

Dan and Katelyn delve into strategies for optimizing your TSP in volatile markets, providing valuable insights and tips to help mitigate risk. They also explore the 2024 Sammies, highlighting the winners and their positive impact on society through their work and actions.
Katelyn explores strategies for optimizing your TSP in a volatile market. She examines total TSP assets as of March 2024 and provides insights on the average TSP balance. Additionally, she delves into the five core funds, outlining key factors to consider when developing a TSP strategy and managing risk. Katelyn offers essential tips, including the importance of diversification, portfolio rebalancing, and maintaining composure during market downturns.
Next, Dan reviews the Sammies Award honorees, exploring the history of these prestigious awards and the reasons behind their recognition. He highlights the eight winners, emphasizing their heroic achievements and how these contributions positively impact the general public.
“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.
