『Federal Employee Financial Planning Podcast』のカバーアート

Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

著者: Mason & Associates
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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. 個人ファイナンス 経済学
エピソード
  • Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the Offer
    2026/04/27

    What really happens after you accept a Deferred Resignation Program (DRP) offer—and how do you know if it was the right move? In this episode, you'll learn what federal employees experienced on the other side of DRP, from emotional uncertainty to financial outcomes, and why preparation made all the difference. The conversation breaks down how DRP worked, who it benefited most, and what to expect if similar opportunities arise in the future.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Ben Raikes: LinkedIn
    続きを読む 一部表示
    32 分
  • Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees
    2026/04/13

    Do you actually understand how recent tax changes could impact your financial plan? In this episode, we break down several important tax topics, including Trump accounts, Virginia tax changes, Net Investment Income Tax (NIIT), and estimated tax payments. Tax laws are constantly changing, and what seems permanent today may change with the next administration, which is why tax planning should always be part of a long-term financial strategy.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Ben Raikes: LinkedIn
    続きを読む 一部表示
    57 分
  • Episode 114: When Should Federal Employees Claim Social Security?
    2026/03/30

    Is claiming Social Security early really the smartest move, or could it cost you more in the long run? In this episode, you'll learn how financial planners actually think about claiming strategies beyond the headlines and viral YouTube advice. We break down the real factors that matter and why there's no "one-size-fits-all" answer when it comes to turning on your benefits.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • FEFP: Maximizing Social Security with Elaine Floyd (EP73)
    続きを読む 一部表示
    47 分
まだレビューはありません