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201. The 8 Decisions That Could Make or Break Your Retirement Part 1

Author
Vincent Carter
Published
Mon 02 Jun 2025
Episode Link
https://cfoathome.libsyn.com/201-the-8-decisions-that-could-make-or-break-your-retirement-part-1

On the next 2 episodes of CFO at Home, Vince’s guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. In this episode, Mel and Vince focus on 4 of the 8 decisions that many of us will face, regardless of whether we’re federal employees or not; when to retire, what to do with company offered life insurance, what to do with our retirement accounts, and the tax planning decision. To learn more about Mel and his book, go to christycapital.com

Key Topics:

  • Determining the right time to retire based on financial readiness

  • Evaluating company-offered life insurance options

  • Understanding the benefits and rules surrounding 401(k) and TSP accounts

  • Tax planning strategies for retirement savings

  • The role of Social Security and pensions in retirement planning

  • How to effectively manage retirement income to avoid tax pitfalls

Key Links:

Contact the Host - [email protected]

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

 

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