Ep 6: What Is It Like To Work With Federal Retirement Experts?

Monday, November 6, 2023

Inside this episode:

Today we have a special show for you as we welcome on one of our clients to talk about their experience preparing for retirement with Federal Retirement Experts. Kathy is a park ranger with the National Park Services and just two months from retirement. She’s been working with Gregory and FRE to prepare for the next chapter of her life, which will be busy taking care of animals, traveling, and spending time with family.

We know that people have a lot of questions about working with us and what it’s like for federal employees. Kathy was generous enough to take some time out of her schedule to join us on the show to provide a first-hand account of how Federal Retirement Experts has helped her and her husband put a plan in place to give them confidence in retirement.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:23 – How did she learn about FRE

2:15 – The experience so far

3:41 – Her biggest retirement concern

6:00 – Behind the planning process

7:39 – Retirement seminars provided by the government

10:49 – Gregory’s experience working with Kathy

12:43 – Retirement plans

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TSP Withdrawal Options & Benefits
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FERS Supplement & Social Security
Survivor Benefits
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Federal Employee Health Benefit (FEHB) costs
First Year in Retirement Projected Income
And more!

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