A short-form podcast for federal employees and annuitants.
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…
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,…
Katelyn and Dan explore the complexities of working abroad and international marriages, focusing on the advantages and challenges related to benefits, taxes, and estate planning. They then shift to a…
Katelyn covers the Social Security Fairness Act, which repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), impacting Social Security benefits for CSRS and CSRS Offset employees. She…
Dan and Katelyn discuss the 2025 contribution limits for TSPs, HSAs, and FSAs, offering insights into the key updates. They also cover the proposed 2026 pay raise, providing an overview…
Dan and Katelyn discuss managing breaks in federal service, covering TSP mobility, rollovers, and the importance of keeping personnel files. They highlight continuing retirement savings after transitioning to the private…
Dan and Katelyn discuss special needs planning for federal families alongside the initial five executive orders recently released. They provide a thorough exploration of both topics as they relate to…