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Category: Podcast

FEDLIFE FEDZONE Podcast

FEDLIFE Podcast- Ep. 35: The Different Applications of Life Insurance

Oct 13, 2020 STWS

Join this episode as Dan Sipe and Ed Zurndorfer discuss the tax treatment of term life insurance, mentioning that while it has no cash value, it has several death benefits.

FEDLIFE FEDZONE Podcast

FEDLIFE Podcast Ep. 34: Pros and Cons of Payroll Tax Deferral

Sep 25, 2020 STWS

In this episode, Dan Sipe and Ed Zurndorfer break down everything you need to know in regards to this tax deferral, and what this could mean once the deferral runs…

FEDLIFE FEDZONE Podcast

FEDLIFE Podcast- Ep. 33: Mid-Career Financial Planning for Feds

Sep 14, 2020 STWS

Pre-retirement begins a lot earlier than you might think—are you and your finances prepared?

FEDLIFE FEDZONE Podcast

FedLife Podcast: A Mid-Career Review of Your Thrift Savings Plan’s Account

Aug 28, 2020 STWS

A Mid-Career Review of Your TSP with Ed Zurndorfer and Dan Sipe

FEDLIFE FEDZONE Podcast

The FedLife Podcast: Tax Planning for Federal Employees -Part 2

Aug 14, 2020 STWS

Is it Tax Season Yet? - Part 2 with Ed Zurndorfer and Dan Sipe for the FEDLIFE Tax Season Special

FEDLIFE FEDZONE Podcast

The FedLife Podcast: Tax Season for Federal Employees and Retirees

Aug 3, 2020 STWS

The FEDLIFE Podcast for Federal Employees is Hosted by Dan Sipe and Ed Zurndorfer, this week they are talking over taxes for Feds, and what is so different in 2020…

FEDLIFE FEDZONE Podcast

FedLife Podcast: Social Security for Federal Employees and Annuitants

Jul 20, 2020 STWS

Social Security for Federal Employees- one leg of the FERS Tripod

FEDLIFE FEDZONE Podcast

FedLife Podcast: When to Start Taking Social Security Benefits

Jul 3, 2020 STWS

When is the Best Time to start taking Social Security? 62? FRA? 70?

FEDLIFE FEDZONE Podcast

FedLife Podcast: Deferred Retirement Under FERS & CSRS

Jun 20, 2020 STWS

Deferred Retirement for FERS & CSRS Federal Employees, Dan & Ed Discuss

FEDLIFE FEDZONE Podcast

FedLife Podcast: The “MRA+10” Postponed Retirement for FERS

Jun 5, 2020 STWS

Ed and Dan sit down to discuss the FERS "MRA+10" Postponed Retirement for FERS

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
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  • International Marriage, Working Abroad, Taxes, and Benefits: Cross-Border Considerations
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Upcoming Webinars
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
March 4, 2025
11:00 am
Understanding Your FEGLI Benefits
Understanding Your FEGLI Benefits
March 6, 2025
1:00 pm
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
March 11, 2025
11:00 am
Early Retirement (VERA) Planning for FERS Employees
Early Retirement (VERA) Planning for FERS Employees
March 11, 2025
3:00 pm
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
March 12, 2025
1:00 pm
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
March 19, 2025
10:30 am

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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.

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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”).