Dan and Katelyn explore why proactive tax planning is critical in retirement, starting with understanding the full retirement income stack, including a FERS or CSRS pension, planned TSP or IRA withdrawals, Social Security, and part-time income. They also discuss key ... Read More

Dan and Katelyn break down how federal employees can retire with debt in a sustainable way, starting with a full debt inventory and mapping guaranteed income sources such as a FERS or CSRS annuity, Social Security (if applicable), and planned ... Read More

Dan and Katelyn explore how sick leave and annual leave factor into federal retirement planning, including how sick leave boosts pension calculations, how unused annual leave is paid out, and strategies for coordinating both for maximum value. They also break ... Read More

Dan and Katelyn discuss what federal employees need to know for 2026, including new TSP and IRA contribution limits, updated catch-up rules, and Roth considerations. They also cover common retirement application mistakes that can delay first payments, share tips for ... Read More

Dan and Katelyn break down how “bump and retreat” works in a RIF, covering key terms, potential outcomes, and steps federal employees can take if a RIF is possible. They also review 2026 HSA and FSA updates, including tax advantages, ... Read More

Dan and Katelyn discuss the latest proposals aimed at supporting federal employees during potential shutdowns, including the Shutdown Guidance for Financial Institutions Act (H.R. 5689), the Emergency Relief for Federal Contractors Act (H.R. 5690), and the Emergency Relief for Federal ... Read More

Dan and Katelyn sit down to discuss key considerations for Feds facing early retirement and market volatility. Dan reviews the role of the FERS supplement, past proposals to change it, and why staying aware of policy discussions remains important. Katelyn ... Read More

Dan and Katelyn sit down with the rest of the Serving Those Who Serve team for a Thanksgiving Special episode. Each person shares what they’re thankful for, the small things bringing them joy lately, their favorite Thanksgiving dishes, and one ... Read More

Dan and Katelyn sit down with Kevin Gash, founder of Maryland Brat & Butcher Co. (formerly Plan B Sausages) and former federal employee of more than 20 years. After being unexpectedly separated from federal service, Kevin shares his journey-from growing ... Read More

Dan and Katelyn sit down with Jess, founder of Gingersnap Jess Cookies and former digital media specialist at the National Institutes of Health. After being unexpectedly separated from federal service, Jess turned her passion for baking into a thriving business. ... Read More