A short-form podcast for federal employees and annuitants.
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…
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…
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…
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…
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…
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…
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…