For Your Benefit Podcast Episodes Online

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For Your Benefit Podcast Episodes Online | Radio and Podcast

Episodes

21 episodes

ForYourBenefit Farewell

February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits...

52:19Feb 26, 2024

Estate 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...

52:33Feb 12, 2024

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...

52:32Feb 5, 2024

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...

53:31Jan 29, 2024

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...

50:09Jan 8, 2024

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...

52:22Nov 27, 2023

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...

53:03Oct 30, 2023

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...

52:26Oct 16, 2023

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...

52:28Oct 2, 2023

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...

53:25Sep 25, 2023

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...

51:59Aug 14, 2023

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...

43:22Aug 7, 2023

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...

52:13Jul 24, 2023

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...

52:41Jul 17, 2023

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...

48:38May 22, 2023

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...

52:23Apr 24, 2023

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...

49:54Mar 27, 2023

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...

52:29Mar 6, 2023

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...

52:28Feb 27, 2023

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...

52:25Feb 6, 2023

Financial Resolutions and How to Keep Them

Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whe...

52:41Jan 3, 2023