Coming Up on ForYourBenefit

August 2, 2021: Finance and Estate Planning Lessons from the Pandemic

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney.  Karen and Megan will talk about what financial planners and lawyers specializing in estate planning have learned from the pandemic.

 Planning for incapacity is as important as planning for death.

  • Documents without conversation and conversation without documents is not enough.
  • Emergencies happen, but planning for them works.
  • The economy is not the stock market.
  • Rental real estate requires a strong plan and strong temperament.
  • Taking money from retirement plans is an expensive way to survive the pandemic.
  • How to keep emotions from steering us to bad decisions.

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

A Look Ahead

August 9, 2021:  Host Bob Leins welcomes Maureen Wilkin, Federal Benefits Specialist

Most Recent Past Shows

These and previous episodes are available on-demand.

July 26, 2021:  Checklist for Singles in Federal Service, with Michele Bollier, Federal Benefits Specialist

July 19, 2021:  2021 Federal Benefits Update, with Tammy Flanagan, Senior Benefits Director at NITP

July 12, 2021:  Managing Stress for a More Balanced Life, with Patti Hudson, Life Coach and Health Educator

July 5, 2021:  Detoxing the Mind & Body for Healthier Living, with Kari Utz-Wolsky, Nutrition and Conditioning Specialist, CFT, SPN, SSC (ISSA)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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ForYourBenefit , NITP’s weekly radio program, presents information and strategies to help the Federal worker plan and navigate the unique issues of each career stage.   Join us each week as our guests discuss topics of interest including Federal benefits, financial planning/literacy, retirement concerns, FEHB Open Season, the Thrift Savings Plan, and much more.