Skip to main content
Spotify for Podcasters
The Federal Retirement Podcast

The Federal Retirement Podcast

By Benchmark Financial Group, LLC

Planning your future to meet your goals. The Federal Retirement Podcast focuses on topics and discussions for Federal Employees approaching retirement. It is hosted by David Raetz and Gary Raetz of Benchmark Financial Group, LLC located in Overland Park, KS. Discussions come from the monthly Lunch and Learn series to help retirees navigate the retirement process.
Currently playing episode

Retirement...Do You Have Questions?

The Federal Retirement Podcast May 25, 2023

00:00
30:32
Retirement...Do You Have Questions?

Retirement...Do You Have Questions?

This episode of The Federal Retirement Podcast discusses common questions federal employees have as they approach retirement. David and Gary Raetz will also discuss how to get the retirement process started.


————


Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.


Follow Benchmark Financial Group:

Website: https://bfgkc.com/

LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or

Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC


Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com.


Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.


May 25, 202330:32
Do I Have Enough Money To Retire?

Do I Have Enough Money To Retire?

This episode of The Federal Retirement Podcast discusses have to know if you have enough money to retire. David and Gary Raetz will also discuss how to analyze your monthly income while working and how it will compare to your income once you retire.


————


Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.


Follow Benchmark Financial Group:

Website: https://bfgkc.com/

LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or

Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC


Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com.


Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

Apr 25, 202320:29
Why Do You Need A Fed Focused Advisor?

Why Do You Need A Fed Focused Advisor?

This episode of The Federal Retirement Podcast discusses the reasons why you need a Fed Focused Advisor if you are a Federal employee. David and Gary Raetz will also discuss how the process works to get started with a Fed-Focused Advisor and where to find one.


————


Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.


Follow Benchmark Financial Group:

LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or

Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC


Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com.


Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.


Mar 27, 202325:57
How To Retire in a Bear Market

How To Retire in a Bear Market

This episode of The Federal Retirement Podcast discusses how to retire in a bear market. David and Gary Raetz will discuss tips to consider if retirement is on the horizon for you. They’ll also discuss what steps you can take to get started on the retirement process.

————

Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC

Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com.

Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

Jul 26, 202221:57
Retirement: Should You Stay or Should You Go?

Retirement: Should You Stay or Should You Go?

This episode of The Federal Retirement Podcast discusses retirement and if you should stay or if it’s the right time to go. David and Gary Raetz will discuss considerations that may affect your decision such as the economy and how your retirement income sources are affected. They’ll also discuss what steps you can take to get started on the retirement process.

————

Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or on Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC

Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com.

Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

Jun 21, 202219:19
What Matters to You in Retirement: Considering Interest Rates and I Bonds

What Matters to You in Retirement: Considering Interest Rates and I Bonds

This episode of The Federal Retirement Podcast discusses what to consider when investing in I Bonds and how interest rates can potentially affect your retirement. David and Gary Raetz will discuss things you should be aware of in these market conditions, how to devise a strategic plan, and what steps you can take to get started on the retirement process.

————

Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC

Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com.

Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

Jun 01, 202219:11
Should you postpone retirement in a volatile market?

Should you postpone retirement in a volatile market?

This episode of The Federal Retirement Podcast discusses whether or not you should postpone retirement in a volatile market. David and Gary Raetz will discuss things you should be aware of in market downturns, how to devise a strategic plan, and what steps you can take to get started on the retirement process.

————

Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC

Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com.

Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

Apr 22, 202215:31
Financial Health in Retirement

Financial Health in Retirement

This episode of The Federal Retirement Podcast discusses Financial Health in Retirement. If you are wanting to know if you have enough money to retire, if you should be debt-free before you retire, or how health insurance factors into the equation, David and Gary Raetz will discuss these topics and more.

————

Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.

Follow Benchmark Financial Group on LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC

Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing at david.raetz@bfgkc.com.

Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

Mar 23, 202217:23