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Category: The Fed15 Podcast

A short-form podcast for federal employees and annuitants.

The Fed15 Podcast

The Fed15 Podcast: What Does It Mean to Prioritize Your Pension?

May 14, 2024 STWS

Federal employees under both FERS and CSRS won’t want to miss this episode with financial planning tips about your pension, the TSP, and more!

The Fed15 Podcast

The Fed15 Podcast: How the TSP is Taxed and Some Financial Tips

May 7, 2024 STWS

This week’s episode goes over the many TSP withdrawal types and how each gets taxed differently. Plus, Dan’s got some helpful financial tips for feds.

The Fed15 Podcast

The Fed15 Podcast: Common Federal Retirement Application Mistakes

Apr 30, 2024 STWS

In this episode, Dan and Katelyn dig into the critical details that can impact the processing time of your retirement application. Also – the TSP’s 30-day rule is done for!

The Fed15 Podcast

The Fed15 Podcast: Reviewing TSP’s Recent Performance

Apr 23, 2024 STWS

• We’ve got a special episode this week with Chelsea and Katelyn teaming up to tackle hosting. Chelsea and Katelyn provide some great market commentary pertaining to the TSP.

The Fed15 Podcast

The Fed15 Podcast: Decoding TSP Loans – Know the Risks

Apr 16, 2024 STWS

Join Dan and Katelyn as they unravel the complexities of TSP loans and provide insights into why it may not be your best option. Plus – 2025 COLA estimates.

The Fed15 Podcast

The Fed15 Podcast: Preparing for Your Federal Retirement

Apr 9, 2024 STWS

• 5 key items to keep in mind as you get close to your retirement from the US federal government. Also – which is your most important federal benefit? FEHB?…

The Fed15 Podcast

The Fed15 Podcast: Top 5 Things You NEED for a Federal Financial Plan

Apr 2, 2024 STWS

Top high-impact items that can help federal employees develop a sturdy financial plan. Also – Katelyn reviews the best (and WORST) accounts for inheritances.

The Fed15 Podcast

The Fed15 Podcast: White House Suggest 2.0% Federal Pay Raise for 2025

Mar 26, 2024 STWS

What feds should know about making a Roth conversion in the next two years. Also – dissecting the White House’s suggested pay raise of 2.0% for next year.

The Fed15 Podcast

The Fed15 Podcast: TSP Recap with Special Guest

Mar 19, 2024 STWS

Meet Chelsea English, our special guest co-host filling in for Katelyn this week for the TSP monthly recap. Dan reviews how to ensure feds are getting their full TSP match.

The Fed15 Podcast

The Fed15 Podcast: The Most Misunderstood TSP Funds

Mar 12, 2024 STWS

We’ve got Olympics talk and Katelyn discusses her local theatre scene. Then, Dan goes over the two misunderstood TSP funds, the S and I. Then, who funds your FERS retirement?

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
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Upcoming Webinars
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
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
4 Jun 25
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
5 Jun 25

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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”).