

Dan and Katelyn dive into discounts and deals available to federal employees, sharing helpful websites to find the latest offers on everything from everyday items to big-ticket purchases like travel. They also talk about the importance of prioritizing retirement planning before focusing on funding children’s education. Finally, they offer practical tips for managing education costs and planning for your children’s future.
Dan discusses a range of discounts and deals available to federal employees, covering electronics, travel, and dining. He highlights companies like Apple, Dell, Microsoft, and Samsung, as well as software platforms such as TurboTax and QuickBooks. Dan also covers travel discounts for airlines, car rentals, and hotels, along with retail deals and cashback opportunities. He emphasizes the value of inquiring about these discounts and shares helpful websites to find the best deals.
Katelyn focuses on funding your children’s education, outlining four key steps. She starts by stressing the importance of assessing your retirement needs before planning for college costs. Katelyn also discusses the benefits of early planning, including the right savings accounts, financial aid programs, scholarships, and student loans. She emphasizes consulting a professional to ensure a well-rounded plan for the future.
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.

The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
