ForYourBenefit Radio Program

Listen live to ForYourBenefit each Monday morning at 10:05 EST on 1500 AM in the Washington DC metro area or online at Or, if you prefer, listen on your own schedule -- all shows are archived and available 24/7.

ForYourBenefit is NITP’s weekly radio show which features information and discussion on topics of interest to the Federal employee, including Federal Benefits, financial and retirement planning, and other issues.

Guests and topics change weekly –In 2015, our guests will help you plan and navigate through retirement issues and concerns.

May 30, 2016
Starting the Process of Financial Planning – Questions You May Consider Asking and What Information to Gather

This week on For Your Benefit, Joe Sullender, CFP, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors,  joins our how Bob Leins to discuss financial planning.

Financial Planning suggests a certain disciplined approach to investing with an eye to growth and a need for investing outside of in one’s career.

Our discussion today will focus on:

  • Is financial planning focused primarily on investing?
  • Considering your risk tolerance and when weighing growth, what should investors anticipate regarding safety in the short, medium and long term?
  • Opportunity for a less cautious investment philosophy utilizing dollar cost averaging.  Why you might consider this?  What does it mean?
  • Applying these to mid-career and pre-retirement phase of a career
  • Tips for preparing in advance of a meeting with your financial planner.  What to understand and what to bring.

For questions or comments, email us in advance at or call 202-465-3080 this coming Monday.  Program begins at 10:05 ET and questions are accepted between 10:20 AM and 10:55 AM.

June 6 , 2016 - Dave Redden, Federal Benefits Specialist will join Bob Leins to talk about ROTH accounts – TSP, IRA, or Both?

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ForYourBenefit Radio Show
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