The FedLife Podcast: Federal Retirement and Military Service Credits
The rules for making a military deposit to boost your FERS or CSRS pension from a civilian federal position.
The Fed15 Podcast: Maximizing TSP Contributions; Habit Stacking and Catch-up Contributions
Dan and Katelyn discuss strategies like the 'January jump' to help maximize TSP balances, emphasizing the impact of small adjustments and advocating habit stacking for consistency. They also delve into…
The Fed15 Podcast: Portfolio Structuring and COLAs
Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Dan and Katelyn offer guidelines for building a resilient investment portfolio…
The Fed15 Podcast: QCD and Roth Conversion Strategies; Analyzing Pay, Parity, and Protection
Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Social media clip caption: Are Feds Really Overpaid? Dive into QCD…
The FedLife Podcast: Understanding the Backdoor Roth IRA
Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.
The Fed15 Podcast: Maximizing Wealth Transfer and Medicare Advantage
Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.
The Fed15 Podcast: High Deductible Health Plans and Health Savings Accounts for Federal Employees
Dan introduces Kevin Moss, an expert from Consumer’s Checkbook, providing a brief overview of Consumer's Checkbook and Kevin Moss's credentials. He segues into the importance of HDHPs and HSAs. Kevin…
FedLife Podcast: Understanding COLAs for CSRS, CSRS-Offset and FERS
Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS
FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit
Discussing the world of Roth IRA contributions and the Saver’s Tax Credit. Learn how these financial tools can help grow your wealth a secure your future.
FedLife Podcast: Tax Credits for Your Child’s Education
Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future!