The Federal Retirement Podcast

Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for Federal Employees approaching retirement. It is hosted by David Raetz and Gary Raetz of Benchmark Financial Group, LLC located in Overland Park, KS. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process.

Don't Retire Blind! 2026 Changes That Could Affect Federal Retirement

In this presentation, Benchmark Financial Group provides an overview of the 2026 changes that can potentially impact your Federal Retirement. Changes impact TSP, taxes, Medicare, and more!————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.

12-01
17:30

The Path to Federal Retirement: Navigating Key Steps & Timing

In this presentation, Benchmark Financial Group provides an overview of the retirement process, including how to understand your benefits, when to apply for retirement and begin receiving benefits, and the importance of updating beneficiary forms. Additional key topics and helpful insights are also covered to help you navigate your retirement with confidence.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.#tsp #benchmarkfinancialgroup #planyourfederalretirement

11-03
25:41

TSP Income Strategies

In this presentation, Benchmark Financial Group discusses the various options available when managing TSP funds and how to create a strategy that best suits your retirement goals.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc Facebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.#tsp #benchmarkfinancialgroup #planyourfederalretirement

10-06
29:49

Ready to Retire? What To Do NOW To Get Ready

Ready to plan your federal retirement? In this video, we break down the essential steps to prepare for your transition into retirement, ensuring your financial independence and security. From understanding your federal retirement process to strategizing your Thrift Savings Plan (TSP) withdrawals, we’ve got you covered.Learn how to verify your service computation dates, estimate your pension and FERS supplemental benefits, and create a smart TSP strategy tailored to your unique needs. We'll also guide you through evaluating survivor benefits and understanding key federal benefits to maximize your retirement income.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc orFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.#tsp #benchmarkfinancialgroup #planyourfederalretirement

09-03
28:55

Ten Essential Questions Every Federal Employee Should Ask

Benchmark Financial Group answers ten essential questions that every Federal employee should ask as they prepare for retirement. Learn how to choose the best retirement date, understand your federal pension, optimize annual and sick leave, and navigate the complexities of survivor benefits, TSP withdrawals, Social Security, and federal health insurance options.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc orFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.#benchmarkfinancialgroup #planyourfederalretirement

08-01
38:41

Thrift Savings Plan Management: Navigating Retirement in Volatile Markets

Benchmark Financial Group explores essential strategies for federal employees who need to optimize their Thrift Savings Plan (TSP), navigate volatile markets, and make informed decisions about traditional and Roth contributions. You’ll also learn about TSP contribution limits for 2025, the differences between G, F, C, S, and I funds, and how to create a strategic retirement income plan tailored to your needs.If you're a federal employee approaching retirement or looking for actionable advice on TSP and retirement income, this video is a must-watch. Ready to take the next step? Contact Benchmark Financial Group for a personalized consultation, and let us help you achieve your financial goals with confidence today.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ orFacebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.#tsp #benchmarkfinancialgroup #planyourfederalretirement

07-01
19:20

How to End the Rate Race: Federal Retiree Common Questions

Are you ready to retire as a federal employee? In this video, Benchmark Financial Group shares essential steps for federal employees to navigate their federal retirement process with confidence. From understanding federal benefits to planning your retirement income, this session covers critical topics like retirement paperwork timelines, federal pensions, processing delays, annuity payments, and managing TSP funds effectively for financial independence.Don't leave your financial future to chance. Contact Benchmark Financial Group today for personalized assistance and expert guidance on federal retirement and financial planning. Together, we’ll develop a plan to help you retire with peace of mind.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ orFacebook at https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.

06-02
28:42

Retirement Decisions: To Stay or To Walk Away?

Unlock the secrets to maximizing your federal pension and retirement income with Benchmark Financial Group. In this comprehensive webinar, we dive into essential strategies for federal employees, exploring your FERS pension, TSP, Social Security, and how to align these benefits for a secure future. Learn about critical retirement milestones, cost-of-living adjustments, survivor benefits, and how to navigate early retirement options. Gain clarity on making informed decisions to achieve financial independence.Benchmark Financial Group offers expertise in federal retirement planning. Our customized analysis helps you create a financial strategy tailored to your unique goals, ensuring a smooth transition into retirement.Whether you're weighing the pros and cons of early retirement, looking to optimize your income streams, or planning for long-term financial security, this video is your guide. Ready to take control of your federal benefits and secure your financial future? Contact Benchmark Financial Group today for personalized assistance and start your journey toward retirement confidence.#tsp #socialsecurity #navigatingretirement #annuity #financialeducation————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: ⁠⁠⁠⁠⁠https://bfgkc.com/⁠⁠⁠⁠⁠LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠⁠#160⁠⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.comSecurities 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.

