Dan and Katelyn discuss how federal employees can navigate high inflation and agency disruptions. Katelyn covers protecting retirement investments, including TSP strategies and COLA impacts, while Dan offers guidance on shutdowns, early retirement options, and staying on track with long-term ... Read More

In this episode, Dan and Katelyn discuss key financial topics affecting federal employees, including the repeal of the WEP and GPO under the Social Security Fairness Act and practical strategies from a Shutdown Survival Guide. Check Out Our Next FERS ... Read More

Dan and Katelyn discuss the return-to-work mandate, focusing on key considerations for deciding whether to stay in or leave federal employment. They then transition into a Q&A-style discussion on RIF (Reduction in Force), addressing common and pressing questions. Check Out ... Read More

In this episode, Dan and Katelyn discuss the financial impact of the return-to-office mandate on federal employees and the uncertain future of the CFPB, emphasizing the importance of strong financial habits and fraud protection. Check Out Our Next FERS Webinar ... Read More

In this episode, Dan and Katelyn break down the 2025 federal return-to-office mandate-what it means for federal employees and how to adapt. They also dive into the various federal retirement options, including Normal, Deferred, Postponed, and Reduced Retirement, as well ... Read More

In this episode, Dan and Katelyn dive into RMDs-when to take them, why they matter, and how to avoid penalties-and explain Discontinued Service Retirement (DSR), including who qualifies and what to expect if facing early separation. Check Out Our Next ... Read More

In this episode, Dan and Katelyn dive into FEDVIP coverage, premiums, and retirement benefits. They also share tips on protecting federal benefits from quantum threats, including securing financial accounts and estate planning in the digital age. Check Out Our Next ... Read More

In this episode, Dan and Katelyn engage in a Q&A with Alan Lescht, founder and managing shareholder of Alan Lescht & Associates, P.C. As a DC employment attorney, Alan brings his expertise to the discussion, offering a professional perspective on ... Read More

Dan and Katelyn discuss Roth TSPs, comparing them to Traditional TSPs and clarifying misconceptions about taxes, employer matches, and RMDs. They then cover key considerations for including cryptocurrency in estate planning, such as inventory, beneficiaries, and legal frameworks. Check Out ... Read More

Dan and Katelyn discuss ESG investing, highlighting its benefits and offering key steps to consider for those interested in incorporating it into their portfolio. They then explore RMD withdrawal strategies, focusing on how to leverage tools like QCDs and Roth ... Read More