Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

Por: Mason & Associates
Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.
100 episodios disponibles

Latest episodes of the podcast Federal Employee Financial Planning Podcast

Episode 102: Federal Employee Retirement in 2025 13/10/2025
Episode 101: Year-End Tax Planning for Federal Employees 29/09/2025
Episode 100: One Big Beautiful Bill Part 2 15/09/2025
Episode 99: One Big Beautiful Bill Part 1 01/09/2025
Episode 98: Why Federal Employees Can’t Afford to Ignore Insurance with Broc Buckles 18/08/2025
Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions 04/08/2025
Episode 96: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash 21/07/2025
EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More 07/07/2025
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact 23/06/2025
Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates 09/06/2025
Episode 92: It’s Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition 26/05/2025
Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees 12/05/2025
Episode 90: More than TSP: Real Financial Planning for Real Federal Employees 28/04/2025
Episode 89: Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Employees 14/04/2025
Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake 31/03/2025
Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay 17/03/2025
Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & Staying Prepared 03/03/2025
Episode 85: Social Security Shake-Up Part 2: Big Changes Are Here–WEP and GPO Eliminated 17/02/2025
Episode 84: Federal Employee YouTube Favorites: Best Retirement Days, TSP Mistakes, and Survivor Tips 03/02/2025
Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions 20/01/2025
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