Federal Employee Financial Planning Podcast

By: Mason & Associates
  • Summary

  • 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.
    Mason & Associates 2021. All rights reserved.
    Show More Show Less
activate_samplebutton_t1
Episodes
  • Episode 74: Protecting You from Yourself
    Sep 16 2024

    Are you truly prepared for the unexpected? In this episode, Michael, Tommy, and John dive into how to protect yourself financially, tackling the common objections and biases they encounter in their decades of experience. You’ll hear key insights on insurance, including how to ensure you’re covered before you need it, how FEGLI Option B compares to Basic, and why life and disability insurance are non-negotiable. Listen in to learn why it's crucial to plan both for living a long, fulfilling life and the unexpected realities that could happen tomorrow.

    Access the full show notes at Mason & Associates, LLC

    Show More Show Less
    49 mins
  • Episode 73: Maximizing Social Security with Elaine Floyd
    Sep 2 2024

    What’s the best way to maximize your Social Security benefits? In this episode, Tommy and John dive into this critical topic with expert Elaine Floyd, CFP®, who shares insights from her extensive experience in retirement and life planning. Elaine explains the intricacies of Social Security, emphasizing that your benefit and retirement strategy should be tailored to your unique situation, rather than following a one-size-fits-all approach.

    Access the full show notes at Mason & Associates, LLC

    Show More Show Less
    57 mins
  • Episode 72: Are You Ready to Hire a Financial Advisor?
    Aug 19 2024

    Is it the right time to hire a financial planner? In this episode, Tommy, John, and Michael dive into the intricacies of financial planning and highlight the importance of expert guidance. They discuss the pitfalls of trying to manage your finances alone, the risks of bad advice, and why getting professional help early on can make all the difference.

    Access the full show notes at Mason & Associates, LLC

    Show More Show Less
    43 mins

What listeners say about Federal Employee Financial Planning Podcast

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.