Financial Planning

  • How to prepare for a meeting with your financial advisor

    Host Bob Leins welcomes Joe Sullender, CFP®, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors to talk about making the most out of meeting with your financial advisor.

  • Divorce and tax planning for federal employees

    Hosts, Bob Leins and Tammy Flanagan, Senior Benefits Director at NITP, welcome Dan Jamison, CPA to talk about divorce and tax planning for Federal employees.

  • Financial literacy: Small changes that make a big difference

    Subscribe to For Your Benefit’s daily audio interviews on Apple Podcasts or PodcastOne. Insight by NITP, Inc April 9, 2018 – Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®.  In honor of Financial Literacy Month, Karen will…

  • Kickoff Financial Literacy Month

    Host Bob Leins welcomes Ray Kirk, Ph.D., Federal Benefits Specialist. During Financial Literacy Month we will look at the basics of “Financial Literacy (FL)” – what it is, why it is so important, and how being financially aware will enhance your daily, monthly and annual financial decisions.

  • Financial resolutions for the New Year

    Host Bob Leins welcomes John Jilek, Certified Financial Planner to talk about how to approach financial planning in the new year.

  • Early outs, buyouts: A financial perspective

    Join our host, Bob Leins, as he welcomes Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees, to talk about evaluating early outs and buyouts from a financial perspective. September 25, 2017

  • Planning for kids: What happens when I’m gone?

    Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees, and Megan Schaeffer, Estate Planning Attorney. July 31, 2017

  • Protect yourself against identity theft and its financial impact

    Bob Leins hosts Kristina E. M. Sturgis, CFP® CDFA™ Financial Advisor, NITP Seminar Presenter and Certified Financial Planner™ with Patterson and Associates, a financial advisory practice of Ameriprise Financial Services, Inc.

    May 22, 2017

  • Spring financial cleaning and planting new financial seeds

    Host Bob Leins and co-host John Elliott welcome John Jilek, Certified Financial Planner, to the studio. It’s Financial Literacy Month and what better time to get rid of some of the financial dust and cobwebs!

    April 17, 2017

  • Financial literacy: How to up your game!

    Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner, to the studio. Do you want to know how you can up your financial literacy game? Get tips on how to be your own best financial planner!

    April 10, 2017

  • Top 10 tips for improving financial literacy

    Host Bob Leins welcomes Raymond Kirk, Ph.D and Federal Benefits Specialist, to the studio to kickoff Financial Literacy Month and talk about his upcoming webinar and e-news.

    April 3, 2017

  • Financial Resolutions for 2017

    This week on ForYourBenefit, Bob Leins hosts Kristina E. M. Sturgis, CFP® CDFA™ Financial Advisor, NITP Seminar Presenter and Certified Financial Planner™ with Patterson and Associates to talk about 2017 financial resolutions and how to implement them.

    January 9, 2017

  • OPM: Your Personnel Office after Retirement – What to Know Now!

    Learn to understand the process of leaving employment and becoming an annuitant, decisions to make when planning to retire and OPM’s “personnel office” retirement services.

    December 26, 2016

  • IRA’s, ROTH’s and Inherited IRA’s

    Just about anyone with a earned income can take advantage of an Individual Retirement Account, but have you ever paid attention to the choices and wondered what’s right for you? September 12, 2016