Category: Podcast

The SECURE Act 2.0 is shaking up the world of college savings and retirement planning. 

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…

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).

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.

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.

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

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

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…

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.

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