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Category: The Fed15 Podcast

A short-form podcast for federal employees and annuitants.

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Managing Breaks in Service and Extending Time Off

Feb 18, 2025 STWS

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…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Special Needs Planning & Executive Orders Impacting Federal Employees

Feb 11, 2025 STWS

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…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Navigating TSP Loans and Caregiver Resources for Federal Employees

Feb 7, 2025 STWS

Dan and Katelyn cover key TSP loan information, highlighting important details federal employees need to be aware of. They also discuss relevant policies, benefits, and resources that every caregiver should…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Navigating Side Gigs & Strategic Retirement Dates for Federal Employees

Jan 28, 2025 STWS

Dan and Katelyn dive into the topic of federal employees taking on side gigs, discussing important considerations such as rules, regulations, compliance, taxes, deductions, and contributions. They also examine the…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Aging in Place and Finding Fulfillment in Retirement

Jan 21, 2025 STWS

Dan and Katelyn explore the concept of aging in place, highlighting its benefits, such as staying in a familiar environment and maintaining strong connections within the community. They also discuss…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Can Federal Employees Be Successful Expats? Plus, TSP Contribution Pitfalls

Jan 14, 2025 STWS

Dan and Katelyn explore the possibilities and key considerations for federal employees interested in working remotely from overseas. They cover benefits, healthcare, and taxes. Additionally, they discuss the common pitfall…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Retirement Planning for Mixed Households & 2026 COLA Predictions

Jan 9, 2025 STWS

Dan and Chelsea discuss retirement planning for mixed households, with one spouse in the federal sector and the other in private, offering helpful tips and insights. They also cover 2026…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Millennial Federal Retirement Strategies & the Possible Return of Schedule F

Jan 9, 2025 STWS

Dan and Katelyn share essential retirement planning tips for millennials, emphasizing the importance of starting early. They also tackle the potential return of Schedule F, addressing the anxiety it may…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Planning for Retirement–TSP Withdrawals and FEHB Considerations

Dec 31, 2024 STWS

Dan and Katelyn discuss different TSP withdrawal options covering their pros, cons, and important things to consider when making this decision. They also discuss FEHB in retirement covering eligibility, what…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Maximizing Discounts & Planning for Your Child’s Education

Dec 18, 2024 STWS

Dan and Katelyn dive into discounts and deals available to federal employees, sharing helpful websites to find the latest offers on everything from everyday items to big-ticket purchases like travel.

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • FedLife Podcast: Medicare Enrollment Deadlines and What Feds Need to Know
  • The Fed15 Podcast: Navigating Return-to-Office Costs and CFPB Uncertainty
  • Departing Employees Need to Consider What Happens to Their HCFSAs and HSAs
  • The Future of Social Security: Potential Reforms and Their Impact on Feds
  • What USAID’s Shutdown Means for Federal Employees and Their Financial Futures
Upcoming Webinars
Understanding Your FEGLI Benefits
Understanding Your FEGLI Benefits
5 May 25
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
14 May 25
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
21 May 25
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
22 May 25
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
28 May 25
Early Retirement Planning (RIFs, VERA, VSIP, Discontinued Service Retirement, and more) for FERS Employees
Early Retirement Planning (RIFs, VERA, VSIP, Discontinued Service Retirement, and more) for FERS Employees
28 May 25

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Lee Sipe and Associates DBA Serving Those Who Serve.

2025 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).