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Plan Your Federal Retirement

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Plan Your Federal Retirement

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Helping you understand your federal benefits and plan your Federal Retirement.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness. Endorsements, recommendations, or reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. No compensation was provided directly or indirectly to the promoter for the endorsement, recommendation, or review received.

10/29/2026

You retire.

Your annual leave gets paid out. There's suddenly a larger-than-normal amount sitting in your checking account.

And the plan is: “I'll just live off this until OPM finishes my retirement.”

Maybe. But I would rather see you create a system.

If you expect to need $X each month in retirement, consider moving that amount into your checking account on a schedule - almost like you're continuing to receive a paycheck.

Why?

Because you've spent 20, 30, maybe 40 years operating on a regular paycheck. Retirement doesn't mean you suddenly need to abandon a cash-flow system that's been working for decades.

And before reaching into the TSP or another retirement account to fill a temporary gap, understand the potential tax consequences.

That's exactly what is discussed in this podcast episode! Tune in now: https://zurl.co/HyUjq

Retirement is not just about accumulating money. It's about creating a thoughtful system for using it.

10/27/2026

What if the beneficiary listed on your TSP isn’t who you think it is?

Don't just assume your beneficiary information was updated. Verify what's actually on file.

In this episode, Floyd shares why federal employees should review beneficiary designations and estate-planning documents before retirement.

🎧 Listen to the full episode that will help you learn why estate planning deserves attention before you reach retirement. https://zurl.co/CmBaY

10/08/2026

Two federal employees can have the exact same TSP balance and be in completely different positions for retirement.

Why?

One may have a paid-off mortgage, a larger FERS pension, and lower monthly expenses.

The other may still have housing payments, plan to travel frequently, retire before Social Security begins, or need significantly more monthly income.

That’s why your retirement plan shouldn’t start with a headline telling you that you need $1 million, $1.5 million, or $2 million.

A better place to start?

How much will your life cost in retirement - and where will that income come from?

In this episode of the Plan Your Federal Retirement Podcast, we talk about how your FERS pension, Social Security, TSP, spending, taxes, inflation, and retirement goals work together to help determine your personal retirement number.

🎧 Listen to the full episode: https://zurl.co/B6QaQ

10/07/2026

Social Security at 62 or 70?

A break-even spreadsheet can help.

But what about your spouse? Longevity? Investment risk? Your FERS pension and TSP?

The Social Security decision may be about much more than math.

🎧 Listen to the full episode and read the article to learn what you should consider before choosing when to claim Social Security: https://zurl.co/4Tolo

09/29/2026

When every day feels like the weekend, do you think you’ll spend money differently?

Think about it. When you’re working, your weekdays have a set routine.

Then you retire.

You have more time to travel. More time to eat out. More time for hobbies. More time with family.

And potentially… more opportunities to spend money.

That’s why cash flow is so important in retirement.

Before you worry about where every retirement dollar will come from, take time to understand where your money is going.

You don't necessarily need to account for every penny. You need a system that helps you understand what retirement actually costs for you. That's what we're talking about in this week's episode.

🎧 https://zurl.co/z1R76

09/28/2026

Is a will enough for your estate plan?

For federal employees, there may be more to review, the TSP and FEGLI beneficiaries, powers of attorney, medical directives, and more.

And here's the part that's easy to overlook:

Don't just assume your beneficiary information was updated. Verify what's actually on file.

🎧 Listen to the full episode to learn what you may want to review before retirement. https://zurl.co/X2C2R

09/09/2026

Do federal employees really need $1 million to retire?

Maybe. Maybe not.

Your retirement number depends on much more than your TSP balance.

Your FERS pension, Social Security, spending, taxes, health care costs, retirement age, and the lifestyle you want can all affect how much you may actually need.

Tune in to today's FERS Federal Fact Check, and find out why retirement planning should begin with your expected income and spending, not a number from a headline.

🎧 Listen to the full episode: https://zurl.co/zaJwb

09/01/2026

Freedom in retirement usually comes down to one question: Can your cash flow support your life? What do you think matters more - portfolio size or income flow?

🎧 Full episode here >>> https://zurl.co/ZPrYv

08/31/2026

You retired. Your paycheck stopped. Now what?

One of the biggest changes when you retire from federal service isn’t just figuring out how to spend your extra free time.

It’s making sure you can pay your bills while OPM works on processing your retirement.

You might get a payout for your unused annual leave. You could start getting interim retirement payments. You may also have some savings set aside.

But here's the question: Do you actually have a plan for turning those different sources of money into your retirement paycheck?

In this episode of the Plan Your Federal Retirement Podcast, we're talking about the transition between your final federal paycheck and your finalized FERS pension and why cash flow is the heartbeat of retirement.

🎧 Listen to the full episode and start thinking about your retirement paycheck before your working paycheck disappears https://zurl.co/ZPrYv

06/23/2026

We often hear this question:
“If I contribute more to a retirement plan, will it reduce the FERS supplement penalty?”

Short answer: not necessarily.

The rules are based on earned income definitions tied to Social Security, not just tax strategies.
That’s why it’s important to understand:
• What income counts
• What doesn’t
• How timing and work decisions play a role

Get clarity before making your next move 👇
https://zurl.co/IW743

Address

3706 E. Meridian Loop, Wasilla, Alaska 99654
Anchorage, AK
99501

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 12pm

Telephone

(800) 337-7780

Website

http://www.plan-your-federal-retirement.com/

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