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Category: The Fed15 Podcast

A short-form podcast for federal employees and annuitants.

The Fed15 Podcast

The Fed15 Podcast: The Golden Goose of Federal Retirement Dates

Mar 5, 2024 STWS

This week’s episode is about mapping out your retirement from the federal government in the 2020s and understanding the Federal Employee Group Life Insurance (FEGLI) program

The Fed15 Podcast

The Fed15 Podcast: Expense Ratios for TSP Funds and Gerry Connolly

Feb 27, 2024 STWS

Expense ratios for the TSP funds recently went down – will this trend continue? Also – Dan raves about Gerry Connolly – a champion for feds in Congress. …And another…

The Fed15 Podcast

Estimating the 2025 Federal Pay Raise

Feb 20, 2024 STWS

• This week’s episode covers the TSP’s lackluster performance in the first month of 2024. • Also – how the FAIR Act is an early indicator of the following year’s…

The Fed15 Podcast

The Fed15 Podcast: What to Know About FEGLI After Retiring

Feb 13, 2024 STWS

• One thing every fed should NOT do with their FEGLI basic upon retirement. • Also, tax benefit for first responders doubled in 2024! Katelyn breaks it down in this…

The Fed15 Podcast

The Fed15 Podcast: Making Catch-up Contributions to the Roth TSP

Feb 6, 2024 STWS

• This week – the importance of the Roth TSP and the new requirement taking effect in 2026.

The Fed15 Podcast

The Fed15 Podcast: How to Improve Your Financial Outlook in 2024

Jan 30, 2024 STWS

• Some steps to take in January that Feds can take to create a brighter financial future. • Do you know how much you are paying in interest? How about…

The Fed15 Podcast

The Fed15 Podcast: Financial Planning for Your Federal Retirement

Jan 23, 2024 STWS

• Dan and Katelyn discuss some shotput before going over the following topics: • 2024 GSA reimbursement rates for gas mileage who use a vehicle for federal business. • Financial…

The Fed15 Podcast

The Fed15 Podcast: TSP’s Comeback and Government Shutdowns

Jan 16, 2024 STWS

• Some sour and sweet this week – shutdown update and a look back at TSP’s 2023 bounce back.

The Fed15 Podcast

The 2024 Pay Raise for Feds [The Fed15 Podcast]

Jan 9, 2024 STWS

• The best articles and podcasts of the past year. Did you know you can use untouched 529 funds into a Roth IRA? • Learn what article topic made Katelyn…

The Fed15 Podcast

The Fed15 Podcast: The First Year of Federal Retirement

Jan 2, 2024 STWS

The first podcast of the new year! Dan and Katelyn discuss the importance of a TSP beneficiary designation and what feds can expect during the first year after retiring from…

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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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Lee Sipe and Associates DBA Serving Those Who Serve.

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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”).