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
Retiring from Federal Service? Don't Skip These 5 Steps
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WHO ARE WE?
CD Financial helps federal employees and near-retirees create sustainable, tax-smart retirement income. Expect weekly strategies on 401K, FERS, TSP, Social Security timing, tax planning, and health-meets-wealth habits—clear, practical, compliant.
TIMESTAMPS
0:00 Last Year Before Federal Retirement Checklist
0:22 Two Federal Employees, Two Different Retirement Outcomes
0:46 Sick Leave Credit and Common FERS Retirement Mistakes
1:08 How to Review and Potentially Improve Your Federal Pension
1:43 Retirement Date Considerations for Federal Employees
2:12 FEHB, Medicare Part B, and Retirement Healthcare Decisions
3:13 Survivor Benefit Elections for Federal Employees
3:50 Free Federal Retirement Checklist and Next Steps
#FederalRetirement #FERSRetirement #FederalEmployees #RetirementChecklist #CDFinancial
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.