05-01
28:04

Maximizing Your Federal Benefits with a Fed-Focused Advisor

Discover how to maximize your federal pension like a pro with expert insights from Benchmark Financial Group 🚀. In this comprehensive discussion, tailored for federal employees, we cover essential strategies for retirement planning, optimizing federal benefits, and achieving financial independence. Learn how our specialized credentials, including the ChFEBC designation, empower us to create customized financial plans that address your unique needs. From understanding FERS pensions and survivor benefit options to managing TSP contributions and life insurance costs, this video breaks down the complexities of federal retirement. Whether you're mapping out income strategies or preparing for long-term financial stability, our federally focused advisors are here to guide you. Ready to take control of your federal retirement? Contact Benchmark Financial Group today for a personalized consultation, and let us help you secure your financial future with confidence. Don't wait—start planning smarter today!————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: ⁠⁠⁠⁠⁠https://bfgkc.com/⁠⁠⁠⁠⁠LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠⁠#160⁠⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.comSecurities 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.

04-01
17:33

Race to Retirement: OPM, Show Me the Money!

Maximize your federal retirement with expert tips for a smooth exit. Learn about the OPM retirement process, timelines for pension payments, and how to navigate the transition from federal employee to retiree. This video covers essential information on: - The timeline for receiving your first retirement check - Understanding interim pension payments - Dealing with the Office of Personnel Management (OPM) - Important documents and identification numbers for retirees - Managing health insurance, TSP, and other benefits in retirement Benchmark Financial Group's David Raetz, ChFEBC℠, shares valuable insights to help federal employees prepare for a successful retirement. With years of experience in federal benefits and retirement planning, our team offers customized analysis and strategies to maximize your financial independence. Don't leave your federal retirement to chance. Whether you're approaching your Minimum Retirement Age (MRA) or considering early retirement options, this video provides crucial information to help you make informed decisions. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠⁠⁠⁠https://bfgkc.com/⁠⁠⁠⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠#160⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities 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.

01-05
24:22

Race To Retirement Starts Now!

Benchmark Financial Group discusses the race to retirement and helps you get to know your benefits, determine what documents you need to get the process started and additional variables to consider. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠⁠⁠https://bfgkc.com/⁠⁠⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠⁠⁠#160⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠https://bfgkc.com⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities 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.

12-02
25:11

Benchmark's Value to Your Family

Benchmark Financial Group discusses the consideration of FERS retirement life events that may impact your decisions, such as divorce and legacy planning. They all talk about ongoing account management as you go through your retirement years. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠⁠https://bfgkc.com/⁠⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠⁠#160⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠https://bfgkc.com⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities 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.

11-11
18:50

The Unique Power of Your Federal Pension

Benchmark Financial Group discusses how your federal pension plays a key role in your retirement income planning. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠https://bfgkc.com/⁠ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., ⁠#160⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠https://bfgkc.com⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities 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.

10-01
23:11

Perils of Dying Without A Will

Benchmark Financial Group and Linda Marshall discuss what dying intestate means, what assets are affected by intestate succession laws, why a will is important, what happens when there is no valid will, and more. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at   / benchmark-financial-group-llc   or Facebook at   / benchmarkfinancialgroupllc   Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com Securities 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.

08-12
37:17

Generating Income From TSP

Learn more about the types of distribution options from TSP, the difference between traditional and Roth TSP options, and the types of TSP funds to invest in. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: ⁠https://bfgkc.com/⁠ LinkedIn at ⁠https://www.linkedin.com/company/benchmark-financial-group-llc/⁠ or Facebook at ⁠https://www.facebook.com/BenchmarkFinancialGroupLLC⁠ Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠https://bfgkc.com⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities 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.

07-01
24:10

Retirement Countdown: Timing is Everything!

Learn more about the timing of the retirement process, the forms you will need to familiarize yourself with, and the key milestones within the process to be aware of. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities 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.

06-10
36:14

How much will my FERS benefits pay me in retirement?

Identify all the income sources that will make up your income as a retiree. Benchmark helps you analyze the numbers and determine what deductions go away in retirement and will help you craft a plan to meet your financial goals. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities 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.

05-17
31:41

Benchmark's Value to You...The Retiree

Learn how Benchmark can help guide you throughout the entire retirement process from gathering the correct documents to building out a plan to meet your financial goals. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities 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.

04-03
33:57

Getting Your Ducks in a Row for Retirement

Understand and get to know the main pillars of income in retirement, as well as how your financial income changes and compares to working full-time versus retirement.  ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities 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.

03-04
35:04

Retirement Choices and Decisions

Learn how to navigate the different pillars of income in retirement, including pension, TSP, and Social Security. Understand your FEGLI options, and view income comparisons while employed vs. in retirement. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities 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.

01-02
31:47

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