For Your Benefit

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement.

LATEST EPISODE

For Your Benefit

The 116th Congress

Host Bob Leins, CPAŽ welcomes Josh Huder, Ph.D., to the studio to discuss the 116th Congress. Josh is a Senior Fellow at The Government Affairs Institute at Georgetown University, a non-profit organization dedicated to educating Federal employees about Congress and its operation.
00:52:45 2/10/2019

Past Episodes

Host Bob Leins, CPAŽ welcomes Anne Sullivan, Esquire, and Lacey Yegen, Esquire of Handler & Levine, LLC. Our discussion will focus on factors that make Estate Planning for women unique. We will also describe the Estate Planning documents that every person needs and explain how planning can change over time based on your relationships and stage in life. * How Estate Planning is Different for Women * Evolution of a Plan - From Start to Finish * Single * Married or Partnered * Married or Partnered with Children and Single with Children * Divorced * Blended Families * Widowed For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:34 2/3/2019
Host Bob Leins, CPAŽ welcomes Tom O'Rourke, Esquire, Miles & Stockbridge, PC. Projections have been made that the majority of 2018 tax returns will show a lower income tax. Our discussion will focus on how you should benefit from the changes. * Overview of how the New Tax Laws will impact you * Timing itemized deductions versus standard deduction * Where did "Adjustments" go and what were they anyway? * Business Income Deduction for "side" businesses as well as larger businesses * Lower income tax rates for most taxpayers * Child Tax Credit For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:37 1/27/2019
Host Bob Leins, CPAŽ welcomes Joel Cundick, CFPŽ to kick off the New Year with financial goal setting.
00:52:55 1/21/2019
Host Bob Leins, CPAŽ welcomes Mike Townshend transition and aging authority and founder of Carpe Diem Coaching. Growing up in a multigenerational household himself, Mike shares firsthand experience on the topic.
00:52:45 1/13/2019
Host Bob Leins, CPAŽ and co-host John Elliott, Federal Benefits Specialist at NITP, welcome John Jilek, CFPŽ to talk about the Thrift Savings Plan.
00:00:00 1/6/2019
Host Bob Leins, CPAŽ and co-host Bob Braunstein, Federal Benefits Specialist with NITP, welcome Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA).
00:52:52 12/16/2018
Host Bob Leins, CPAŽ welcomes Bob Braunstein, Federal Benefits Specialist with NITP to talk about Medicare.
00:52:57 12/9/2018
Host Bob Leins, CPAŽ and co-host Tammy Flanagan, Senior Benefits Director at NITP, as they welcome guests Gavin Toner, Jennifer Williams, and Dr. Bruce Wollman from Kaiser Permanente.
00:52:53 12/2/2018
Hosts Bob Leins, CPAŽ and Ray Kirk, Ph.D. and Federal Benefits Specialist at NITP, welcome Jeff Schwab, Vice President of Marketing at Dominion National to the studio to focus on dental benefits.
00:52:51 11/25/2018
Hosts Bob Leins, CPAŽ and Ray Kirk, Ph.D. and Federal Benefits Specialist at NITP, welcome insurance expert and author Walton Francis to the studio to talk about FEHBP open season. The CHECKBOOK's Guide shows that most families can save $2,000 or more by selecting better plan choices.
00:52:45 11/18/2018

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