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Category: The Fed15 Podcast

A short-form podcast for federal employees and annuitants.

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…

The Fed15 Podcast

The Fed15 Podcast: OPM Retirement Services Backlog

Dec 26, 2023 STWS

OPM backlog – what the status on the modernization efforts? Also- FERS Disability retirement vs. Social Security Disability Insurance

The Fed15 Podcast

The Fed15 Podcast: When’s the Best Time to Take Social Security?

Dec 19, 2023 STWS

This episode goes over when it’s a good time to take social security- 62, FRA, or 70. Then, Katelyn has some good news about November’s TSP performance

The Fed15 Podcast

The Fed15 Podcast: Understanding TSP Withdrawals

Dec 12, 2023 STWS

• Katelyn and Dan are getting ready for the holidays! A look at how FEHB plans coordinate with other health plans, such as Medicare. And watch out for these tax…

The Fed15 Podcast

The Fed15 Podcast: Medicare Part D and the FEHB Program

Nov 28, 2023 STWS

This week’s post-turkey podcast is about Medicare part D and why federal employees might want to reconsider enrollment

The Fed15 Podcast

The Fed15 Podcast: Checking in on the TSP

Nov 21, 2023 STWS

What you should take account of when crafting a TSP allocation

The Fed15 Podcast

The Fed15 Podcast: The FERS Retirement Supplement

Nov 14, 2023 STWS

Dan goes over the FERS Special Retirement Supplement while Katelyn talks federal news.

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Mandatory Roth TSP “Catch-Up” Contributions Take Effect January 1, 2026
  • Security Clearances at Risk? How Political Turmoil Affects Your Clearance Status
  • Federal Employees and Retirees May Have Forgotten About Retirement Accounts from Previous Employers
  • The Fed15 Podcast: Career Crossroads – In-Office Realities and Private Sector Moves
  • The Privatization Playbook: Is Federal Employment About to Be Dismantled?
Upcoming Webinars
Estate Planning for Federal Employees
Estate Planning for Federal Employees
10 Jun 25
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
11 Jun 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
12 Jun 25
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
18 Jun 25
Understanding Your Survivor Benefits
Understanding Your Survivor Benefits
24 Jun 25
Financial Planning For Federal Employees
Financial Planning For Federal Employees
26 Jun 25

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Lee Sipe and Associates DBA Serving Those Who Serve.

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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 is 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 advisors received the award. 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.

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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”).