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Category: Podcast

Federal Agency News Podcast The Fed15 Podcast

 The Fed15 Podcast: Maximizing Wealth Transfer and Medicare Advantage

Jun 25, 2024 STWS

Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.

Federal Agency News Podcast The Fed15 Podcast

The Fed15 Podcast: High Deductible Health Plans and Health Savings Accounts for Federal Employees

Jun 18, 2024 STWS

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 The FEDZONE

FedLife Podcast: Understanding COLAs for CSRS, CSRS-Offset and FERS

Jun 10, 2024 STWS

Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS

FEDLIFE Podcast The FEDZONE

FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit

May 17, 2024 STWS

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 The FEDZONE

FedLife Podcast: Tax Credits for Your Child’s Education

May 3, 2024 STWS

Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future!

FEDLIFE Podcast The FEDZONE

The FedLife Podcast: Federal Employee Income Tax Milestones

Apr 19, 2024 STWS

With respect to Federal Income Taxes, here are the age milestones for federal employees and retirees.

FEDLIFE Podcast The FEDZONE

The FedLife Podcast: Waiting for the Enhanced FERS Retirement Annuity

Apr 5, 2024 STWS

Why the special retirement supplement (SRS) is no substitute for the “enhanced” FERS annuity feds can get at age 62

FEDLIFE Podcast The FEDZONE

The FedLife Podcast: What is an Excessive Elective Deferral?

Mar 22, 2024 STWS

In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!

FEDLIFE Podcast The FEDZONE

The FedLife Podcast: What is a Non-Appropriated Fund Federal Employee?

Mar 8, 2024 STWS

What is a NAF federal employee? What is the difference from a regular federal employee? Learn about the benefits, retirement options, and more!

FEDLIFE Podcast The FEDZONE

FedLife Podcast: Making Contributions to the Thrift Savings Plan in 2024

Feb 23, 2024 STWS

• Do you need to make a formal election to change contribution amounts for your TSP account? • Why is 2024 different than other years for federal employees? • Some…

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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

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

USE CODE “stwserve” FOR A 20% DISCOUNT for the Guide to Health Plans for Federal Employees

*Consumer’s Checkbook 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.

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Lee Sipe and Associates DBA Serving Those Who Serve.

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.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

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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”).