Skip to content
Serving Those Who Serve
  • About STWS
    Our Team Our Credentials Fed-Focused Financial Planning Fiduciary Investment Management
  • Blogs & Podcasts
    Featured Authors Benefits Ben Jennifer Meyer Katelyn Murray Dan Sipe Podcasts FedLife The Fed15
  • Ed Zurndorfer
  • Learn
    CSRS FEGLI & Life Insurance FEHB/Medicare FERS Social Security Taxes TSP FLTCIP/Long-term Care
  • Contact STWS
    Schedule Consultation Financial Advice Refer a Friend & Get Rewarded Build Your Career with Us: Explore Opportunities at Serving Those Who Serve
  • FERS Calculator
  • Webinars & Seminars

Category: The Fed15 Podcast

A short-form podcast for federal employees and annuitants.

The Fed15 Podcast

The Fed15 Podcast: Pay Compression and Locality

Sep 5, 2023 STWS

Dan and Katelyn discuss Track and Field, the FERS and CSRS alternative annuity payment, and pay compression.

The Fed15 Podcast

The Fed15 Podcast: Financial Planning for Federal Employees

Aug 24, 2023 STWS

Dungeons, Dragons, and... Financial Planning? Don't miss this week's Fed15 podcast

The Fed15 Podcast

The Fed15 Podcast: Checking in on the TSP

Aug 22, 2023 STWS

In this TSP heavy episode, Dan and Katelyn go over recent performance and review some reasons why staying with the TSP is a good choice for some folks.

The Fed15 Podcast

The Fed15 Podcast: FEDVIP Eligibility and Survivor Benefits

Aug 11, 2023 STWS

Dan and Katelyn return to discuss important items related to survivor benefits for feds.

The Fed15 Podcast

The Fed15 Podcast: Should You Stay in the TSP?

Jul 21, 2023 STWS

Grab a cup of coffee and listen along. This week is about the TSP - should you stay or go? Plus, mid-year report card.

The Fed15 Podcast

The Fed15 Podcast: Phased Retirement for FERS

Jul 14, 2023 STWS

Phased retirement for federal employees. Also, a look at the recently released FEVS data.

The Fed15 Podcast

The Fed15 Podcast: Outlook for 2024 Federal Pay Raise and COLA

Jul 12, 2023 STWS

This episode is about the latest projections for the 2024 federal pay raise and COLA for FERS, CSRS, and Social Security

The Fed15 Podcast

The Fed15 Podcast: Inside the Lawsuit Against the Thrift Savings Plan

Jun 30, 2023 STWS

This week, Katelyn and Dan talk about why some federal employees are suing the TSP and 2 federal contractors.

The Fed15 Podcast

The Fed15 Podcast: Deferred Retirement for Federal Employees

Jun 23, 2023 STWS

This week, Katelyn and Dan discuss deferred retirement under FERS.

The Fed15 Podcast

The Fed15 Podcast: Reviewing FEGLI and the TSP’s Recent Performance

Jun 16, 2023 STWS

A quick review of important FEGLI facts, plus a look at how the TSP performed in May.

Posts pagination

1 … 8 9 10
Fedlife Podcast
Video Player
https://youtu.be/hRk3MybMmdc
00:00
00:00
31:33
Use Up/Down Arrow keys to increase or decrease volume.
Recent Posts
  • The Return-to-Work Mandate: Should I Stay or Should I Go?
  • Most FERS Employees Are Vested in Their FERS Retirement
  • What Happens If Federal Employees Are Fired Without Cause? Legal Protections Explained
  • Navigating Federal Retirement Options: What You Need to Know Amid Government Downsizing
  • How to Navigate the 2025 Return-to-Office Mandate for Federal Employees
Upcoming Webinars
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
April 22, 2025
11:00 am
Understanding Your Federal Retirement Benefits: CSRS
Understanding Your Federal Retirement Benefits: CSRS
April 23, 2025
11:00 am
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
April 23, 2025
2:30 pm
Understanding TSP for Special Provision Employees
Understanding TSP for Special Provision Employees
April 24, 2025
1:00 pm
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
April 29, 2025
10:30 am
Long Term Care Webinar: Understanding FLTCIP
Long Term Care Webinar: Understanding FLTCIP
May 1, 2025
11:00 am

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

USE CODE “stwserve” FOR A 20% DISCOUNT for the Guide to Health Plans for Federal Employees

*Consumer’s Checkbook 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.

PROMO CODE:
stwserve
Client Portal Login

© 2024. All Rights Reserved.

15245 Shady Grove Rd Ste 240

Rockville MD 20850-3239

Phone 301-216-1111

Lee Sipe and Associates DBA Serving Those Who Serve.

2024 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.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

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.

Raymond James Legal Disclosures including Form CRS

Raymond James Privacy Policy

Check the background of this firm on FINRA’s BrokerCheck

Finra
SIPC

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”).