In episode 171 of The Federal Retirement Show, Val dives into critical yet often-overlooked aspects of planning a secure retirement for federal employees and their families by examining a common pitfalls: the failure to have a proper and up-to-date estate plan, explore how implementing the right estate planning strategies can effectively secure your assets—protecting your legacy, minimizing probate issues, ensuring your wishes are honored, and providing peace of mind for your loved ones, and Social Security election and timing. From understanding optimal claiming ages to navigating spousal and survivor benefits, Val breaks down key considerations that can significantly impact your lifetime income under FERS (or CSRS Offset).

Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

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Listen to Previous Episodes: 

https://federalretirementshow.com/podcasts/

Subscribe to the show’s YouTube channel:

www.youtube.com/@americanbenefitsexchange

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Connect with Val:

Phone --- (512) 582-6050

Email --- vmajewski@thinkabx.com

American Benefits Exchange --- thinkabx.com

Federal Retirement Show --- federalretirementshow.com/podcasts

LinkedIn --- https://www.linkedin.com/company/american-benefits-exchange/

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About American Benefits Exchange:

American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets.

American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.

 

In episode 171 of The Federal Retirement Show, Val dives into critical yet often-overlooked aspects of planning a secure retirement for federal employees and their families by examining a common pitfalls: the failure to have a proper and up-to-date estate plan, explore how implementing the right estate planning strategies can effectively secure your assets&mdash;protecting your legacy, minimizing probate issues, ensuring your wishes are honored, and providing peace of mind for your loved ones, and Social Security election and timing. From understanding optimal claiming ages to navigating spousal and survivor benefits, Val breaks down key considerations that can significantly impact your lifetime income under FERS (or CSRS Offset).
Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
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Listen to Previous Episodes: 
<a href="https://federalretirementshow.com/podcasts/">https://federalretirementshow.com/podcasts/</a>
Subscribe to the show&rsquo;s YouTube channel:
<a href="http://www.youtube.com/@americanbenefitsexchange">www.youtube.com/@americanbenefitsexchange</a>
---
Connect with Val:
Phone --- (512) 582-6050
Email --- <a href="mailto:vmajewski@thinkabx.com">vmajewski@thinkabx.com</a>
American Benefits Exchange --- <a href="https://www.youtube.com/redirect?event=channel_description&amp;redir_token=QUFFLUhqblMxYnAyU1ZubDVqRzg3WlFnUTlwc1RRRG45QXxBQ3Jtc0treEdrTzhkM1BMNmcxZjlXcW12ME1tZW5tTm4zYUxKajI2NTkwNHltT2pOd21xWXBDbUxJQnYxT252ZkRBcXU1MEE4allvdTQwNk44dkxrYmZZVW5XN2x4SzFqRjc4UWNPYkRwaFVwazRxQ1NhVHBsNA&amp;q=http://thinkabx.com/">thinkabx.com</a>
Federal Retirement Show --- <a href="https://www.youtube.com/redirect?event=channel_description&amp;redir_token=QUFFLUhqbWp0VXdRcDhYeFJ1YnFabmt3bTd2ZVR3RXA2d3xBQ3Jtc0trU29OeXZ2bU5sQzRkdmh4MlUtSEt3NnVjZ3VFSE1uR1VHTDNWNjl4cGV5V3J0T21hUkU0ODdhT1NrdERNOWVScXptN2FoQ1J6Z2Q5MDRwb0psRm8wejQwMWh5NjE0WGgyVjc5dFFVRUpUU2hDX2tGOA&amp;q=https://federalretirementshow.com/podcasts/">federalretirementshow.com/podcasts</a>
LinkedIn --- <a href="https://www.linkedin.com/company/american-benefits-exchange/">https://www.linkedin.com/company/american-benefits-exchange/</a>
---
About American Benefits Exchange:
American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets.
American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.
&nbsp;

The Federal Retirement Show is the only podcast and web series exclusively dedicated to helping federal employees and their families plan for retirement and reach financial freedom.

American Benefits Exchange specializes in providing solid financial solutions to federal, postal and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and expert knowledge to support these niche markets.

Learn more: thinkabx.com/find-an-agent-or-get-a-quote

The Federal Retirement Show is the only podcast and web series exclusively dedicated to helping federal employees and their families plan for retirement and reach financial freedom.
American Benefits Exchange specializes in providing solid financial solutions to federal, postal and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and expert knowledge to support these niche markets.
Learn more: <a href="https://thinkabx.com/find-an-agent-or-get-a-quote/">thinkabx.com/find-an-agent-or-get-a-quote</a>

The Federal Retirement Show

The Federal Retirement Show is a podcast and web series dedicated to helping federal employees and their families plan for retirement and reach financial freedom.

American Benefits Exchange specializes in providing solid financial solutions to federal, postal and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and expert knowledge to support these niche markets.

Learn more: FederalRetirementShow.com

The Federal Retirement Show is a podcast and web series dedicated to helping federal employees and their families plan for retirement and reach financial freedom.
American Benefits Exchange specializes in providing solid financial solutions to federal, postal and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and expert knowledge to support these niche markets.
Learn more: <a href="https://federalretirementshow.com/">FederalRetirementShow.com</a>