Dan and Katelyn discuss retirement and divorce, providing key insights on how these events affect federal employees and their spouses. They also address the relationship between presidents and the stock market, noting that market performance isn’t significantly influenced by which party is in power.
Dan covers key insights for federal employees regarding retirement and divorce. He explains how these events affect FERS pension division and TSP assets, highlighting the need to consider tax implications when consulting an attorney. He discusses the benefits an ex-spouse may be eligible for and stresses the importance of specificity in COAP. Additionally, he emphasizes the value of consulting an attorney specializing in this area to navigate the complexities effectively.
Next, Katelyn explores the relationship between the stock market and elections. She examines average yearly returns under Democratic and Republican presidents, noting that presidencies don’t significantly influence or predict stock market performance. She discusses factors like monetary policy, inflation, interest rates, and global events, highlighting how these variables often fall outside presidential control.
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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.
