In this episode, Dan and Katelyn discuss federal retirement benchmarks, savings milestones, and key planning factors, then explore strategies for catching up with FERS and TSP, closing with guidance on…
In this episode, Katelyn and Jen discuss the tradeoffs between federal service and contracting, the 2025 pay raise versus inflation, and key retirement planning challenges, closing with actionable steps for…
In this episode, Dan and Ed explain TSP installment payments, including the difference between fixed dollar payments and life expectancy payments. They also cover when and how you can make…
In this episode, Dan reviews key benefit changes in the 2025 reconciliation bill, legal decisions shaping TSP and pensions, and what to watch moving forward. Katelyn highlights why updating beneficiary…
In this episode, Katelyn and Dan explore the growing interest in cryptocurrency among federal employees and the importance of a cautious approach. They cover the risks of crypto investing, regulatory…
In this episode, Katelyn and Dan examine the evolving federal job landscape and charitable giving strategies. They cover federal employee survey findings, the value of core benefits like FERS, TSP,…
In this episode, Dan and Ed explain what QCDs are and how they work with RMDs from traditional IRAs. They also discuss which retirement accounts allow QCDs, the timing considerations…
In this episode, Dan and Katelyn discuss key 2025 tax changes from the OBBBA and their impact on federal employees. They cover tax deductions, estate planning, and student loan updates,…
In this episode, Dan and Katelyn discuss retirement strategies for federal employees, with a focus on age-gap couples. They cover Medicare, Social Security, Roth conversions, and withdrawal planning, as well…
In this episode, Dan and Katelyn break down the 2024 Federal Employee Viewpoint Survey results, highlighting trends in engagement, leadership trust, and job satisfaction. They also explore how career development…