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Federal Employees Retirement & Benefits Podcast by CD Financial Federal Employees Retirement & Benefits Podcast by CD Financial Charles Dzama WW – William Waack WW – William Waack CNN Brasil IQpotenciado IQpotenciado Sam Christ The Soccer Business Podcast The Soccer Business Podcast Simon Evans L'éco and You L'éco and You RTL Finanslunsj Finanslunsj Finans Norge Happier At Work: Leadership, Culture, Performance Happier At Work: Leadership, Culture, Performance Aoife O'Brien Libros para Emprendedores Libros para Emprendedores Luis Ramos BiggerPockets Money Podcast BiggerPockets Money Podcast BiggerPockets MENTOR360 MENTOR360 Luis Ramos Living the Dream with Curveball Living the Dream with Curveball curveball El Club de Inversión podcast El Club de Inversión podcast El Club de Inversión Framtidens E-Handel Framtidens E-Handel Björn Påhlman Spenger Tu Marca Personal Tu Marca Personal Luis Ramos Habit Chess Podcast Habit Chess Podcast Misbah Haque Pharma and BioTech Daily Pharma and BioTech Daily Pharma and BioTech News Empty Nest Full Pockets Podcast Empty Nest Full Pockets Podcast Matt Meline, CFP Nose to Tail by Jet Midwest Nose to Tail by Jet Midwest Jet Midwest Digimasters Shorts Digimasters Shorts Adam Nagus, Carly Wilson SEO for Established Entrepreneurs: The Basic B SEO for Established Entrepreneurs: The Basic B Brittany Herzberg | SEO Coach & Lead Gen Strategist Lead with Confidence Lead with Confidence JP Warren Managing Care Quality Managing Care Quality Lesley Shaw The Affluent CEO Show: She didn't build the wrong life. She just built it as the wrong woman. The Affluent CEO Show: She didn't build the wrong life. She just built it as the wrong woman. Yuliana Francie Dangerous Conversations w/Doug Gilbert and Tommy Rich Dangerous Conversations w/Doug Gilbert and Tommy Rich Retro Wrestling Archive Podcasts Business As Usual | City AM Business As Usual | City AM City AM Free Cities Podcast Free Cities Podcast Timothy Allen Culture IA Culture IA BFM Business Simply Put Simply Put Will Compernolle L’Edito de Raphael Legendre L’Edito de Raphael Legendre BFM Business Noticias Marketing Noticias Marketing Borja Girón UBC News World UBC News World David Steward Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Good Morning Mercati Good Morning Mercati Michele Seghizzi Software Defined Talk Software Defined Talk Software Defined Talk LLC Face à Lechypre Face à Lechypre BFM Business Payment & Banking Fintech Podcast Payment & Banking Fintech Podcast Alles über Banken, Zahlungsverkehr & Fintechs The Business of Fitness Podcast The Business of Fitness Podcast Dan Williams
Federal Employees Retirement & Benefits Podcast by CD Financial

Business

Federal Employees Retirement & Benefits Podcast by CD Financial

Charles Dzama

The Mid-Year Federal Retirement Checklist Most Employees Skip (5 Things)

June 25, 2026 2:00pm 33 min

Show-notes summary:We're halfway through 2026 — the moment most federal employees realize they set retirement goals in January and haven't looked since. Charles and Marcus walk through five things to review now, not in D...

12 Retirement Income & Tax Terms Federal Employees Get Wrong (And It Costs Them)

June 23, 2026 5:00pm 14 min

Which of these terms confused you the most before today — Roth vs. Traditional, RMDs, or capital gains? Tell me below 👇Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df073962...

Federal Employee Roth Strategy — Why Susan Gained $80K Over Linda #casestudy

June 18, 2026 5:00pm 21 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Age 60 + Federal Pension + $1M Saved: The 5 Decisions Most People Get Wrong

June 16, 2026 6:00pm 7 min

Federal retirement planning at 60: if you're a year or two from retiring from federal service with a FERS pension, Social Security, and about $1M saved in your TSP, here are 5 decisions to make before you retire — so you...

