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Episode 63: Common Misconceptions

Episode 63: Common Misconceptions

FromFederal Employee Financial Planning Podcast


Episode 63: Common Misconceptions

FromFederal Employee Financial Planning Podcast

ratings:
Length:
44 minutes
Released:
Apr 15, 2024
Format:
Podcast episode

Description

Is your financial planner as knowledgeable as they say they are? Do they have all the experience needed to guide you? In this episode, Michael, Tommy, Ben, and John dive deep into the common misconceptions surrounding financial planning. They challenge the notion that anyone can be a financial planner and stress the importance of transparency in the industry. Listen in as they shed light on topics like estate planning for everyone, why financial planning extends beyond insurance sales or investment management, and more. Access the full show notes at Mason & Associates, LLC
Released:
Apr 15, 2024
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.