Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Episode 53: The Death of a Federal Retiree

Episode 53: The Death of a Federal Retiree

FromFederal Employee Financial Planning Podcast


Episode 53: The Death of a Federal Retiree

FromFederal Employee Financial Planning Podcast

ratings:
Length:
41 minutes
Released:
Dec 11, 2023
Format:
Podcast episode

Description

In the world of financial planning, the worst time to seek a financial planner is after the death of a spouse. So, in this episode, Michael, John, and Tommy share the importance of having a thoughtful plan in place before the loss occurs. They'll break down why it's crucial to work with planners well-versed in your specific situation, how to secure digital assets, and more. Access the full show notes at Mason & Associates, LLC
Released:
Dec 11, 2023
Format:
Podcast episode

Titles in the series (66)

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.