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.
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Episodes
  • Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith
    Nov 25 2024

    Are you still relying on traditional tax preparation methods or software? In this episode, John, Tommy, and special guest Rachel Meredith from Banks Mountain Financial dive into the crucial difference between tax planning and simple tax preparation. They explain why a proactive, year-round tax strategy is key to long-term financial success, as well as how their seamless collaboration helps clients navigate tax challenges with a forward-thinking approach.

    Access the full show notes at Mason & Associates, LLC

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    1 hr and 6 mins
  • Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for Federal Employees
    Nov 11 2024

    Are you paying the right price for financial advice? Join Ben, Michael, John, and Tommy as they break down the complexities of financial advisor fees and the real value behind them. They’ll reveal the “all-in” costs clients face and explain why fees aren’t always comparable, shedding light on what makes a financial advisor worth their price. Through this episode, you’ll learn to assess the true worth of specialized advisors and why experience, like that of a seasoned CFP or CPA, might demand a higher price tag.

    Access the full show notes at Mason & Associates, LLC

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    52 mins
  • SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Employees Should Know
    Oct 31 2024

    What happens when emotions mix with investments? In this episode, we dive into the intersection of politics, markets, and personal finance. John and Tommy share insights on how to design a portfolio that minimizes unknowns, regardless of political changes. You’ll learn why staying the course is crucial—even when market predictions seem tempting—and how a solid, long-term strategy can help you avoid emotional pitfalls.

    Access the full show notes at Mason & Associates, LLC

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    53 mins

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