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Episode 50: Demanding Fiduciary Excellence & What That Means

Episode 50: Demanding Fiduciary Excellence & What That Means

FromFederal Employee Financial Planning Podcast


Episode 50: Demanding Fiduciary Excellence & What That Means

FromFederal Employee Financial Planning Podcast

ratings:
Length:
32 minutes
Released:
Oct 30, 2023
Format:
Podcast episode

Description

Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? Join Tommy, Mike, Ben, and John in this episode as they delve into the essential concepts of fiduciary service and what it takes to find the perfect financial planner for your unique situation. They'll discuss the significance of expecting, demanding, and requiring fiduciary service and guide you through what it means to be a fiduciary (the answer may surprise you!). Access the full show notes at Mason & Associates, LLC
Released:
Oct 30, 2023
Format:
Podcast episode

Titles in the series (67)

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.