『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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概要

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 113: Your FERS Retirement: Back to the Basics
    2026/03/16

    Are federal employees sitting on far more wealth than they realize? In this episode, financial planners Tommy Blackburn and John Mason break down the fundamentals of the Federal Employees Retirement System (FERS) and explain why your pension is only one piece of a much larger financial picture. You'll learn how the FERS pension formula works, what your "high-three" salary actually means, and how factors like minimum retirement age, years of service, and turning 62 can impact your retirement income. The conversation also covers how employee contributions have changed over time, how the Thrift Savings Plan (TSP) match works, and why understanding these core pieces is essential when planning your financial future.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Avoid the Top Financial Mistakes Made by Federal Employees
    • Thrift Savings Plan (TSP)
    • Federal Employee Financial Planning: FERS Part 1 (EP5)
    • Federal Employee Financial Planning: FERS Part 2 (EP6)
    • Federal Employee Financial Planning: FERS Part 3 (EP7)
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    57 分
  • Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees
    2026/03/02

    Are you choosing your Medicare plan based purely on math or on what truly fits your life? In Part 2 of our Medicare 2026 series, Bryan Gay, owner of Boomer Insurance and seasoned Medicare expert, returns to expand your understanding of the options available, especially if you're a federal employee or enrolled in TRICARE for Life. You'll learn why Medicare decisions aren't just about premiums and deductibles, why there's no one-size-fits-all solution, and how to evaluate whether switching plans actually makes sense for your situation.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Bryan Gay: LinkedIn
    • Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)
    • FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
    • The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)
    • Medicare Masterclass on Enrollment and the Inflation Reduction Act (EP87)
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    43 分
  • Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retirees
    2026/02/16

    Is your Medicare plan still working for you, or are you just hoping it is? In this episode, we're joined by Bryan Gay, owner of Boomer Insurance and a seasoned Medicare expert, fresh off another busy Annual Enrollment Period. Bryan breaks down how Medicare enrollment really works, what changed this past year, and why a "one-size-fits-all" approach often leaves people underinsured or overpaying.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Bryan Gay: LinkedIn
    • Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)
    • FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
    • The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)
    • Medicare Masterclass on Enrollment and the Inflation Reduction Act (EP87)
    続きを読む 一部表示
    51 分
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