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Category: Podcast

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast:  Optimizing TSP in Volatile Markets & Celebrating Sammies Award Heroes

Nov 11, 2024 STWS

Dan and Katelyn explore early federal retirement planning for women, reviewing various benefits and programs. They discuss the rise of TSP millionaires and offer insights on how to achieve this…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Understanding the FERS 62 Factor and C Fund Valuation

Oct 22, 2024 STWS

Dan and Katelyn explore FERS and the 62 Factor, highlighting the advantages of waiting until age 62 to retire. They also discuss the current overvaluation of the C fund, delve…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Navigating Pay Freezes and Survivor Benefits

Oct 22, 2024 STWS

Dan and Katelyn delve into potential pay freezes, providing insights on mitigating their possible impacts. They also explore survivor benefits, discussing topics such as TSP designations and Social Security benefits.

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Understanding WEP and TSP Fund Performance: August Update

Oct 8, 2024 STWS

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.

Federal Agency News FEDLIFE Podcast The FEDZONE

FedLife Podcast: Secure Act 2.0: Key Changes and Their Impact on RMDs and Retirement Planning

Oct 2, 2024 STWS

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

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Maximize Your Retirement: Redeposits, Buybacks & 2026 Pay Raise Update

Sep 26, 2024 STWS

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…

Federal Agency News FEDLIFE Podcast The FEDZONE

FedLife Podcast: How Federal Retirees Can Lower Their Medicare Part B IRMAA Costs

Sep 24, 2024 STWS

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

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Maximizing your FERS Annuity + Pay Raise Update

Sep 17, 2024 STWS

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…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: Enriched Leave Strategy and Smart Giving with DAFs

Sep 10, 2024 STWS

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…

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: TSP Management During Life Changes + Latest July 2024 Fund Updates 

Sep 5, 2024 STWS

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.

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Managing the Stress of Returning to In-Office Work: A Guide for Federal Employees
  • FedLife Podcast: Medicare Enrollment Deadlines and What Feds Need to Know
  • The Fed15 Podcast: Navigating Return-to-Office Costs and CFPB Uncertainty
  • Departing Employees Need to Consider What Happens to Their HCFSAs and HSAs
  • The Future of Social Security: Potential Reforms and Their Impact on Feds
Upcoming Webinars
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
14 May 25
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

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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”).