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.
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.
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…
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.
Host Bob Leins welcomes John Jilek, Certified Financial Planner to talk about how to approach financial planning in the new year.
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
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
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
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
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
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
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
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
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
Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions or call the show at 202-465-3080. Listen live here!