In this episode, Dan and Ed break down the 2025 General Enrollment Period (GEP) for Medicare and what it means for federal employees and retirees. They explain the differences between…
In this episode, Dan and Katelyn discuss the financial impact of the return-to-office mandate on federal employees and the uncertain future of the CFPB, emphasizing the importance of strong financial…
In this episode, Dan and Katelyn break down the 2025 federal return-to-office mandate—what it means for federal employees and how to adapt. They also dive into the various federal retirement…
In this episode, Dan and Katelyn dive into RMDs—when to take them, why they matter, and how to avoid penalties—and explain Discontinued Service Retirement (DSR), including who qualifies and what…
In this episode, Dan and Katelyn dive into FEDVIP coverage, premiums, and retirement benefits. They also share tips on protecting federal benefits from quantum threats, including securing financial accounts and…
In this episode, Dan and Katelyn engage in a Q&A with Alan Lescht, founder and managing shareholder of Alan Lescht & Associates, P.C. As a DC employment attorney, Alan brings…
In this episode, Ed and Dan dive into the IRS’s push for individuals to set up an online account and obtain an IP PIN. They explore the many benefits, from…
Dan and Katelyn discuss Roth TSPs, comparing them to Traditional TSPs and clarifying misconceptions about taxes, employer matches, and RMDs. They then cover key considerations for including cryptocurrency in estate…
Dan and Katelyn discuss ESG investing, highlighting its benefits and offering key steps to consider for those interested in incorporating it into their portfolio. They then explore RMD withdrawal strategies,…
Ed and Dan explain the importance of making deposits for "non-deduction" service, which can help employees meet retirement eligibility and increase their annuity. The episode covers how to make these…