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
Took the DRP… Now What? Your Options Explained
TSP FREE GUIDE: https://cdfinancial.org/TSP-free-guide/ You don’t need to work longer; you just need a better plan. Start your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Retirement isn't about leaving work; it's about stepping into financial freedom with confidence."
Chapters
0:00 - Podcast Introduction - Understanding the Deferred Retirement Process
1:03 - How Different Agencies Handle Retirement Requests - Key Deadlines You Should Know
2:01 - Submitting Your SF 3107: What You Need to Know
3:17 - Survivor Benefits: The Critical Choice You Can’t Ignore - Maximizing Your Social Security Payout
3:50 - How to Bulletproof Your Retirement Plan - Longevity and Financial Planning
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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.