Join Jeff Roediger and financial expert Bryant Stone in their review of Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies." here they discuss the crucial role of mindset and motivation in the financial success of federal employees. This interview covers holistic financial planning, including retirement options and tax implications, outlines four traps for unprepared federal retirees, such as taxes on distributions and state tax liabilities, and common mistakes, like misunderstanding insurance premiums and investment options. Bryant stresses the importance of annual check-ins with an advisor for evaluating and adjusting retirement plans, underscoring the proactive approach needed for financial well-being in the federal service.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
Bryant.Stone@toprankadvisors.com
(919) 300-5870
Join Jeff Roediger and financial expert Bryant Stone in their review of Chapter 3 of The Informed Fed, "Earn While You Learn Philosophies." here they discuss the crucial role of mindset and motivation in the financial success of federal employees. This interview covers holistic financial planning, including retirement options and tax implications, outlines four traps for unprepared federal retirees, such as taxes on distributions and state tax liabilities, and common mistakes, like misunderstanding insurance premiums and investment options. Bryant stresses the importance of annual check-ins with an advisor for evaluating and adjusting retirement plans, underscoring the proactive approach needed for financial well-being in the federal service.
To order the book: https://a.co/d/gdQclm6
To schedule a consultation with Bryant Stone: https://go.oncehub.com/consultation3
For additional resources for the federal employee, visit www.myfeduniversity.com
Bryant.Stone@toprankadvisors.com
(919) 300-5870