The Federal Retirement Podcast Podcast Por Benchmark Financial Group LLC arte de portada

The Federal Retirement Podcast

The Federal Retirement Podcast

De: Benchmark Financial Group LLC
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Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for Federal Employees approaching retirement. It is hosted by David Raetz and Gary Raetz of Benchmark Financial Group, LLC located in Overland Park, KS. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process.Benchmark Financial Group, LLC Economía Finanzas Personales
Episodios
  • Don't Retire Blind! 2026 Changes That Could Affect Federal Retirement
    Dec 1 2025

    In this presentation, Benchmark Financial Group provides an overview of the 2026 changes that can potentially impact your Federal Retirement. Changes impact TSP, taxes, Medicare, and more!————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.

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    18 m
  • The Path to Federal Retirement: Navigating Key Steps & Timing
    Nov 3 2025

    In this presentation, Benchmark Financial Group provides an overview of the retirement process, including how to understand your benefits, when to apply for retirement and begin receiving benefits, and the importance of updating beneficiary forms. Additional key topics and helpful insights are also covered to help you navigate your retirement with confidence.

    ————

    Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

    Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc

    Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.

    Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.

    #tsp #benchmarkfinancialgroup #planyourfederalretirement
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    26 m
  • TSP Income Strategies
    Oct 6 2025

    In this presentation, Benchmark Financial Group discusses the various options available when managing TSP funds and how to create a strategy that best suits your retirement goals.

    ————

    Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

    Follow Benchmark Financial Group:

    • Website: https://bfgkc.com/
    • LinkedIn at / benchmark-financial-group-llc
    • Facebook at / benchmarkfinancialgroupllc


    Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.

    Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.

    #tsp #benchmarkfinancialgroup #planyourfederalretirement

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    30 m
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