For Your Benefit

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement.

LATEST EPISODE

For Your Benefit

It's Tax Day - What's in Your Wallet?

Host Bob Leins, CPA welcomes Joel Cundick, CFP and seminar presenter for NITP to talk about taxes.
00:52:36 4/14/2019

Past Episodes

Hosts Bob Leins and Karen Schaeffer, CFP, welcome Ravi Deo, Executive Director, and Kim Weaver, Director of External Affairs of the Federal Retirement Thrift Investment Board to the studio.
00:52:59 4/7/2019
Host Bob Leins, CPA welcomes Ray Kirk, Ph.D., Federal Benefits Specialist, NITP. April is Financial Literacy Month and since today is April Fools' Day, our hosts will test your knowledge on the basics of being financially literate. Making informed financial decisions is important. Can you tell the difference between the facts and "April Fools"?
00:52:19 3/31/2019
Host Bob Leins, CPA and co-host Bob Braunstein, Federal Benefits Specialist at NITP, welcome Theresa Brownson and Darnetta Bascomb, Senior Medicare Patrol Project, AARP Legal Counsel for the Elderly.
00:52:55 3/25/2019
Host Bob Leins, CPA and co-host John Elliott, Federal Benefits Specialist, NITP, welcome Lester Austin, Retired Senior Public Affairs Specialist with the Social Security Administration.
00:53:00 3/17/2019
Host Bob Leins, CPA welcomes Greg Wagner, CFP.
00:52:54 3/10/2019
Host Bob Leins, CPA welcomes Patti Hudson, Life Coach and Health Educator.
00:52:54 3/3/2019
Host Bob Leins, CPA welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA), and John Jilek, Certified Financial Planner.
00:52:36 2/24/2019
Host Bob Leins, CPA welcomes Karen Schaeffer, CFP for a discussion about: What did we learn from the partial government shut down? How can Fed employees prepare for the possibility of another? How is the new tax law affecting financial planning decisions - Roth versus Traditional contribution decisions - Adjusting w/holdings What are Qualified Charitable distributions and who should take advantage of them? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:57 2/17/2019
Host Bob Leins, CPA welcomes Karen Schaeffer, CFP for a discussion about: * What did we learn from the partial government shut down? * How can Fed employees prepare for the possibility of another? * How is the new tax law affecting financial planning decisions o Roth versus Traditional contribution decisions o Adjusting w/holdings * What are Qualified Charitable distributions and who should take advantage of them? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:57 2/17/2019
Host Bob Leins, CPA welcomes Josh Huder, Ph.D., to the studio to discuss the 116th Congress. Josh is a Senior Fellow at The Government Affairs Institute at Georgetown University, a non-profit organization dedicated to educating Federal employees about Congress and its operation.
00:52:45 2/10/2019

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