『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

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
エピソード
  • Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates

    Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates
    2025/06/09

    What does it take to grow a financial advisory firm the right way, without sacrificing client experience? In this episode, John and Tommy pull back the curtain on the strategic direction of Mason & Associates, sharing how they’re enhancing services, refining internal systems, and ensuring their clients feel heard, supported, and empowered. Whether you’re already a client or someone searching for the right financial advisor, this episode offers valuable insights into the kind of care and intentionality you should expect from your advisor.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • SPECIAL EPISODE: New Client Process & Client Experience
    続きを読む 一部表示
    30 分
  • 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
    続きを読む 一部表示
    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
    続きを読む 一部表示
    40 分

Federal Employee Financial Planning Podcastに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。