Summary In this episode, Amy and Mike discuss the key themes and topics covered throughout the year, focusing on resolutions, financial planning complexities, education funding, retirement systems, and what

Summary In this conversation, Mike and Amy discuss essential financial planning strategies to consider as the year comes to a close. They cover topics such as maximizing retirement contributions,

Summary In this conversation, Amy and Mike discuss the complexities of Social Security claiming strategies for couples, using three Social Security case studies to illustrate different scenarios. They emphasize

In this conversation, Mike and Amy delve into the complexities of Social Security for couples and the different types of benefits as they pertain to couples. They discuss the two

Summary Amy and Mike talk about the complexities of Social Security Retirement Benefits, focusing on its significance for retirees, the intricacies of claiming benefits, and the impact of taxation. They

Summary In this episode, Mike and Amy address listener questions regarding financial planning for military families, focusing on the balance between retirement savings and education funding. In their answer to

Summary In this episode Amy and Mike discus the financial value of the Blended Retirement System (BRS) pension and how to determine how much more one would need to earn

Summary In this conversation, Amy and Mike discuss long-term care insurance and how to plan for long-term care. They explain the different types of insurance available, including traditional long-term

Podcast Show Notes & Transcript Summary In this conversation, Mike and Amy continue their 3-part series Blended Retirement System focusing on the lump sum payment option at retirement. Takeaways The

Blended Retirement System Continuation Pay In this episode Mike and Amy continue their series on the military’s Blended Retirement System focusing on the mid-career Continuation Pay. Takeaways Continuation pay is

Podcast Show Notes & Transcript Mike and Amy discuss the blended retirement system (BRS) and its components, including the pension, TSP match, and continuation pay. The BRS was implemented in

Podcast Show Notes & Transcript In this show Mike and Amy cover scenarios to effectively utilize the Post 9/11 GI Bill:  Mistakes to Avoid when splitting Post 9/11 GI Bill

Podcast Show Notes & Transcript In this show Mike and Amy cover an overview of the GI Bill primarily focusing on the Post 9/11 GI Bill:  History of the GI

Podcast Show Notes & Transcript In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using

In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover:

In this show, Mike and Amy the characteristics of 529s and how they might fit into your education funding goals. Mike and Amy cover:  The two types of 529 Accounts

In this show, Mike and Amy discuss the Survivor Benefit Program. They’ll cover: Purpose of the Survivor Benefit Program (SBP) (3:17) Overview of SBP (5:13) Decision Timeline (12:43) SBP and

In this show, Mike and Amy discuss Servicemembers Group Life Insurance (SGLI) and Life Insurance. They cover: SGLI Overview (2:12) How to calculate how much life insurance you might need

Episode 008 - Spending In Retirement In this show, Mike and Amy discuss various spending profiles in retirement.  A spending profile is a framework for how to think about retirement

Episode 007 Budgeting for Ultimate Retirement In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover:  Why budgeting for ultimate retirement is critical (1:22))