EPISODES

In episode 186 of The Federal Retirement Show, Val explains the why behind American Benefits Exchange and lays out key points to why you should get a benefits and retirement review done. Have questions about retirement planning or other financial topics? Connect with...

In episode 185 of The Federal Retirement Show, Val explains the key points to focus on if you’re nearing or about to enter retirement from government service. Have questions about retirement planning or other financial topics? Connect with Val and the topic could be...

Not all Lifecycle (L) Funds are created equal for every investor. In episode 184 of the Federal Retirement Show, Val explains how to properly review your TSP L-Fund, understand what it's invested in, and determine whether it still aligns with your retirement timeline,...

The G-Fund is often viewed as the safest option in the TSP, but could that safety be costing you long-term growth? In episode 183 of the Federal Retirement Show, Val first breaks down how the G-Fund works, its role in a retirement portfolio, and the hidden risks of...

Congratulations on your new federal career—but have you started thinking about retirement yet? In episode 182 of the Federal Retirement Show, Val discusses why your first years as a federal employee can have a lasting impact on your financial future. From...

Long-term care is one of the most important—and often overlooked—pieces of a successful retirement plan. In episode 180 of the Federal Retirement Show, Val explores why planning for long-term care matters, the potential financial impact of needing care later in life,...

Long-term care is one of the most important—and often overlooked—pieces of a successful retirement plan. In episode 180 of the Federal Retirement Show, Val explores why planning for long-term care matters, the potential financial impact of needing care later in life,...

In episode 179 of The Federal Retirement Show, Val protecting your financial capital, risk tolerance, and why pulling some money off the table could benefit your financial well-being in the long run. Have questions about retirement planning or other financial topics?...

In episode 178 of The Federal Retirement Show, Val explains survivor benefits, survivor-benefit plans versus FERS, and why Life Insurance could be the most optimal choice when planning for retirement. Have questions about retirement planning or other financial topics?...

In episode 177 of The Federal Retirement Show, Val explains the multiple reasons behind buying life insurance and leaving that to your family and how this process is a more financially lucrative than traditional assets allocation. Have questions about retirement...

In episode 176 of The Federal Retirement Show, Val takes a closer look at the financial strategies you need to adopt as a federal employee to make sure you have enough income in retirement. Have questions about retirement planning or other financial topics? Connect...

In episode 175 of The Federal Retirement Show, Val takes a closer look on the financial strategies you need to adopt as a federal employee to make sure you have enough income in retirement. Have questions about retirement planning or other financial topics? Connect...

In episode 174 of The Federal Retirement Show, Val tackles one of the biggest concerns for federal employees heading into retirement: Will your income last as long as you do? Val explores why a steady, reliable paycheck in retirement is essential for peace of mind and...

In episode 173 of The Federal Retirement Show, Val breaks down one of the most powerful — and often misunderstood — strategies in retirement planning: the Roth conversion. Starting with the basics, Val explains exactly what a Roth conversion is and how it works,...

In episode 172 of The Federal Retirement Show, Val documents a scenario with a recent client – a retired federal employee – and trying to eliminate their debt to ensure a smoother retirement portfolio. Have questions about retirement planning or other financial...

In episode 171 of The Federal Retirement Show, Val dives into critical yet often-overlooked aspects of planning a secure retirement for federal employees and their families by examining a common pitfalls: the failure to have a proper and up-to-date estate plan,...

In episode 169 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on another common mistake federal employees make when nearing retirement – neglecting to properly...

In episode 169 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on another common mistake federal employees make when nearing retirement – neglecting to properly...

In episode 168 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on another common mistake federal employees make when nearing retirement – unprepared to pay off...

In episode 167 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on a common mistake federal employees make when nearing retirement – making the wrong survivor...

In episode 166 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on a common mistake federal employees make when nearing retirement – skipping military buyback and...

In episode 165 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on a common mistake federal employees make when nearing retirement – failing to save and plan for a...

In episode 164 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on neglecting to understand of your TSP options available to you in retirement. Have questions...

In episode 163 of The Federal Retirement Show, Val continues the countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on mishandling and not properly maximizing TSP matching. Many federal employees carry Option B...

In episode 162 of The Federal Retirement Show, we continue our countdown of the most common (and costly) mistakes federal employees make—this week shining a spotlight on FEGLI Option B. Many federal employees carry Option B coverage for years without realizing how...

Many federal employees assume they’ll “figure it out later” when it comes to retirement—but later often comes with costly surprises. Val explores a 10-part series of the Top 10 retirement mistakes made by federal employees, and in part one he tackles one of the most...