• Federal Employees Retirement & Benefits Podcast by CD Financial

  • De: Charles Dzama
  • Podcast

Federal Employees Retirement & Benefits Podcast by CD Financial

De: Charles Dzama
  • Resumen

  • The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan.

    Schedule your complimentary 15-minute phone call today! https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    © 2024 Federal Employees Retirement & Benefits Podcast by CD Financial
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Episodios
  • When to Hire a Financial Planner for Retirement? “the guys that got you here may not be the same ones to get you there”
    Sep 12 2024

    You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    "Financial security is not just about having enough; it’s about ensuring that your plan can weather the storms of life."

    Chapters
    0:00 - Podcast Introduction
    0:30 - Understanding the Importance of a Written Retirement Plan
    2:15 - Separating Assets for Income and Growth
    3:13 - Essential Tax Planning for Retirement
    6:45 - The Role of a Financial Planner in Retirement
    8:44 - Common Mistakes in Retirement Planning
    11:00 - The Value of a Fiduciary Advisor
    12:10 - Social Security Maximization Strategies
    13:23 - Real-Life Client Success Stories
    18:35 - How to Spot Gaps in Your Retirement Plan
    21:40 - Health Tip: The Power of Oregano Oil
    23:00 - Recap & Final Thoughts

    Connect with CD Financial for More Insights:

    Twitter: /CDFinancial_LLC
    Instagram: /CDfinancial.llc
    Facebook: /CDFinancialLLC
    LinkedIn: /cd-financial-llc
    Visit our Website https://cdfinancial.org/
    Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.

    Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    #RetirementPlanning #FinancialAdvice #InvestmentStrategy #401K #RetirementGoals #FinancialFreedom #WealthManagement #Podcast #HealthTip #FiduciaryAdvisor

    Support the show

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    23 m
  • TSP Heroes & Enemies
    Sep 10 2024

    You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    "Financial security isn't just about having more; it's about planning smarter and ensuring your future is as secure as your present."

    Chapters
    0:00 - Understanding the TSP Enemies
    2:15 - The Importance of 5% Funding
    3:13 - The Role of the G Fund
    6:45 - Balancing Your TSP Investments
    8:44 - Risks in Retirement Planning
    11:00 - The Stock Market's Impact on TSP
    12:10 - Avoiding Common TSP Mistakes
    13:23 - How to Be the Hero of Your TSP
    18:35 - Planning for Long-Term Growth
    21:40 - Health Tip: Balancing Financial and Physical Well-being
    23:00 - Recap and Key Takeaways

    Connect with CD Financial for More Insights:
    Twitter: /CDFinancial_LLC
    Instagram: /CDfinancial.llc
    Facebook: /CDFinancialLLC
    LinkedIn: /cd-financial-llc
    Visit our Website https://cdfinancial.org/

    Subscribe and Stay Updated:
    Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.

    Get More from CD Financial:
    Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
    Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

    #RetirementPlanning #TSP #401K #FinancialAdvice #InvestmentStrategy #podcast #financialadvice

    Support the show

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    4 m
  • Retire 10 Years Early With This One Weird Trick!
    Sep 5 2024

    You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    "Retirement isn't about the age you quit working; it's about the freedom to do what you love on your own terms."

    Chapters
    0:01 - Podcast Introduction
    0:30 - The Mindset Shift for Early Retirement
    2:15 - Breaking Down the Numbers
    3:13 - Key Strategies to Accelerate Your Retirement
    6:45 - Avoiding Common Pitfalls
    8:44 - The Role of Passive Income
    11:00 - How to Maximize Your 401(k) and IRA
    12:10 - Real-Life Case Study
    13:23 - Debunking Retirement Myths
    18:35 - Long-Term Wealth Management Tips
    21:40 - Health Tip: The Importance of Wellness in Retirement
    23:00 - Recap and Final Thoughts

    Connect with CD Financial for More Insights:
    Twitter: /CDFinancial_LLC
    Instagram: /CDfinancial.llc
    Facebook: /CDFinancialLLC
    LinkedIn: /cd-financial-llc

    Visit our Website https://cdfinancial.org/
    Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.
    Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation.
    https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
    Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company. Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. #RetirementPlanning #TSP #401K #FinancialAdvice #InvestmentStrategy #podcast #financialadvice

    Support the show

    Más Menos
    47 m

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