Plan Your Federal Retirement Podcast Podcast Por Micah Shilanski & Tammy Flanagan arte de portada

Plan Your Federal Retirement Podcast

Plan Your Federal Retirement Podcast

De: Micah Shilanski & Tammy Flanagan
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Financial Planner and benefits professional discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 431 W 7th Ave Ste 100 Anchorage, AK 99501 (907) 278-1350 Economía Finanzas Personales
Episodios
  • #145 Longevity vs. Living Today: The Retirement Balancing Act You Should Know
    Feb 23 2026

    Retirement isn't just about making your money last, it's about using it wisely while you still can.

    In this episode of the Plan Your Federal Retirement podcast, Micah Shilanski, Wealth Advisor, is joined by his father, Floyd Shilanski, Wealth Advisor, to unpack one of the most complicated challenges federal employees face: balancing today's lifestyle with tomorrow's longevity.

    From distribution strategies and liquidity planning to housing decisions, aging in place, and preparing for unexpected large expenses, this conversation dives deep into what actually happens over a 30–40 year retirement. With decades of real-world client experience, Floyd shares stories that highlight why flexibility, intentional planning, and foresight are essential, not optional.

    If you're a pre-retiree or early retiree wondering how to enjoy retirement without becoming a burden or running out of money, this episode is for you.

    https://zurl.co/xFbFx

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    25 m
  • Social Security: The Bridge Strategy!
    Feb 23 2026

    Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common "David vs. Goliath" mindset that often leads independent advisors to dismiss larger firms' achievements and reveal how Edward Jones' strategic playbook can be adapted for independent practice success.

    Listen in as they explore the often-overlooked truth about building a thriving advisory practice: it's not just about working harder but working smarter with intentionality.

    https://zurl.co/r6F3t

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    28 m
  • Social Security: What YOU Need to Know
    Feb 18 2026

    Social Security headlines are everywhere, and much of what federal employees are hearing is confusing, incomplete, or flat-out wrong.

    In this episode of Plan Your Federal Retirement, Floyd Shilanski, Wealth Manager, cuts through the noise and explains what federal employees actually need to know about Social Security as retirement approaches.

    https://zurl.co/awQVP

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    9 m
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