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Episode 64: An Inside Look at Strategic Planning Season

Episode 64: An Inside Look at Strategic Planning Season

FromFederal Employee Financial Planning Podcast


Episode 64: An Inside Look at Strategic Planning Season

FromFederal Employee Financial Planning Podcast

ratings:
Length:
42 minutes
Released:
Apr 29, 2024
Format:
Podcast episode

Description

Wondering what goes on during strategic planning meeting season at Mason & Associates? Join Tommy, Ben, and John as they break down what to expect during this crucial time. From adjusting plans to accommodate changing goals to demanding excellence from your financial planner, this episode covers it all.  Access the full show notes at Mason & Associates, LLC
Released:
Apr 29, 2024
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.