Plan Your Federal Retirement Podcast

Author: Micah Shilanski & Tammy Flanagan

Financial Planner and benefits professional discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 431 W 7th Ave Ste 100 Anchorage, AK 99501 (907) 278-1350
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Language: en

Genres: Business, Education, How To, Investing

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#153 Why Your Will Isn't Enough: Estate Planning Essentials for Federal Employees
Episode 153
Monday, 5 October, 2026

Is having a will enough to complete your estate plan? For many federal employees, the answer may be no. In this episode of the Plan Your Federal Retirement Podcast, Floyd Shilanski, Managing Partner and Wealth Advisor, discusses several pieces of an estate plan that can be easy to overlook, including powers of attorney, medical directives, beneficiary designations, the TSP, FEGLI, and trusts. You'll learn why Floyd believes federal employees should review their estate planning documents before retirement, not after. Have a retirement question on your mind? Give us a call at 907-931-1775 and leave us your question - we're here to help create solutions that fit your goals! Need professional help with your retirement planning? Schedule a call today: https://zurl.co/AiAC Visit our website: https://zurl.co/ykNww Happy Planning!