For Your Benefit
Channel Details
For Your Benefit
Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.
Recent Episodes
21 episodes
ForYourBenefit Farewell
February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director,...
Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death
February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your loved ones:<...
Finance review for the new year
February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review:
Investm...
Survivor benefits: Their importance and how to ensure they are in place for your loved ones
January 29, 2024 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered how much...
Federal Benefits Updates for 2024
January 8, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist.
Topics include:
Income
...
529 Plans and other strategies for paying for education
November 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®.
Karen and Kaitlin...
Health Care Directives
October 30, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about Health Care Directives.
What is a H...
Cash Flow Planning and Debt Payoff Strategies
October 16, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. Our guest today will talk about cash flow planning and debt pay...
Preparing for the “What If’s” in Life
October 2, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Karen Schaeffer, CFP®, welcome Kay Bransford, Daily Money Manager, Professional Fi...
FEHB and Taxes
September 25, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Counsel.
On today’s program, Tom will discuss how Federal empl...
It’s National Make a Will Month – Let’s Get Started
August 14, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. In honor of Nati...
Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs
August 7, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®.
The Basics: Roth IRA vs. Traditional IRA
T...
Federal Retirement: Fact or Opinion?
July 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP.
It seems that everyone has an o...
Don’t Let Your Investments Go On Vacation
July 17, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®.
Justin will share tips to help ensure your investments are wor...
How Family Impacts Transitioning to Retirement
May 22, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Transition and Federal Benefits Specialist.
There are many things to c...
Preparing for the Loss of a Parent, Spouse, or Other Family Member
April 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. On today’s program, Joel will talk about what to do after the sudd...
Understanding the Medicare Program
March 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes David Santana, Health Insurance Specialist from the Centers for Medicare and Medicaid...
Personal Insurances Overview
March 6, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®. There is a 100 percent chance we will all pass away some day. Life in...
When Can I Retire? Will I Have Enough Money?
February 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about questions to ask yourself before setting a retirem...
Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones
February 6, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered how much...
Financial Resolutions and How to Keep Them
Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whether it’...