Ep 452. Advisor Talk: What Every Federal Employee Should Know (Part 2)

Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. As this special three-part conversation continues, they dive deeper into the unique retirement planning challenges facing federal employees, from maximizing pension and survivor benefits to reducing future tax burdens and Medicare surcharges. They also explain why successful retirement planning is about much more than investments, covering income strategies, healthcare decisions, and building a comprehensive retirement plan.