FERS 101 Podcast artwork

FERS 101 Podcast

2 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 1 rating

Welcome to the FERS 101 Podcast. This is a show devoted to retirees and near-retirees in the federal retirement system. We'll cover a wide range of topics such as federal health insurance, medicare, social security filing strategies, ALL with the aim of reducing your tax bill and helping you retire in comfort. Check out our website at www.bfpadvisors.com for videos, articles, and even more content to help you live your best life!

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Episodes

What is Social Security?

January 03, 2023 20:00 - 5 minutes - 3.7 MB

Social Security currently pays out more than $1 trillion each year to it's beneficiaries, but people still struggle with questions, such as: -When should I file? -Isn't the system running out of money? -How will collecting affect my taxes and due to income from my TSP or FERS annuity? Let's dive into the history! This podcast is for educational purposes. Beyond Financial Planning, LLC is a registered investment advisor. We are passionate about helping families 50 and over navigate the fede...

Can I delay filing for Medicare?

November 02, 2021 14:00 - 5 minutes - 4.16 MB

Every year, millions of retirees and near-retirees become eligible for Medicare benefits, but the complex requirements can make it hard to navigate this system. We will go over a hypothetical situation that FERS retirees run into on a regular basis. This podcast is for educational purposes. Beyond Financial Planning, LLC is a registered investment advisor with a passion for families 50 and over in the federal retirement system. We work closely with clients to optimize their federal and reti...