『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 101: Year-End Tax Planning for Federal Employees

    Episode 101: Year-End Tax Planning for Federal Employees
    2025/09/29

    What’s the difference between reacting to taxes and truly planning for them? In this episode, Tommy and John break down the latest year-end financial planning and tax strategies every federal employee needs to know. With recent tax law changes and shifting financial dynamics, they tackle big questions like how the enhanced senior deduction works, when a Roth conversion makes sense, and why timing matters when harvesting capital gains.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • FEFP: One Big Beautiful Bill Part 2 (EP100)
    • FEFP: One Big Beautiful Bill Part 1 (EP99)
    • FEFP: An Inside Look at Strategic Planning Season (EP94)
    • FEFP: Mortgage Strategies for Federal Employees with James Anderson (EP80)
    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
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    59 分
  • Episode 100: One Big Beautiful Bill Part 2

    Episode 100: One Big Beautiful Bill Part 2
    2025/09/15

    What does the One Big Beautiful Bill mean for everyday taxpayers? And how will it shape the financial future of federal employees across the country? In this episode, we continue our deep dive into the bill with Stephen Kimberlin of Forvis Mazars US, breaking down what it really means for people. Listen in as Stephen explains the nuances, clarifies common misconceptions, and provides practical insights to help you navigate this new tax landscape with confidence.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Stephen Kimberlin: LinkedIn
    • Forvis Mazars
    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
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    1 時間 2 分
  • Episode 99: One Big Beautiful Bill Part 1

    Episode 99: One Big Beautiful Bill Part 1
    2025/09/01

    What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this sweeping tax legislation has stirred conversations across the country, but today we’re zeroing in on how it impacts federal employees with significant investable assets. While business owners and high-income earners also feel the effects, our focus is on helping you understand what this bill means for your retirement planning, your tax strategy, and your financial future.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Stephen Kimberlin: LinkedIn
    • Forvis Mazars
    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
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    48 分
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