Category: Podcast

Dan and Katelyn explore the Windfall Elimination Program and its impact on CSRS employees. They also review the performance of the TSP funds for August and year-to-date.

Discover how federal retirees can potentially reduce their Medicare Part B IRMAA charges significantly through strategic planning and well-informed financial choices.

Katelyn examines two strategies for boosting retirement annuities: retirement redeposits and military buybacks, detailing their potential benefits and processes. Additionally, she provides an update on the 2026 pay raise, analyzing…

Discover how federal retirees can potentially reduce their Medicare Part B IRMAA charges significantly through strategic planning and well-informed financial choices.

Katelyn and Chelsea explore strategies to maximize your FERS annuity, offering practical tips and insights. They also provide an update on potential pay raises, including current news and relevant legislation…

Dan and Chelsea explore strategies for federal employees to gain an extra year of service credit without working longer. They also delve into donor-advised funds (DAFs), explaining how to avoid…

Dan and Chelsea discuss managing your TSP through major life events such as marriage, divorce, and job changes. They also analyze TSP updates for July.

Discover tax implications for delaying Required Minimum Distributions (RMDs) from your traditional TSP and IRA. Explore strategies to manage your tax liabilities effectively and take advantage of current tax benefits.

Dan and Chelsea delve into retirement planning for those under FERS with a CSRS component. They also analyze the projected 2025 COLA and its implications for CSRS and FERS retirees.

Discover what you should know to navigate recent changes to underpaid tax penalties that may affect federal employees and retirees. Stay updated to manage potential penalties effectively.