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The Federal Retirement Podcast

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Rating
★★★★★
5
from
1 reviews
This podcast has
41 episodes
Language
English
Date created
2024/07/29
Latest episode
2026/09/08
Average duration
28 min.
Release period
36 days

Description

Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for federal employees approaching retirement. Hosted by David Raetz of Benchmark Financial Group, LLC. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process. Securities and Advisory Services offered through CreativeOne Securities, LLC, Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities, LLC are not affiliated. Located at 10975 Benson Dr, Ste 500, Overland Park, KS 66210.

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Check latest episodes from The Federal Retirement Podcast podcast


From Saver to Spender: Making the Most of Your TSP in Retirement
2026/09/08
You’ve spent years building your TSP – now what? Explore how to turn your retirement savings into a sustainable income stream while avoiding common mistakes that can impact your long-term financial security. --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | https://bfgkc.com LinkedIn |  /benchmark-financial-group-llc Facebook | /BenchmarkFinancialGroupLLC Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at [email protected]. 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Countdown to Retirement: The 6-Step Playbook for Federal Employees
2026/07/28
Retirement might be closer than you think! In this presentation, Benchmark Financial Group discusses federal employee benefits, how to review income and expenses, manage investments, and begin the retirement process. --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | https://bfgkc.com LinkedIn |  /benchmark-financial-group-llc Facebook | /BenchmarkFinancialGroupLLC Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at [email protected]. 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
When Should You Retire? Minimum Retirement Age? Age 60? Age 62?
2026/06/25
Choosing a federal retirement date is a major decision, and understanding how MRA, age 60, and age 62 affect eligibility and benefits can make the process clearer.In this presentation, Benchmark Financial Group discusses considerations you may want to review when evaluating your retirement timeline, such as: How your decisions affect decades of incomeEligibility and benefitsHow to get started on your retirement plan --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | ⁠https://bfgkc.com⁠ LinkedIn | ⁠https://www.linkedin.com/company/benchmark-financial-group-llc⁠ Facebook | ⁠https://www.facebook.com/BenchmarkFinancialGroupLLC⁠ Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at ⁠https://bfgkc.com⁠, calling 913.227.4224, or emailing David at [email protected]. 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Before You Retire: 3 Decisions That Can Impact Your Income For Life
2026/05/14
Retirement from federal service isn’t a single moment. It’s a series of decisions – and each one shapes your income, cash flow, and ultimately, more retirement confidence. In this presentation, David Raetz of Benchmark Financial Group discusses: - Choosing the Right Retirement Date - How to Bridge the Income Gap - Creating Your Retirement Paycheck - How to Get Started on Your Retirement Plan --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | https://bfgkc.com LinkedIn | https://www.linkedin.com/company/benchmark-financial-group-llc Facebook | https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at [email protected]. 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. #federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Your Federal Pension: The Foundation of a Confident Retirement Plan
2026/04/06
Learn how key retirement decisions can shape your monthly income, survivor benefits, and long-term retirement strategy. In this episode, David Raetz of Benchmark Financial Group discusses: FERS Pension & SupplementsRetirement Income SourcesSurvivor BenefitsHow to Get Started on Your Retirement Plan--------------------------------------------- Connect with Benchmark Financial Group: Website |  bfgkc.com LinkedIn | @benchmark-financial-group-llc Facebook | @BenchmarkFinancialGroupLLC Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at [email protected]. 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.
Navigating Market Volatility with TSP | Federal Retirement Planning
2026/03/12
Choosing your retirement date may seem like a small detail, but for federal employees, it can have a significant financial impact. In this video, David Raetz of Benchmark Financial Group, explains how to align your exit date for maximum benefits and minimal income disruption for a smooth transition into retirement. --------------------------------------------------------------- Connect with Benchmark Financial Group: Website | ⁠bfgkc.com⁠ LinkedIn | ⁠@benchmark-financial-group-llc⁠ Facebook | ⁠@BenchmarkFinancialGroupLLC⁠ Benchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at [email protected]. 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.
Timing Your Exit: Maximize Benefits & Minimize Gaps | Federal Retirement Planning
2025/12/29
Choosing your retirement date may seem like a small detail, but for federal employees, it can have a significant financial impact. In this podcast episode, David Raetz of Benchmark Financial Group explains how to align your exit date for maximum benefits and minimal income disruption for a smooth transition into retirement.---------------------------------------------------------------Connect with Benchmark Financial Group:Website | bfgkc.comLinkedIn | @benchmark-financial-group-llcFacebook | @BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at [email protected] 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.
Don't Retire Blind! 2026 Changes That Could Affect Federal Retirement
