In this episode, Dan and Katelyn discuss key career and workplace topics for federal employees—from managing the stress of returning to the office to navigating a transition into the private…
In this episode, Dan and Ed break down the tax implications of the Social Security Fairness Act and how it affects federal retirees. They discuss the impact of retroactive lump-sum…
Dan and Katelyn discuss how federal employees can navigate high inflation and agency disruptions. Katelyn covers protecting retirement investments, including TSP strategies and COLA impacts, while Dan offers guidance on…
In this episode, Dan and Ed break down what it means to be vested in your FERS retirement and TSP. They explain when employees become eligible for deferred retirement, what…
In this episode, Dan and Katelyn discuss key financial topics affecting federal employees, including the repeal of the WEP and GPO under the Social Security Fairness Act and practical strategies…
Dan and Katelyn discuss the return-to-work mandate, focusing on key considerations for deciding whether to stay in or leave federal employment. They then transition into a Q&A-style discussion on RIF…
In this episode, Dan and Ed break down the 2025 General Enrollment Period (GEP) for Medicare and what it means for federal employees and retirees. They explain the differences between…
In this episode, Dan and Katelyn discuss the financial impact of the return-to-office mandate on federal employees and the uncertain future of the CFPB, emphasizing the importance of strong financial…
In this episode, Dan and Katelyn break down the 2025 federal return-to-office mandate—what it means for federal employees and how to adapt. They also dive into the various federal retirement…
In this episode, Dan and Katelyn dive into RMDs—when to take them, why they matter, and how to avoid penalties—and explain Discontinued Service Retirement (DSR), including who qualifies and what…