『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 126: When Should I Start Taking Social Security?

    Episode 126: When Should I Start Taking Social Security?
    2026/09/14

    When should you claim Social Security, and how do you know if the "optimal" strategy actually fits your retirement plan? In this episode, we react to a White Coat Investor article exploring whether Social Security should be claimed early and invested or delayed for a larger guaranteed benefit. You'll learn why Social Security optimization is about more than a simple break-even calculation, how delaying one spouse's benefit to age 70 can create higher lifetime and survivor income, and why federal employees may have more flexibility because of their pensions and other guaranteed income sources.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • Federal Survivor Benefits eBook
    • Refer a Friend
    • Webinar Registration
    • Episode 73: Maximizing Social Security with Elaine Floyd
    • Social Security Shake-Up: What Proposed Changes Mean for Federal Employees
    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
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    33 分
  • Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotional Side of Retirement with Bob Laura

    Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotional Side of Retirement with Bob Laura
    2026/08/31

    What if being financially ready for retirement is only half of the equation? In this episode, we sit down with Bob Laura, financial planner, speaker, author of Retirement Intelligence, and pioneer in the psychology and social science of retirement and legacy planning. He joins us to share how to prepare for the transition beyond the numbers and create a meaningful retirement before you leave the workforce.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • Fill out the Mason & Associates Podcast Listener Survey for a chance to win a copy of Retirement Intelligence
    • Retirement Intelligence by Bob Laura
    • Bob Laura: LinkedIn
    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
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    57 分
  • Episode 124: Retirement Readiness

    Episode 124: Retirement Readiness
    2026/08/17

    How do you know if you're truly on track for retirement? And what should you be doing differently at 30, 40, 50… or just six months from leaving federal service? In this episode, John and Tommy break down retirement readiness by life stage, exploring the financial, tax, investment, insurance, and estate planning decisions that matter at different points in your career.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
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    1 時間 2 分
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