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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
Resignation Accepted – What Retirement Elections Do I Make Now?
You don’t need to work longer; you just need a better plan. Schedule a 15-min call for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
What to expect now that you accepted the offer?
How & can I proceed forward?
What retirement elections do I have to make?
What happens to my Sick & Annual Leave?
Retirement: https://www.opm.gov/forms/pdf_fill/sf3107.pdf
Chapters
0:00 Introduction
4:57 Deferred Retirement Process
9:57 Health Insurance Considerations
14:56 Survivor Benefits and Life Insurance
18:56 Understanding Life Insurance Options
20:42 Navigating Tax Implications in Retirement
22:13 Managing Annual and Sick Leave Benefits
25:16 Embracing Retirement with Confidence
27:27 Staying Active and Engaged in Retirement
32:10 Hesslth Tip: Exploring Your Surroundings and Opportunities
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.