A short-form podcast for federal employees and annuitants.
In this episode, Dan and Katelyn discuss key financial topics affecting federal employees, including the repeal of the WEP and GPO under the Social Security Fairness Act and practical strategies…
Dan and Katelyn discuss the return-to-work mandate, focusing on key considerations for deciding whether to stay in or leave federal employment. They then transition into a Q&A-style discussion on RIF…
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…
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…