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Category: FEDLIFE

FEDLIFE: Podcast for Federal Employees by Serving Those Who Serve

FEDLIFE Podcast The FEDZONE

FedLife Podcast: the SECURE Act 2.0 and the Future of the Roth TSP

Mar 1, 2023 STWS

Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0…

FEDLIFE Podcast The FEDZONE

FedLife Podcast: What You Need to Know About SECURE Act 2.0

Jan 31, 2023 STWS

In December 2022, Congress passed the SECURE Act 2.0, which might modify retirement plans like 401(k)s, IRAs, and Thrift Savings Plan (TSP).

FEDLIFE Podcast The FEDZONE

FedLife Podcast: Top Ten Financial Tips for Federal Employees

Jan 24, 2023 STWS

Get ready to hear Dan Sipe and Ed Zurndorfer unpack ten moves federal employees and retirees need to know as they prepare and secure their finances this year.

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: Get the Most Out of Your HSA and HCFSA

Jan 4, 2023 STWS

This week, Dan Sipe and Ed Zurndorfer talk about the value of HSAs, HCFSAs, saving on medical expenses, and some of the top myths about these accounts.

FEDLIFE The FEDZONE

Top 5 FEDLIFE: Most Popular Podcasts in 2022

Jan 3, 2023 STWS

Celebrating the new year with the 5 most-listened-to podcast episodes of last year!

FEDLIFE Podcast The FEDZONE

The FedLife Podcast: Ins and Outs of Medicare and FEHB

Dec 27, 2022 STWS

In this episode, Dan Sipe and Ed Zurndorfer talk about FEHB and Medicare season

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: Top 7 End-of-Year Tax Tips for 2022

Dec 6, 2022 STWS

Now is the time for federal employees to make some year-end tax moves to reduce their 2022 federal and state income liabilities.

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: 2023 COLA for FERS, CSRS, and Social Security

Nov 28, 2022 STWS

Dan Sipe and Ed Zurndorfer are back to educate listeners on the latest news about COLA for recipients in 2023. Ed navigates eligibility, how it’s determined, and what you can…

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: Reversing a Social Security Claiming Decision

Nov 14, 2022 STWS

Dan Sipe and Ed Zurndorfer unveil the benefits and consequences of reversing a Social Security claim while explaining the role of inflation when it comes to fixed incomes.

FEDLIFE Podcast The FEDZONE

FEDLIFE Podcast: Ins and Outs of Pension Maximization

Nov 1, 2022 STWS

Ed dives into the five questions federal employees should consider when seeking enrollment outside insurance.

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
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  • FedLife Podcast: Medicare Enrollment Deadlines and What Feds Need to Know
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

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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Lee Sipe and Associates DBA Serving Those Who Serve.

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”).