Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
231 episodes
2 days ago
👉 FREE Retirement Planning Guide + Checklist: https://cdfinancial.org/tsp%20free%20guide/ FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Are you truly retirement ready — financially secure, lifestyle-aligned, and prepared for life after work? Learn the key retirement planning questions and readiness checklist every pre-retiree should ask to avoid blind spots and achieve confidence in retirement. Socials: Instagram: https://instagram.com/cdf...
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👉 FREE Retirement Planning Guide + Checklist: https://cdfinancial.org/tsp%20free%20guide/ FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Are you truly retirement ready — financially secure, lifestyle-aligned, and prepared for life after work? Learn the key retirement planning questions and readiness checklist every pre-retiree should ask to avoid blind spots and achieve confidence in retirement. Socials: Instagram: https://instagram.com/cdf...
High Earners Might Be Missing This 2026 Catch-Up Opportunity
Federal Employees Retirement & Benefits Podcast by CD Financial
27 minutes
1 month ago
High Earners Might Be Missing This 2026 Catch-Up Opportunity
In this episode of the CD Financial Podcast, Chuck D and Marcus C delve into the implications of the new Secure Act 2.0, particularly focusing on catch-up contributions to retirement accounts. They discuss the differences between Roth and traditional contributions, the tax implications of forced Roth contributions, and the concerns that high earners may have regarding their tax bills. The conversation also touches on the challenges of payroll setup for federal employees and the perceived unfa...
Federal Employees Retirement & Benefits Podcast by CD Financial
👉 FREE Retirement Planning Guide + Checklist: https://cdfinancial.org/tsp%20free%20guide/ FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Are you truly retirement ready — financially secure, lifestyle-aligned, and prepared for life after work? Learn the key retirement planning questions and readiness checklist every pre-retiree should ask to avoid blind spots and achieve confidence in retirement. Socials: Instagram: https://instagram.com/cdf...
