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The Federal Retirement Podcast
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The Federal Retirement Podcast

Author: 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. Hosted by David Raetz of Benchmark Financial Group, LLC. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process.

Securities and Advisory Services offered through CreativeOne Securities, LLC, Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities, LLC are not affiliated.

Located at 10975 Benson Dr, Ste 500, Overland Park, KS 66210.
41 Episodes
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You’ve spent years building your TSP – now what? Explore how to turn your retirement savings into a sustainable income stream while avoiding common mistakes that can impact your long-term financial security.---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn |  /benchmark-financial-group-llcFacebook | /BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at [email protected] 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.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Retirement might be closer than you think! In this presentation, Benchmark Financial Group discusses federal employee benefits, how to review income and expenses, manage investments, and begin the retirement process.---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn |  /benchmark-financial-group-llcFacebook | /BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at [email protected] 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.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Choosing a federal retirement date is a major decision, and understanding how MRA, age 60, and age 62 affect eligibility and benefits can make the process clearer.In this presentation, Benchmark Financial Group discusses considerations you may want to review when evaluating your retirement timeline, such as:How your decisions affect decades of incomeEligibility and benefitsHow to get started on your retirement plan---------------------------------------------------------------Connect with Benchmark Financial Group:Website | ⁠https://bfgkc.com⁠LinkedIn | ⁠https://www.linkedin.com/company/benchmark-financial-group-llc⁠Facebook | ⁠https://www.facebook.com/BenchmarkFinancialGroupLLC⁠Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at ⁠https://bfgkc.com⁠, calling 913.227.4224, or emailing David at [email protected] 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.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Retirement from federal service isn’t a single moment. It’s a series of decisions – and each one shapes your income, cash flow, and ultimately, more retirement confidence.In this presentation, David Raetz of Benchmark Financial Group discusses:- Choosing the Right Retirement Date- How to Bridge the Income Gap- Creating Your Retirement Paycheck- How to Get Started on Your Retirement Plan---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn | https://www.linkedin.com/company/benchmark-financial-group-llcFacebook | https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at [email protected] 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.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Learn how key retirement decisions can shape your monthly income, survivor benefits, and long-term retirement strategy.In this episode, David Raetz of Benchmark Financial Group discusses:FERS Pension & SupplementsRetirement Income SourcesSurvivor BenefitsHow to Get Started on Your Retirement Plan---------------------------------------------Connect with Benchmark Financial Group:Website |  bfgkc.comLinkedIn | @benchmark-financial-group-llcFacebook | @BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at [email protected] 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.
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