EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact

Federal Employee Financial Planning Podcast
23/06/2025 1h 2min
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact

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Episode Synopsis

What does it really look like to work with a financial planning team that knows your federal benefits inside and out—and shows up for you year after year? In this episode, John and Tommy take you behind the scenes of Mason & Associates’ Strategic Planning Meeting Season (SPM), where they conduct over 400 client meetings in just six weeks. They share real conversations, real actions, and the process that makes it all work. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn:  LinkedIn John Mason: LinkedIn

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Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates 09/06/2025
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