesday Dec 30, 2020
3 Strategies for Federal Employees Planning to Retire Soon
Wednesday Dec 30, 2020
Wednesday Dec 30, 2020
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
Tuesday Nov 24, 2020
A 5 Question Retirement Preparedness Quiz
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
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
Thursday Oct 29, 2020
What Specific Retirement Challenges Face Baby Boomers?
Thursday Oct 29, 2020
Thursday Oct 29, 2020
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
Thursday Sep 24, 2020
This One's On the House
Thursday Sep 24, 2020
Thursday Sep 24, 2020
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402