2025/12/01
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 [email protected] 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.
The Path to Federal Retirement: Navigating Key Steps & Timing
2025/11/03
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 [email protected]. 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
TSP Income Strategies
2025/10/06
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 [email protected]. 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
Ready to Retire? What To Do NOW To Get Ready
2025/09/03
Ready to plan your federal retirement? In this video, we break down the essential steps to prepare for your transition into retirement, ensuring your financial independence and security. From understanding your federal retirement process to strategizing your Thrift Savings Plan (TSP) withdrawals, we’ve got you covered. Learn how to verify your service computation dates, estimate your pension and FERS supplemental benefits, and create a smart TSP strategy tailored to your unique needs. We'll also guide you through evaluating survivor benefits and understanding key federal benefits to maximize your retirement income. ————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 orFacebook 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 [email protected]. 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
Ten Essential Questions Every Federal Employee Should Ask
2025/08/01
Benchmark Financial Group answers ten essential questions that every Federal employee should ask as they prepare for retirement. Learn how to choose the best retirement date, understand your federal pension, optimize annual and sick leave, and navigate the complexities of survivor benefits, TSP withdrawals, Social Security, and federal health insurance options.————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 orFacebook 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 [email protected] 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.#benchmarkfinancialgroup #planyourfederalretirement
Thrift Savings Plan Management: Navigating Retirement in Volatile Markets
2025/07/01
Benchmark Financial Group explores essential strategies for federal employees who need to optimize their Thrift Savings Plan (TSP), navigate volatile markets, and make informed decisions about traditional and Roth contributions. You’ll also learn about TSP contribution limits for 2025, the differences between G, F, C, S, and I funds, and how to create a strategic retirement income plan tailored to your needs. If you're a federal employee approaching retirement or looking for actionable advice on TSP and retirement income, this video is a must-watch. Ready to take the next step? Contact Benchmark Financial Group for a personalized consultation, and let us help you achieve your financial goals with confidence today. ———— 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. 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. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook: https://www.facebook.com/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 [email protected]. 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
How to End the Rate Race: Federal Retiree Common Questions
2025/06/02
Are you ready to retire as a federal employee? In this video, Benchmark Financial Group shares essential steps for federal employees to navigate their federal retirement process with confidence. From understanding federal benefits to planning your retirement income, this session covers critical topics like retirement paperwork timelines, federal pensions, processing delays, annuity payments, and managing TSP funds effectively for financial independence. Don't leave your financial future to chance. Contact Benchmark Financial Group today for personalized assistance and expert guidance on federal retirement and financial planning. Together, we’ll develop a plan to help you retire with peace of mind. ———— 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 of convenience 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 that 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 https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/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 [email protected]. 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.
Retirement Decisions: To Stay or To Walk Away?
2025/05/01
Unlock the secrets to maximizing your federal pension and retirement income with Benchmark Financial Group. In this comprehensive webinar, we dive into essential strategies for federal employees, exploring your FERS pension, TSP, Social Security, and how to align these benefits for a secure future. Learn about critical retirement milestones, cost-of-living adjustments, survivor benefits, and how to navigate early retirement options. Gain clarity on making informed decisions to achieve financial independence.Benchmark Financial Group offers expertise in federal retirement planning. Our customized analysis helps you create a financial strategy tailored to your unique goals, ensuring a smooth transition into retirement.Whether you're weighing the pros and cons of early retirement, looking to optimize your income streams, or planning for long-term financial security, this video is your guide. Ready to take control of your federal benefits and secure your financial future? Contact Benchmark Financial Group today for personalized assistance and start your journey toward retirement confidence.#tsp #socialsecurity #navigatingretirement #annuity #financialeducation————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 of convenience 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: https://www.linkedin.com/company/benchmark-financial-group-llc/Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠⁠#160⁠⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at [email protected] 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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