The Mid-Year Federal Retirement Checklist Most Employees Skip (5 Things)
About this episode
Charles and Marcus discuss five important retirement review items for federal employees at the mid-year mark.
Show-notes summary: We're halfway through 2026 — the moment most federal employees realize they set retirement goals in January and haven't looked since. Charles and Marcus walk through five things to review now, not in December: knowing your High-3 (and how step increases and COLAs really affect it), buying back military time before it's too late, the TSP "super catch-up" for ages 60–63, the survivor benefit election couples keep avoiding, and the non-financial question that derails more ret...
People in this episode
Host: Charles
Guest: Marcus
Topics covered
- federal retirement
- retirement checklist
- High-3
- military time buyback
- TSP super catch-up
- survivor benefit election
Keywords
- federal employees
- retirement goals
- High-3 calculation
- COLAs
- TSP
- survivor benefits
- military time
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- Federal Retirement Acronyms Explained: FERS, FEHB, FEGLI, CSRS, High-3 & More
- The Financial Vocabulary That Intimidates Retirees — Decoded (Roth, RMDs, Capital Gains)
- $1M Saved But No Written Income Plan? Here's Your Problem
- Federal Retirement Mid-Year Check-In: Are You Still on Track to Retire within 5 Years?
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