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Category: Podcast

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.

Federal Agency News FEDLIFE Podcast The FEDZONE

 The FedLife Podcast: Why Delaying Your TSP & IRA RMDs Could Cost You More in Taxes

Aug 30, 2024 STWS

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.

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: FERS & CSRS: Retirement Planning and the 2025 COLA Update 

Aug 27, 2024 STWS

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.

Federal Agency News FEDLIFE Podcast The FEDZONE

 The FedLife Podcast: IRS Raises Estimated Tax Penalties—info for Fed Employees and Retirees

Aug 23, 2024 STWS

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.

Federal Agency News Podcast The Fed15 Podcast

 The Fed15 Podcast: FERS Deferred vs. Postponed Retirement & Remote Work Future

Aug 20, 2024 STWS

Dan and Chelsea explore the details of FERS deferred and postponed retirement and review the current state of remote work for federal employees. They discuss relevant legislation that could influence…

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Federal Employees and Retirees May Have Forgotten About Retirement Accounts from Previous Employers
  • The Fed15 Podcast: Career Crossroads – In-Office Realities and Private Sector Moves
  • The Privatization Playbook: Is Federal Employment About to Be Dismantled?
  • FedLife Podcast: How Social Security Changes and Lump-Sum Payments Impact Your Taxes
  • Emergency Financial Planning for Feds: Preparing for the Unexpected
Upcoming Webinars
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
4 Jun 25
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
5 Jun 25
Estate Planning for Federal Employees
Estate Planning for Federal Employees
10 Jun 25
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
11 Jun 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
12 Jun 25
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
18 Jun 25

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2025 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 is 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 advisors received the award. 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.

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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”).