『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
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 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
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  • Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee

    Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee
    2025/11/24

    What really happens after someone passes away—and why are so many families blindsided even when they think everything was "set up correctly"? In this episode, John and Tommy pull back the curtain on the messy, emotional, and often confusing reality of settling an estate. You'll learn why wills and trusts don't operate the way most people assume, as well as the true challenges in modern estate planning.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Federal Employee Financial Planning: Intro to Estate Planning (EP23)
    • FEFP: Estate Planning Across State Lines for Federal Employees (EP76)
    • FEFP: One Big Beautiful Bill Part 2 (EP100)
    • FEFP: One Big Beautiful Bill Part 1 (EP99)
    • HIPAA
    • SSI (Supplemental Security Income)
    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
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    1 時間 1 分
  • Episode 104: Federal Employee Health Benefit Considerations & TRICARE

    Episode 104: Federal Employee Health Benefit Considerations & TRICARE
    2025/11/10

    Are you making the most of your federal health benefits this open season? Whether you're an active federal employee or retired, this time of year can feel overwhelming, but understanding your options can save you thousands and help you plan smarter for the future. You'll learn how to evaluate your current plan, balance premiums and out-of-pocket costs, and make confident, informed decisions before open season ends.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay
    • 10 Things Federal Employees Can Do Outside Of An Open Season
    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Ben Raikes: Website
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    52 分
  • Episode 103: What Every Federal Employee Should Know About Their TSP

    Episode 103: What Every Federal Employee Should Know About Their TSP
    2025/10/27

    What role should the G Fund really play in your TSP strategy? In this episode, Tommy, John, and Ben tackle one of the biggest questions federal employees ask during uncertain markets. You'll learn what to consider before making changes, how to rebalance your TSP effectively, and why trying to "time the market" often does more harm than good.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions
    • Lifcycle Funds
    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Ben Raikes: Website
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    1 時間 3 分
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