Listen "Inflation’s Impact on Your 2025 Federal Pension COLA"
Episode Synopsis
Don’t let inflation erode your retirement — this video shows you how you can protect your 2025 Federal Pension COLA for income liquidity from day one.By rolling over a portion of your TSP into an IRA before retirement and having liquid funds in place, you can increase the quality of the first few months of retirement without delays in your pension COLA or benefits.🔗 LINKS & RESOURCESFREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtubeNewsletter: https://cdfinancial.com/newsletterFree Resources Library: https://cdfinancial.com/resourcesSocials:Instagram: https://instagram.com/cdfinancial.llc/Facebook: https://facebook.com/cdfinancialLinkedIn: https://linkedin.com/company/cd-financial👋 WHO AM I?CD Financial helps federal employees and near-retirees create sustainable, tax-smart retirement income. Expect weekly strategies on 401K, FERS, TSP, Social Security timing, tax planning, and health-meets-wealth habits—clear, practical, compliant.⏱ TIMESTAMPS0:00 Intro – The challenge of delayed pension & COLA in 20250:45 Why pension delays happen & what triggers them in federal retirement systems1:10 How rolling your TSP into an IRA can give you liquidity when you need it1:35 Setting up your IRA linked to your bank account: step-by-step2:00 Building a buffer: how many months of income you should prepare for2:45 Military TSP options & special considerations3:10 What to do if your savings are large in TSP but small in cash or checking3:35 The importance of a written retirement income plan4:15 How a fiduciary with federal benefits expertise makes a differenceAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show
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