328 Why FERS Survivor Annuity Election Is Important With Dan Jamison, CPA

Sound Retirement Planning Podcast

In this episode Jason interviews Dan Jamison, CPA and author of the FERS guide about why the FERS survivor annuity election is important.  We also discuss how to know if you are ready to retire, what is the difference between a deferred vs postponed annuity, premium conversion for FEHB, what can a federal employee or […]

327 When Can I Retire

Sound Retirement Planning Podcast

In this podcast episode Jason explores retirement income planning and the newest information available regarding the “Safe Withdrawal Rate”. Jason gives you 2 easy formulas to help you discover if you have saved enough to retire. Be sure to listen to the end to learn about a powerful retirement calculator that can make retirement planning […]

321 Spend To The End

Sound Retirement Planning Podcast

In this podcast episode Jason answers a listener question about making adjustments to the 4% withdrawal rule based on your age.  When is the 4% withdrawal rule applied?  Should you make an adjustment to the 4% withdrawal rule based on your age at retirement? Below are the articles and resources mentioned in this episode: Retirement […]