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April 3, 2025 61 mins

Mel Stubbs is a financial planner with over a decade of experience, specializes in helping federal employees plan for retirement. A key focus of Mel’s work is aiding clients and viewers in assessing potential future tax challenges and devising proactive strategies to fix those problems.

Today he explains:

  • His advice for an American listener who is concerned about their job security
  • 10 decisions you have to make at retirement
  • Social Security, 401k’s, ROTHs, TSPs
  • How to manage and reduce the tax hit on retirement savings
  • Well-known routes and lesser-known routes to preserving retirement savings
  • Long-term planning for older married employees
  • Capital gains
  • Advice for and about your kids

Mel is so well-versed about this subject that I was running out of questions to ask him. A lot of food for thought even if you aren’t an American federal employee.

Listen now and then share this episode!

Find Mel at https://christycapital.com/

Learn more about Mel and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-mel-stubbs/

 

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