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Innhold levert av Lee Perkins. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lee Perkins eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?

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Manage episode 364179336 series 2536305
Innhold levert av Lee Perkins. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lee Perkins eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.

Here’s what we’ll discuss in this episode:

  • A recent phone call with a federal employee that led to today’s show topic + a brief breakdown of TSPs. (1:01)
  • Why would you move money from a TSP to an IRA? (5:36)
  • The value of an RIA and fee transparency. (8:18)
  • The benefit of having personalized planning advice. (12:06)

Want to set up a meeting with us? Visit us here: http://talkwithlee.com

Get more financial education at http://myretirementclarity.com

  continue reading

140 episoder

Artwork
iconDel
 
Manage episode 364179336 series 2536305
Innhold levert av Lee Perkins. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lee Perkins eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.

Here’s what we’ll discuss in this episode:

  • A recent phone call with a federal employee that led to today’s show topic + a brief breakdown of TSPs. (1:01)
  • Why would you move money from a TSP to an IRA? (5:36)
  • The value of an RIA and fee transparency. (8:18)
  • The benefit of having personalized planning advice. (12:06)

Want to set up a meeting with us? Visit us here: http://talkwithlee.com

Get more financial education at http://myretirementclarity.com

  continue reading

140 episoder

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