The Catalog
Episode 21: Listener Questions – Balancing Retirement and Education
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
Episode 20: Value of a BRS Pension
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
Listener Question: Long-Term Care
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
Episode 18: Blended Retirement System Lump Sum
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
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
Episode 016 – Blended Retirement System (BRS) Overview
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
Episode 15: Mistakes to Avoid When Using the GI Bill
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
Episode 14: GI Bill Overview
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
Episode 13: Roth Vs Traditional Retirement Accounts Part 2 – Scenarios
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
Episode 12: Traditional Vs Roth Retirement Accounts
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:
Episode 11: 529 Accounts For College Savings
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
Episode 10: Survivor Benefit Program
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
Episode 9: Servicemembers Group Life Insurance (SGLI) and Life Insurance
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 8: Spending In Retirement
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 7: Budgeting for Ultimate 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))
Episode 6: Budgeting for Military Retirement
Episode 006 Budgeting for Military Retirement In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Importance of a Transition Budget (1:05)) Planning for
Episode 5: Budgeting Basics
Episode 005 Budgeting Basics In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Purpose of Budgeting (2:53) Analyze Current Spending (6:22) Prioritize Spending
Episode 4: Reducing Debt
Episode 4: Reducing Debt In this show, Mike and Amy discuss the number 3 most popular New Years’ Resolution - paying down debt. Mike and Amy cover: The US consumer
Episode 3: Saving More
Savings More In this show, Mike and Amy discuss the number 2 most popular New Years’ Resolution - 2nd only to fitness resolutions - Saving more. Mike and Amy cover:
Episode 2: 5 Uncommon Financial New Year Resolutions
5 Uncommon Financial New Years’ Resolutions In this show, Mike and Amy continue to discuss New Years’ Resolutions and five of the most UNCOMMON financial resolutions people may not know