Federal Employees Retirement & Benefits Podcast by CD Financial
The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan.
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Federal Employees Retirement & Benefits Podcast by CD Financial
Latest Episodes
Federal Retirement Acronyms Explained: FERS, FEHB, FEGLI, CSRS, High-3 & More
Which acronym tripped you up the longest — FERS, FEGLI, SRS, or MRA? Drop it below 👇START HERE━━━━━━━━━━━━━━━Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/...
The Financial Vocabulary That Intimidates Retirees — Decoded (Roth, RMDs, Capital Gains)
Which term always messes with you — effective tax rate, backdoor Roth, cost basis, or RMDs? Write it below 👇START HERE━━━━━━━━━━━━━━━Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/6...
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$1M Saved But No Written Income Plan? Here's Your Problem
Most federal employees have a number in their head — "I'll retire at 62" — but a number is not a plan. Charles and Marcus break down what an actual written retirement income plan (the Charted Retirement Course) contains: income first, Social Se...
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Federal Retirement Mid-Year Check-In: Are You Still on Track to Retire within 5 Years?
1. High-3 & step increases — a step increase only lifts your High-3 for the time you're actually in it (stay ~3 years for full credit)2. TSP allocation — does it match your goals? Start taking risk off the table ~3 years out if you'll n...
The Mid-Year Federal Retirement Checklist Most Employees Skip (5 Things)
Show-notes summary:We're halfway through 2026 — the moment most federal employees realize they set retirement goals in January and haven't looked since. Charles and Marcus walk through five things to review now, not in December: k...
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