Age 60 + Federal Pension + $1M — Now What?

June 11, 2026 4:00pm 23 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Are You Making This $80,000 TSP Mistake? - ROTH

June 09, 2026 7:00pm 6 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Retire This Year: The 4-Lane Roadmap

June 04, 2026 3:00pm 22 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

The G Fund Trap: Why Many Federal Employees Get It Wrong

June 02, 2026 6:00pm 6 min

Apply for a Retirement Consultation: https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employ...

The 7 Biggest FERS Mistakes We See Federal Employees Make

May 28, 2026 2:00pm 26 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

Federal Retirement Mistakes: 7 FERS Pension Errors to Avoid Before You Sign

May 26, 2026 4:00pm 5 min

Apply for a Retirement Consultation:https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20Get the Digital Federal Retirement Guidebook:https://cdfinancial.org/being-a-federal-employe...

The Last Year Before Retirement: 5 Steps Every Federal Employee Must Follow

May 21, 2026 7:00pm 23 min

Apply for a Retirement Consultation: https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello=%20📘 Federal Retirement Resources:Get the digital guidebook to retirement as a federal employe...

Retiring from Federal Service? Don't Skip These 5 Steps

May 19, 2026 6:00pm 4 min

Get the digital book at no cost to you here: https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/Want to work with Charles? Apply here: https://cdfinancial.org/schedule-a-meeting/Checklist Challenge...

Federal Employees: Some Are Dying With Too Much Money Left to Enjoy – Will You?

May 14, 2026 3:00pm 26 min

“Die with zero does not mean reckless spending. It means thinking intentionally about how to use your money for experiences, family, giving, and purpose while still protecting your retirement plan.”Get the digital book a...

Federal Employees: Are You Getting Shortchanged on COLA?

May 12, 2026 3:00pm 4 min

Federal employees may hear “COLA increase” and assume their retirement income keeps full pace with inflation, but under FERS, the cost-of-living adjustment can work differently than many expect. Before you retire, it is ...

TSP Rollover Mistakes That Cost Federal Employees Thousands

May 07, 2026 3:00pm 16 min

Most federal employees are told to roll over their TSP when they retire, but that decision should start with a better question: What is this money supposed to do for you in retirement? In this episode, we break down comm...

TSP 401k Strategy: Keep It or Move It? We've Tested Both

May 05, 2026 4:00pm 3 min

TSP vs 401(k) rollover strategy isn’t about where the money goes—it’s about what the money is meant to do.” Discover how to decide whether to keep or move your retirement accounts with a clear, purpose-driven plan.Get th...

Staying the Course in Retirement When the Market Drops

April 30, 2026 4:00pm 25 min

Get the digital book at no cost to you here: https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/Market corrections reveal whether you have investments or whether you have a retirement plan. If you ...

Federal Retirees: The Realistic Path to Lower Taxes in Retirement

April 28, 2026 5:00pm 3 min

Is a tax-free retirement actually possible for federal retirees with a pension—or is it one of the most misunderstood ideas in retirement planning?” This video breaks down how federal retirees can realistically reduce ta...

Your Pension Could Make You Pay MORE in Taxes — Here's Why

April 23, 2026 1:00pm 17 min

Want to see how this applies to your Retirement Income? Join our April 29th retirement webinar:https://event.webinarjam.com/rygmv/register/gwy3num3“Your pension isn’t the problem—it’s how your income stacks in retirement...

Market Corrections Reveal Who Has a Real Retirement Plan - Don't Flinch

April 23, 2026 12:00pm 4 min

FREE Federal Employee Book (PDF):https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/The market drops. Don’t flinch.Market corrections reveal whether you have a real retirement plan, especially if y...

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