In this episode, Katelyn and Dan sit down with Kevin Moss, Director of Fundraising and Marketing at Consumers’ Checkbook, for a Q&A focused on helping federal employees navigate Open Season with confidence. Check Out Our Next FERS Webinar for Federal ... Read More

In this episode, Dan and Katelyn discuss how housing costs in metro areas like the DMV, San Francisco, and New York City are outpacing federal pay. They share practical strategies to bridge the housing gap, from relocation and shared housing ... Read More

In this episode, Dan discusses how federal employees can prepare for a potential government shutdown-covering back pay expectations, key benefits like FEHB, TSP, and leave, and strategies to avoid high-interest debt while staying financially resilient. Meanwhile, Katelyn examines digital assets ... Read More

In this episode, Dan and Ed break down how TSP beneficiary rules and RMD requirements affect federal employees and their families. They explain the importance of properly naming a TSP beneficiary, how spousal beneficiary participant accounts work, and the key ... Read More

In this episode, Dan reflects on Social Security’s 90th anniversary, and how it complements FERS and TSP for a balanced retirement strategy, while Katelyn examines the G Fund’s safety, real returns, and why relying on it entirely can pose hidden ... Read More

In this episode, Katelyn explores financial independence and early retirement for federal employees, highlighting how benefits like TSP, FERS, and FEHB can support FIRE goals, while Dan discusses entrepreneurship in federal service, covering ethics rules, post-employment restrictions, and how to ... Read More

In this episode, Dan and Ed break down how the OBBBA of 2025 reshapes charitable giving and tax deductions. They explain how the law builds on changes from the Tax Cuts and Jobs Act (TCJA), introduces new deductions for non-itemizers, ... Read More

In this episode, Dan covers the TSP surpassing $1 trillion and what it means for retirement savings, while Katelyn examines the cancellation of the Federal Employee Viewpoint Survey, its impact on agencies and employees, and alternatives moving forward. Check Out ... Read More

In this episode, Dan and Ed explain TSP life annuities, including how they work and the factors that determine monthly payments. They also cover the process for purchasing an annuity, the different options available such as single and joint life ... Read More

In this episode, Katelyn and Dan discuss why federal employees are considering state jobs, outlining benefits, protections, and key trade-offs, then explore apprenticeship opportunities in fields like IT, healthcare, and HR, closing with guidance on eligibility, how to get started, ... Read More