Life begins at retirement

August 25, 2014 — This week on For Your Benefit, join our host, Bob Leins, as he welcomes Thomas Lee, CFP, and Daniel Sipe, financial planner and branch manager of Lee, Sipe, and Associates, in Rockville, MD.

In the late 80’s, Sipe founded Serving Those Who Serve, advising and working with members of the federal Senior Executive Service in Maryland, Virginia and DC.

Lee’s areas of interest include financial planning, wealth accumulation, estate analysis and conservation, retirement planning, and charitable planning.

Today, they talk about financial planning and what you need to consider when you’re looking at retirement and will your financial decisions hold up throughout retirement. Will there be an estate to leave to your heirs?


Topics include:

  • What is a common first impression of an individual’s financial position relative to retirement that needs to be addressed?
  • What, as a generalization, does an individual need to address financially beginning mid-career?
  • What reactions both positive and negative do clients have when their short comings are discussed?
  • What are reasons to transfer funds from the TSP to a Traditional IRA?
  • If “strategy” is included as the fourth leg of the three-legged stool of retirement, what strategy should our listeners consider?