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Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast


Federal Employee Financial Planning Podcast

ratings:
Length:
67 episodes
Language:
English
Format:
Podcast

Description

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.
Language:
English
Format:
Podcast

Episodes1 - 10 of 67 episodes

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Episode 65: Are Virtual Meetings as Good as In-Person?

What are the perks of virtual versus in-person client meetings? In this episode, Tommy,...

39 minutes
May 13, 2024

Episode 64: An Inside Look at Strategic Planning Season

Wondering what goes on during strategic planning meeting season at Mason & Associates? ...

41 minutes
Apr 29, 2024

Episode 63: Common Misconceptions

Is your financial planner as knowledgeable as they say they are? Do they have all the e...

43 minutes
Apr 15, 2024

Episode 62: Financial Planner Compensation

Have you ever wondered how your financial planner gets paid? In this episode, Michael, ...

33 minutes
Apr 01, 2024

Episode 61: Tax Cuts and Jobs Act of 2017

Did you know that the Tax Cuts and Jobs Act of 2017 has far-reaching implications up un...

40 minutes
Mar 18, 2024

Episode 60: It’s A Damn Shame

Are you taking advantage of all that is available to you as a federal employee? In this...

37 minutes
Mar 04, 2024

Episode 59: Financial Grand Slams: Winning Strategies for Federal Employees

How do baseball and financial planning intersect? In this episode, Michael, Tommy, John...

42 minutes
Feb 19, 2024

Episode 58: The Roth Revolution

What exactly does a Roth account allow you to do? John, Michael, Tommy, and Ben dive in...

38 minutes
Feb 05, 2024

Episode 57: Lessons Learned in 2023

In this year-end reflection, Michael, Tommy, Ben, and John dissect the financial landsc...

41 minutes
Jan 22, 2024

Episode 56: Start Small, Start Now

Small steps, big leaps. In this episode, Michael, John and Ben explain the power of ini...

31 minutes
Jan 08, 2024