Dan and Chelsea discuss managing your TSP through major life events such as marriage, divorce, and job changes. They also analyze TSP updates for July.
Dan provides a guide on potentially managing your TSP during marriage, including how to handle beneficiary designations and scenarios where your spouse may or may not be a government employee. He also offers possible strategies for managing your TSP during divorce and job changes and briefly touches on 401(k) plans. Chelsea updates on TSP performance for July, highlighting positive gains across all funds for the month, YTD, and over the past year. She analyzes each fund’s performance, compares the F and G funds, and stresses the importance of proper asset allocation. Chelsea also covers news on interest rate cuts and cautions against reacting to short-term market trends.
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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.
