

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 plans
Katelyn explores strategies for navigating federal retirement in a high-inflation environment, focusing on ways to protect and grow your investments. She examines the impact of inflation on retirement planning, with specific attention to Social Security and FERS COLA adjustments. Katelyn also covers TSP fund reallocations, rollover investment options, and concludes with key considerations for building a resilient inflation strategy.
Dan then addresses the USAID shutdown and offers general guidance relevant to federal employees across various agencies. He underscores the importance of staying focused on essential priorities, securing accurate information, and understanding early retirement options. Dan also discusses breaks in service and offers advice on how to keep retirement plans on track during periods of uncertainty.
“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: https://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.
