- Top high-impact items that can help federal employees develop a sturdy financial plan. Also – Katelyn reviews the best (and WORST) accounts for inheritances.
The Fed15 Podcast (Ep. 41): Top 5 Things You Need for a Federal Financial Plan
Dan shares some fun stories from his recent Atlantic City trip. Then he goes over the top 5 things that are crucial in developing a robust plan for your federal retirement. Prioritizing your pension, TSP planning, and more!
What are the worst accounts to leave to your heirs? Katelyn’s got you covered. Then, she’ll review what some of the BEST accounts are for inheritances – and go into the details as to why.
***DISCLAIMER – THIS IS NOT FINANCIAL ADVICE***
The Fed15 podcast is presented by Serving Those Who Serve, a fiduciary, fee-based financial planning firm based serving federal government employees and retirees all over the country.
This podcast is presented for information and entertainment only and is not intended to be taken as financial advice. All listeners should consult their personal advisors before taking any action. The opinions expressed therein are not the opinions of Raymond James or Serving Those Who Serve.
Podcast: Federal Financial Plan