In this episode, Dan and Katelyn discuss important career and financial topics for federal employees-including an overview of due process rights in the event of potential termination and a review of current considerations around Social Security and federal retirement benefits.
In this episode, Dan breaks down what happens when federal employees are fired without cause. He explains due process rights for both probationary and career employees, outlining the key protections each group has. Dan also covers how to navigate the Merit Systems Protection Board (MSPB) if you’re facing termination or have received a notice, and shares tips on how to prepare for the unexpected through strategic financial planning.
Katelyn follows with a deep dive into the reality of Social Security and federal pensions. She shares updates on the current state of Social Security, the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), and what to know about Social Security overpayment recovery. Katelyn also discusses the importance of reviewing your federal pension, TSP contributions, Roth IRAs, and managing expenses and debt. She wraps up by stressing the value of being proactive rather than reactive when it comes to retirement planning.
“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.
