Federal Employee Financial Planning Podcast
By Mason & Associates
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Subscribers: 3
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Episodes: 67
Description
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.
| Episode | Date |
|---|---|
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Episode 65: Are Virtual Meetings as Good as In-Person?
|
May 13, 2024 |
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Episode 64: An Inside Look at Strategic Planning Season
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Apr 29, 2024 |
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Episode 63: Common Misconceptions
|
Apr 15, 2024 |
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Episode 62: Financial Planner Compensation
|
Apr 01, 2024 |
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Episode 61: Tax Cuts and Jobs Act of 2017
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Mar 18, 2024 |
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Episode 60: It’s A Damn Shame
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Mar 04, 2024 |
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Episode 59: Financial Grand Slams: Winning Strategies for Federal Employees
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Feb 19, 2024 |
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Episode 58: The Roth Revolution
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Feb 05, 2024 |
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Episode 57: Lessons Learned in 2023
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Jan 22, 2024 |
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Episode 56: Start Small, Start Now
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Jan 08, 2024 |
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Episode 55: Dual Federal Employees
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Dec 25, 2023 |
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Episode 54: You Just Got Bad News
|
Dec 11, 2023 |
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Episode 53: The Death of a Federal Retiree
|
Dec 11, 2023 |
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Episode 52: Sick & Annual Leave
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Nov 27, 2023 |
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Episode 51: Divorce
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Nov 13, 2023 |
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Episode 50: Demanding Fiduciary Excellence & What That Means
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Oct 30, 2023 |
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Episode 49: We Actually Review. Beyond the Request: Adding Value
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Oct 16, 2023 |
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Episode 48: The TRICARE For Life Medicare Advantage: Rethinking Options
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Oct 02, 2023 |
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Episode 47: Shifting Landscape of Medicare, FEHB, and Part D
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Sep 25, 2023 |
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Episode 46: Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? You Decide
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Sep 18, 2023 |
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Episode 45: Know The Score
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Sep 11, 2023 |
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Episode 44: Planning for an Early Retirement
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Sep 04, 2023 |
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Episode 43: Don’t Let Perfect Get in the Way of Good Enough
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Aug 21, 2023 |
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Episode 42: 2023 Updates: Taking Action for a Secure Future
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Aug 07, 2023 |
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Episode 41: Social Security In The News & We’re Confused
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Jul 24, 2023 |
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Episode 40: Investment Jargon Part Two
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Jul 10, 2023 |
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Episode 39: Investment Jargon Part One
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Jun 26, 2023 |
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Episode 38: Social Security: The Tax Torpedo
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Jun 12, 2023 |
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Episode 37: Social Security: Family and Survivor Benefits
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May 29, 2023 |
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Episode 36: Social Security: Beyond the Basics
|
May 15, 2023 |
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Episode 35: Social Security: How to Maximize Your Benefits
|
May 01, 2023 |
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Episode 34: Aunt IRMAA
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Apr 17, 2023 |
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Episode 33: Know the End in the Beginning
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Apr 03, 2023 |
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Episode 32: Military Survivor Benefit Open Season
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Mar 20, 2023 |
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Episode 31: Consult Your Tax Advisor
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Mar 06, 2023 |
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Episode 30: SECURE 2.0
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Feb 20, 2023 |
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Episode 29: New Year, New Goals
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Feb 06, 2023 |
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Episode 28: Tax Planning for Charitable Giving
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Jan 23, 2023 |
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Episode 27: Managing Retirement Accounts During Volatile Times
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Jan 09, 2023 |
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Episode 26: C-O-L-A Cost of Living Adjustment
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Dec 26, 2022 |
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Episode 25: Annuities the 4 Letter Word
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Dec 12, 2022 |
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Episode 24: Mortgages, Home Equity Lines, and Interest Rates with James Anderson of CapCenter
|
Nov 28, 2022 |
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Episode 23: Introduction to Estate Planning with Heather Szajda
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Nov 14, 2022 |
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Episode 22: Retirement Plan Success Rate = 100 %
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Oct 31, 2022 |
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Episode 21: Federal Employee Financial Planning: FEHB
|
Oct 17, 2022 |
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SPECIAL EPISODE: New Client Process & Client Experience
|
Oct 03, 2022 |
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Episode 20: Federal Employee Financial Planning: Meet Your Hosts
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Sep 19, 2022 |
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Episode 19: Federal Employee Financial Planning: CSRS Vs. FERS
|
Sep 05, 2022 |
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Episode 18: Federal Employee Financial Planning: They Are Not Talking To You
|
Aug 22, 2022 |
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Special Episode: VCP Mega Mega Back Door Roth IRA
|
Aug 11, 2022 |
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Episode 17: Federal Employee Financial Planning: The Year of Retirement
|
Aug 08, 2022 |
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Episode 16: Federal Employee Financial Planning: Not All Open Seasons Are Created Equal
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Jul 25, 2022 |
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Episode 15: Federal Employee Financial Planning: The Year Before Retirement
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Jul 11, 2022 |
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Episode 14: Federal Long-Term Care Insurance
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Jun 27, 2022 |
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Episode 13: Do Federal Employees Need a Financial Planner?
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Jun 13, 2022 |
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Episode 12: Federal Employee Financial Planning Social Security Fairness Act: WEP
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May 30, 2022 |
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Episode 11: Federal Employee Financial Planning Social Security Fairness Act: GPO
|
May 16, 2022 |
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Episode 10: Federal Employee Financial Planning TSP at Retirement or 59.5
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May 02, 2022 |
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Episode 9: Federal Employee Financial Planning TSP Accumulation
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Apr 18, 2022 |
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Episode 8: Federal Employees Group Life Insurance (FEGLI)
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Apr 04, 2022 |
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Episode 7: FERS (Part 3)
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Mar 21, 2022 |
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Episode 6: FERS (Part 2)
|
Mar 09, 2022 |
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Episode 5: FERS (Part 1)
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Feb 21, 2022 |
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Episode 4: Civil Service Retirement System (Part 2)
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Feb 07, 2022 |
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Episode 3: Civil Service Retirement System (Part 1)
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Jan 24, 2022 |
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Episode 2: Survivor Benefits - Military & Federal
|
Jan 24, 2022 |
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Episode 1: The Home Stretch
|
Jan 13, 2022 |