ForYourBenefit Farewell
February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits...
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For Your Benefit
Episodes
20 of 21 episodesEstate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death
February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your lo...
Finance review for the new year
February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review: Investment...
Survivor benefits: Their importance and how to ensure they are in place for your loved ones
January 29, 2024 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered...
Federal Benefits Updates for 2024
January 8, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. Topics include: Income COLA fo...
529 Plans and other strategies for paying for education
November 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®. Karen and Kai...
Health Care Directives
October 30, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about Health Care Directives. What is a Heal...
Cash Flow Planning and Debt Payoff Strategies
October 16, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. Our guest today will talk about cash flow planning and...
Preparing for the “What If’s” in Life
October 2, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Karen Schaeffer, CFP®, welcome Kay Bransford, Daily Money Manager, Profe...
FEHB and Taxes
September 25, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Counsel. On today’s program, Tom will discuss how Federal...
It’s National Make a Will Month – Let’s Get Started
August 14, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. In hon...
Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs
August 7, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®. The Basics: Roth IRA vs. Traditional IRA The Advanced: Rot...
Federal Retirement: Fact or Opinion?
July 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP. It seems that everyone has...
Don’t Let Your Investments Go On Vacation
July 17, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®. Justin will share tips to help ensure your investments are...
How Family Impacts Transitioning to Retirement
May 22, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Transition and Federal Benefits Specialist. There are many things...
Preparing for the Loss of a Parent, Spouse, or Other Family Member
April 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. On today’s program, Joel will talk about what to do afte...
Understanding the Medicare Program
March 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes David Santana, Health Insurance Specialist from the Centers for Medicare and...
Personal Insurances Overview
March 6, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®. There is a 100 percent chance we will all pass away some da...
When Can I Retire? Will I Have Enough Money?
February 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about questions to ask yourself before setting...
Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones
February 6, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered...