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Federal Employees Retirement & Benefits Podcast by CD Financial Federal Employees Retirement & Benefits Podcast by CD Financial Charles Dzama Mindset Matters w/ Jimmy Everetts Mindset Matters w/ Jimmy Everetts Jimmy Everetts The Sod Pod The Sod Pod Grassland Agro Success Secrets and Stories Success Secrets and Stories Host and author, John Wandolowski and Co-Host Greg Powell The Robin Seyr Podcast The Robin Seyr Podcast Robin Seyr Sharp Strategies Sweet Success Sharp Strategies Sweet Success Tifiny Swedensky The MuscleCar Place The MuscleCar Place Robert Kibbe Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte Podcast de Juan Ramón Rallo Podcast de Juan Ramón Rallo Juan Ramón Rallo Rob Black Show Rob Black Show Rob Black Capital, la Bolsa y la Vida Capital, la Bolsa y la Vida Capital Radio Getting Down to Business Getting Down to Business Getting Down to Business Tokenized Tokenized Fintech Brainfood & Dux Media The Cambridge Marketing Podcast The Cambridge Marketing Podcast LightBlueMedia The BarberShop with Shantanu The BarberShop with Shantanu The BarberShop with Shantanu The Josh Bersin Company The Josh Bersin Company Josh Bersin RSG Geldsake met Moneyweb RSG Geldsake met Moneyweb Moneyweb Radio The ExecMBA Podcast The ExecMBA Podcast UVA Darden School of Business ITM Trading Podcast ITM Trading Podcast The Daniela Cambone Show and Taylor Made Economics Economia Falada Economia Falada Ricardo Amorim AI-Driven Marketer: Master Practical AI Marketing Skills AI-Driven Marketer: Master Practical AI Marketing Skills Dan Sanchez Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Christopher H. Loo, MD-PhD We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) Favour Obasi-ike: Pinterest Marketing Expert and Technical SEO Genius Storage Unlocked Storage Unlocked Thaddeus Campbell The Bitcoin Treasuries Podcast with Tim Kotzman The Bitcoin Treasuries Podcast with Tim Kotzman Timothy Kotzman Outspoken Beauty Outspoken Beauty Nicola Bonn Pure Hustle Podcast Pure Hustle Podcast Pure Hustle Podcast 分享《富爸爸穷爸爸21世纪的生意》 分享《富爸爸穷爸爸21世纪的生意》 终身都要成长 On R'Dress Ça On R'Dress Ça Bristol Media Fisher Investments - Market Insights Fisher Investments - Market Insights Fisher Investments 赚钱认知|持续赚钱的心法 赚钱认知|持续赚钱的心法 甄琦学长 Einkommensinvestoren-Podcast Einkommensinvestoren-Podcast Anton Gneupel und Luis Pazos 40 nuances de Next 40 nuances de Next FeuilleBlanche Studio In it to Win it In it to Win it Steve Barton One Rental At A Time One Rental At A Time Michael Zuber Strategy Simplified Strategy Simplified Management Consulted The Thoughtful Entrepreneur The Thoughtful Entrepreneur Josh Elledge · UpMyInfluence.com & PodVerified.com
Federal Employees Retirement & Benefits Podcast by CD Financial

Negocios

Federal Employees Retirement & Benefits Podcast by CD Financial

Charles Dzama

$1M Saved But No Written Income Plan? Here's Your Problem

July 02, 2026 5:00pm 26 min

Most federal employees have a number in their head — "I'll retire at 62" — but a number is not a plan. Charles and Marcus break down what an actual written retirement income plan (the Charted Retirement Course) contains:...

Federal Retirement Mid-Year Check-In: Are You Still on Track to Retire within 5 Years?

June 30, 2026 7:00pm 7 min

1. High-3 & step increases — a step increase only lifts your High-3 for the time you're actually in it (stay ~3 years for full credit)2. TSP allocation — does it match your goals? Start taking risk off the table ~3 years...

The Mid-Year Federal Retirement Checklist Most Employees Skip (5 Things)

June 25, 2026 2:00pm 33 min

Show-notes summary:We're halfway through 2026 — the moment most federal employees realize they set retirement goals in January and haven't looked since. Charles and Marcus walk through five things to review now, not in D...

12 Retirement Income & Tax Terms Federal Employees Get Wrong (And It Costs Them)

June 23, 2026 5:00pm 14 min

Which of these terms confused you the most before today — Roth vs. Traditional, RMDs, or capital gains? Tell me below 👇Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df073962...

Federal Employee Roth Strategy — Why Susan Gained $80K Over Linda #casestudy

June 18, 2026 5:00pm 21 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Age 60 + Federal Pension + $1M Saved: The 5 Decisions Most People Get Wrong

June 16, 2026 6:00pm 7 min

Federal retirement planning at 60: if you're a year or two from retiring from federal service with a FERS pension, Social Security, and about $1M saved in your TSP, here are 5 decisions to make before you retire — so you...

Age 60 + Federal Pension + $1M — Now What?

June 11, 2026 4:00pm 23 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Are You Making This $80,000 TSP Mistake? - ROTH

June 09, 2026 7:00pm 6 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Retire This Year: The 4-Lane Roadmap

June 04, 2026 3:00pm 22 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

The G Fund Trap: Why Many Federal Employees Get It Wrong

June 02, 2026 6:00pm 6 min

Apply for a Retirement Consultation: https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employ...

The 7 Biggest FERS Mistakes We See Federal Employees Make

May 28, 2026 2:00pm 26 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Federal Retirement Mistakes: 7 FERS Pension Errors to Avoid Before You Sign

May 26, 2026 4:00pm 5 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

The Last Year Before Retirement: 5 Steps Every Federal Employee Must Follow

May 21, 2026 7:00pm 23 min

Apply for a Retirement Consultation: https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20📘 Federal Retirement Resources:Get the digital guidebook to retirement as a federal employe...

Retiring from Federal Service? Don't Skip These 5 Steps

May 19, 2026 6:00pm 4 min

Get the digital book at no cost to you here: https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/Want to work with Charles? Apply here: https://cdfinancial.org/schedule-a-meeting/Checklist Challenge...

Federal Employees: Some Are Dying With Too Much Money Left to Enjoy – Will You?

May 14, 2026 3:00pm 26 min

“Die with zero does not mean reckless spending. It means thinking intentionally about how to use your money for experiences, family, giving, and purpose while still protecting your retirement plan.”Get the digital book a...

Federal Employees: Are You Getting Shortchanged on COLA?

May 12, 2026 3:00pm 4 min

Federal employees may hear “COLA increase” and assume their retirement income keeps full pace with inflation, but under FERS, the cost-of-living adjustment can work differently than many expect. Before you retire, it is ...

TSP Rollover Mistakes That Cost Federal Employees Thousands

May 07, 2026 3:00pm 16 min

Most federal employees are told to roll over their TSP when they retire, but that decision should start with a better question: What is this money supposed to do for you in retirement? In this episode, we break down comm...

TSP 401k Strategy: Keep It or Move It? We've Tested Both

May 05, 2026 4:00pm 3 min

TSP vs 401(k) rollover strategy isn’t about where the money goes—it’s about what the money is meant to do.” Discover how to decide whether to keep or move your retirement accounts with a clear, purpose-driven plan.Get th...

Staying the Course in Retirement When the Market Drops

April 30, 2026 4:00pm 25 min

Get the digital book at no cost to you here: https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/Market corrections reveal whether you have investments or whether you have a retirement plan. If you ...

Federal Retirees: The Realistic Path to Lower Taxes in Retirement

April 28, 2026 5:00pm 3 min

Is a tax-free retirement actually possible for federal retirees with a pension—or is it one of the most misunderstood ideas in retirement planning?” This video breaks down how federal retirees can realistically reduce ta...

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