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Category: FEDLIFE

FEDLIFE: Podcast for Federal Employees by Serving Those Who Serve

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: What You Need to Know About FSAs, ARPA, and Student Loans

Jul 9, 2021 STWS

In this episode, Dan Sipe and Ed Zurndorfer discuss everything you need to know about the current changes with FSA savings and the upcoming unfreezing of student loan repayment. Dan…

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: Making the Unexpected Less Unexpected

Jun 25, 2021 STWS

Unexpected tragedies happen in life without warning, and leave loved ones trying to pick up the pieces. That is why it is so important to have a laid out plan…

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST: Everything You Thought You Knew About Federal Pensions

Jun 11, 2021 STWS

Dan Sipe and Ed Zurndorfer go into depth about everything a federal employee needs to know about preparing for retirement, spousal survivor benefits and more.

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST: Preparing for the 2021 Tax Season

May 28, 2021 STWS

Did you know the best time to prepare your taxes is between June and November? That means the tax season has officially started—are you ready?

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST: Stimulus Eligibility and the Best Dates to Retire in 2021

May 14, 2021 STWS

In this episode, Dan Sipe and Ed Zurndorfer help feds navigate through this new stimulus payment’s eligibility criteria. They also discuss ways to adjust your annual gross income (AGI) for…

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST: Key Things To Consider Before Refinancing Your Mortgage

Apr 30, 2021 STWS

In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial…

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST: Tackling the Tax Filing Complications of RMDs and CRDs

Apr 16, 2021 STWS

In this episode, Dan Sipe and Ed Zurndorfer address the most common tax filing complications that feds are facing this year

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST: Sold Your Home in 2020? Here Are The Tax Consequences

Mar 31, 2021 STWS

In this episode, Dan Sipe and Ed Zurndorfer help you do so by digging into various rules and regulations that might affect your capital gains taxes.

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST SPECIAL: Ed Zurndorfer’s Guide to Claiming Social Security

Mar 19, 2021 STWS

Ed goes through the complete process that he recently followed while claiming his own Social Security benefits.

FEDLIFE Podcast The FEDZONE

FEDLIFE PODCAST 44: Tax Filing Statuses and Capital Gains

Mar 5, 2021 STWS

Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a…

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
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Upcoming Webinars
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
14 May 25
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

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.

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2025 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 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.

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.

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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”).