In this conversation, Amy and Mike discuss the complexities of healthcare options available to military retirees. They explore various TRICARE plans, including TRICARE for Life and TRICARE Reserve Retiree, and

This conversation delves into the complexities of military healthcare, focusing on TRICARE options available to active duty and reserve members, as well as their families. The discussion covers TRICARE Prime,

Summary In this conversation, Amy interviews Mike, exploring his background, military career, transition to civilian life, and journey into financial planning. Mike shares insights on his experiences in the Air

Summary This conversation provides an in-depth overview of the new Flexible Spending Account (FSA) program being introduced by the Department of Defense (DOD) for military service members. The hosts discuss

Summary In this episode, Mike interviews Amy, exploring her journey from a military career to becoming a financial advisor. They discuss her background, the transition from military to civilian

Summary In this podcast episode, Paul Allen from PIM Tax Services shares his journey into the tax preparation business, focusing on the unique tax needs of military families. He

Summary In this conversation, Mike and Amy discuss essential questions to consider when hiring a financial professional. They delve into fiduciary duty, fee models, investment philosophies, the importance of specialization,

Summary In this conversation, Mike and Amy delve into the intricacies of financial planning, emphasizing that it is a continuous process rather than a one-time event. They discuss the

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 to

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