Benchmark Financial Group, LLC

06/16/2026

Just one week left! Benchmark Financial Group’s Countdown to Retirement webinar is coming up, and there’s still time to register.

If you’re a federal employee thinking about retirement — whether it’s soon or still a few years out — this session will help you feel more prepared and confident.

Register today: https://bfgkc.com/event/countdown-to-retirement.

Can’t attend live? Register and a recording will be sent to you after the event.

Specializing in Federal Retirement Planning

06/09/2026

Are you a federal employee getting close to retirement?

Join Benchmark Financial Group for 'Countdown to Retirement: The 6-Step Playbook for Federal Employees', a helpful webinar that walks you through the major steps, timelines, and decisions to make before you leave federal service.

It’s a great way to feel more prepared and confident about what comes next.

Save your spot: https://bfgkc.com/event/countdown-to-retirement/

Can’t attend live? Register and a recording will be sent to you after the event.

06/04/2026

Getting ready for federal retirement? We just released a simple, practical checklist that helps federal employees stay organized and feel more confident about their next steps.

Whether you’re a few years out or already thinking about paperwork, this guide walks you through what to review, what to prepare, and how to stay on track.

Read the full checklist here:

Specializing in Federal Retirement Planning

05/27/2026

A new episode of the Federal Retirement Education Podcast is now available!

In this episode, David Raetz breaks down retirement from federal service into three decisions that can shape your income and cash flow.

Watch or listen on your favorite platform!

📺YouTube: https://youtu.be/2Yl8Y1_9xPs?si=PNDElmHR2jFxV-lc

🎧Spotify: https://open.spotify.com/episode/1zKOOnWqaCAQB9PRVla7Vi?si=vt4-WcOkTbCxIaslGdUpEg

🎙️ Also Available on Apple Podcasts: https://podcasts.apple.com/us/podcast/before-you-retire-3-decisions-that-can-impact-your/id1760059832?i=1000767794317

05/18/2026

There’s still time to register for our Wednesday webinar! If you’re a federal employee thinking about retirement, our upcoming webinar may help you understand the key milestones that can impact your retirement date.

David Raetz will walk through important considerations around eligibility, benefits, and timing.

Join us on May 20 from 12 - 1 pm. Save your spot here:

🔗 https://bfgkc.com/event/when-should-you-retire/

05/07/2026

Deciding when to retire from federal service involves several rules and timing considerations that can affect your eligibility and benefits.

Benchmark Financial Group’s new article outlines key factors federal employees may want to review as they evaluate potential retirement dates.

🔗 Read the full article: https://bfgkc.com/when-to-retire/

05/06/2026

Understanding the differences between retiring at Minimum Retirement Age (MRA), age 60, or age 62 can help you evaluate how timing may affect your eligibility and retirement income.

Join David Raetz for our upcoming webinar, “When Should You Retire?” on Wednesday, May 20. He’ll walk through key considerations federal employees may want to review when choosing a retirement date.

📅 Wednesday, May 20 | Zoom
🔗 Register now at bfgkc.com/event/when-should-you-retire
🎥 Can’t attend live? Register and a recording will be sent to you after the event.

04/30/2026

Getting ready for your first meeting with Benchmark Financial Group? Your “Fact Finder” meeting is all about gathering the information needed to outline your federal retirement picture.

Helpful items to bring:
• Recent Leave & Earnings Statement
• Retirement Estimate or FERS Benefits Statement (Employee Express/MyPay)
• Recent TSP statement
• Any investment statements you want included in your retirement plan
• Details for any life insurance or long‑term care policies
• Social Security statement (available at socialsecurity.gov)
• Divorce decree, if applicable
• Your spouse’s benefit information, if you’d like to review both plans together

Start your planning at bfgkc.com/schedule-appointment.

04/29/2026

A new episode of the Federal Retirement Podcast is here! If you’re a federal employee planning for retirement, this one gives you a solid starting point.

In this episode, 'Your Federal Pension: The Foundation of a Confident Retirement Plan', David Raetz from Benchmark Financial Group explains how key decisions can influence your monthly income, survivor benefits, and long‑term retirement strategy.

Topics include:
• FERS Pension & FERS Supplement
• Retirement income sources
• Survivor benefit considerations
• How to begin building your retirement plan

Listen on Spotify, YouTube, or Apple Podcasts and start learning how your benefits fit into your overall retirement picture.

📺 Watch now on YouTube: https://youtu.be/2Yl8Y1_9xPs?si=PZ9wqF83WAa9Z7LK
🎧 Listen on Spotify: https://open.spotify.com/episode/1zKOOnWqaCAQB9PRVla7Vi?si=JFooSxc6QcOQ_wJKZhsWig
🎙️ Also Available on Apple Podcasts: https://podcasts.apple.com/us/podcast/your-federal-pension-the-foundation-of/id1760059832?i=1000759823998