Federal Employee Financial Planning Podcast
Mason & Associates
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...
Notable Guests
Episodes (128)
Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotio...
Federal Employee Financial Planning Podcast
Episode 124: Retirement Readiness
Federal Employee Financial Planning Podcast
Episode 123: Mailbag Part Two: Questions from Federal Employees
Federal Employee Financial Planning Podcast
Episode 122: Mailbag Part One: Questions from Federal Employees
Federal Employee Financial Planning Podcast
Episode 121: The Questions Federal Employees Are Asking in 2026
Federal Employee Financial Planning Podcast
Episode 120: TSP Withdrawal Mistakes That Nobody Warned You About
Federal Employee Financial Planning Podcast
Episode 119: Avoiding the Common Financial Planning Mistakes Made by Federal Emp...
Federal Employee Financial Planning Podcast
Episode 118: Think Fastball, Then Adjust: How Federal Employees Navigate Curveba...
Federal Employee Financial Planning Podcast
Episode 117: FEGLI vs. Term Life: When to Replace Your Federal Employee Life Ins...
Federal Employee Financial Planning Podcast
Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the...
Federal Employee Financial Planning Podcast
Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for F...
Federal Employee Financial Planning Podcast
Episode 114: When Should Federal Employees Claim Social Security?
Federal Employee Financial Planning Podcast
Episode 113: Your FERS Retirement: Back to the Basics
Federal Employee Financial Planning Podcast
Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees
Federal Employee Financial Planning Podcast
Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retire...
Federal Employee Financial Planning Podcast
Episode 110: The Mason & Associates New Client Experience for Federal Employees
Federal Employee Financial Planning Podcast
Episode 109: 10 Things You Can Do Outside of an Open Season
Federal Employee Financial Planning Podcast
Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Stayin...
Federal Employee Financial Planning Podcast
Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?
Federal Employee Financial Planning Podcast
Episode 106: Money Muscles and Financial Reps: Developing Spending, Saving, and...
Federal Employee Financial Planning Podcast
Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Fede...
Federal Employee Financial Planning Podcast
Episode 104: Federal Employee Health Benefit Considerations & TRICARE
Federal Employee Financial Planning Podcast
Episode 103: What Every Federal Employee Should Know About Their TSP
Federal Employee Financial Planning Podcast
Episode 102: Federal Employee Retirement in 2025
Federal Employee Financial Planning Podcast
Episode 101: Year-End Tax Planning for Federal Employees
Federal Employee Financial Planning Podcast
Episode 100: One Big Beautiful Bill Part 2
Federal Employee Financial Planning Podcast
Episode 99: One Big Beautiful Bill Part 1
Federal Employee Financial Planning Podcast
Episode 98: Why Federal Employees Can't Afford to Ignore Insurance with Broc Buc...
Federal Employee Financial Planning Podcast
Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, a...
Federal Employee Financial Planning Podcast
Episode 96: A Financial Planner's Guide to Credit Cards, Debit Cards, and Cash
Federal Employee Financial Planning Podcast
EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More
Federal Employee Financial Planning Podcast
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Imp...
Federal Employee Financial Planning Podcast
Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates
Federal Employee Financial Planning Podcast
Episode 92: It's Not Even Close: The 30–50% Gap and Why Federal Benefits Crush t...
Federal Employee Financial Planning Podcast
Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees
Federal Employee Financial Planning Podcast
Episode 90: More than TSP: Real Financial Planning for Real Federal Employees
Federal Employee Financial Planning Podcast
Episode 89: Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Empl...
Federal Employee Financial Planning Podcast
Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake
Federal Employee Financial Planning Podcast
Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reducti...
Federal Employee Financial Planning Podcast
Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & St...
Federal Employee Financial Planning Podcast
Episode 85: Social Security Shake-Up Part 2: Big Changes Are Here–WEP and GPO El...
Federal Employee Financial Planning Podcast
Episode 84: Federal Employee YouTube Favorites: Best Retirement Days, TSP Mistak...
Federal Employee Financial Planning Podcast
Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions
Federal Employee Financial Planning Podcast
Episode 82: Federal Employees: Are You Ready to Retire? DOGE Might Make the Choi...
Federal Employee Financial Planning Podcast
Episode 81: Social Security Shake-Up: What Proposed Changes Mean for Federal Emp...
Federal Employee Financial Planning Podcast
Episode 80: Mortgage Strategies for Federal Employees: Insights with James Ander...
Federal Employee Financial Planning Podcast
Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and C...
Federal Employee Financial Planning Podcast
Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for...
Federal Employee Financial Planning Podcast
SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Emplo...
Federal Employee Financial Planning Podcast
Episode 77: FERS Pension Explained: Key Retirement Options and Benefits for Fede...
Federal Employee Financial Planning Podcast
