『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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このコンテンツについて

 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 92: It’s Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition

    Episode 92: It’s Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition
    2025/05/26

    Federal salaries don't always tell the whole story. In this episode, John and Tommy take a closer look at the true value of federal employment, highlighting how benefits like pensions, FEHB health coverage, TSP matching, and survivor options stack up against the private sector. You'll learn why it could take a 30-50% higher salary elsewhere to match the federal total compensation package, and why those numbers matter when making career decisions.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • The Federal Employees Health Benefits (FEHB) Program
    • Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake
    • FERS Go Bag
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    51 分
  • Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

    Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees
    2025/05/12

    Is reviewing your tax return enough or are you missing the bigger picture? In this episode, Tommy and John break down why simply looking at last year’s return doesn’t cut it, and how projection-based planning connects directly to key financial decisions like Roth conversions, mortgage deductions, and retirement income strategy.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • TurboTax
    • Form 2210 – Underpayment of Estimated Tax
    • H&R Block
    • SPECIAL EPISODE: New Client Process & Client Experience
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    40 分
  • Episode 90: More than TSP: Real Financial Planning for Real Federal Employees

    Episode 90: More than TSP: Real Financial Planning for Real Federal Employees
    2025/04/28

    What does a real financial planner actually do—and how do you know if you’ve hired one? In this episode, Michael, Tommy and John break down the most common misconceptions about financial planning and explain why it’s about much more than just investment management. You’ll learn why financial planning is especially crucial for federal employees, how fiduciary standards impact the advice you receive, and what red flags to look for in a planner.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Office of Personnel Management (OPM)
    • VERA (Voluntary Early Retirement Authority)
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    46 分

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