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Federal Employee Financial Planning Podcast

Mason & Associates

EN128 episodes
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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...

Notable Guests

Episodes (128)

Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotio...

Federal Employee Financial Planning Podcast

Aug 31, 202657:12pending

Episode 124: Retirement Readiness

Federal Employee Financial Planning Podcast

Aug 17, 20261:01:46pending

Episode 123: Mailbag Part Two: Questions from Federal Employees

Federal Employee Financial Planning Podcast

Aug 3, 202645:04pending

Episode 122: Mailbag Part One: Questions from Federal Employees

Federal Employee Financial Planning Podcast

Jul 20, 202649:00pending

Episode 121: The Questions Federal Employees Are Asking in 2026

Federal Employee Financial Planning Podcast

Jul 6, 202656:32pending

Episode 120: TSP Withdrawal Mistakes That Nobody Warned You About

Federal Employee Financial Planning Podcast

Jun 22, 202648:16pending

Episode 119: Avoiding the Common Financial Planning Mistakes Made by Federal Emp...

Federal Employee Financial Planning Podcast

Jun 8, 20261:23:24pending

Episode 118: Think Fastball, Then Adjust: How Federal Employees Navigate Curveba...

Federal Employee Financial Planning Podcast

May 25, 202652:59pending

Episode 117: FEGLI vs. Term Life: When to Replace Your Federal Employee Life Ins...

Federal Employee Financial Planning Podcast

May 11, 202651:19pending

Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the...

Federal Employee Financial Planning Podcast

Apr 27, 202631:33failed

Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for F...

Federal Employee Financial Planning Podcast

Apr 13, 202656:50failed

Episode 114: When Should Federal Employees Claim Social Security?

Federal Employee Financial Planning Podcast

Mar 30, 202646:33failed

Episode 113: Your FERS Retirement: Back to the Basics

Federal Employee Financial Planning Podcast

Mar 16, 202656:40failed

Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees

Federal Employee Financial Planning Podcast

Mar 2, 202642:50pending

Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retire...

Federal Employee Financial Planning Podcast

Feb 16, 202651:25pending

Episode 110: The Mason & Associates New Client Experience for Federal Employees

Federal Employee Financial Planning Podcast

Feb 2, 202653:26pending

Episode 109: 10 Things You Can Do Outside of an Open Season

Federal Employee Financial Planning Podcast

Jan 19, 202620:25pending

Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Stayin...

Federal Employee Financial Planning Podcast

Jan 5, 202646:04pending

Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?

Federal Employee Financial Planning Podcast

Dec 22, 202554:30pending

Episode 106: Money Muscles and Financial Reps: Developing Spending, Saving, and...

Federal Employee Financial Planning Podcast

Dec 8, 202548:44pending

Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Fede...

Federal Employee Financial Planning Podcast

Nov 24, 20251:01:07pending

Episode 104: Federal Employee Health Benefit Considerations & TRICARE

Federal Employee Financial Planning Podcast

Nov 10, 202552:25pending

Episode 103: What Every Federal Employee Should Know About Their TSP

Federal Employee Financial Planning Podcast

Oct 27, 20251:02:56pending

Episode 102: Federal Employee Retirement in 2025

Federal Employee Financial Planning Podcast

Oct 13, 20251:06:31pending

Episode 101: Year-End Tax Planning for Federal Employees

Federal Employee Financial Planning Podcast

Sep 29, 202559:05pending

Episode 100: One Big Beautiful Bill Part 2

Federal Employee Financial Planning Podcast

Sep 15, 20251:01:55pending

Episode 99: One Big Beautiful Bill Part 1

Federal Employee Financial Planning Podcast

Sep 1, 202547:55pending

Episode 98: Why Federal Employees Can't Afford to Ignore Insurance with Broc Buc...

Federal Employee Financial Planning Podcast

Aug 18, 20251:00:48pending

Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, a...

Federal Employee Financial Planning Podcast

Aug 4, 202530:53pending

Episode 96: A Financial Planner's Guide to Credit Cards, Debit Cards, and Cash

Federal Employee Financial Planning Podcast

Jul 21, 202531:34pending

EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More

Federal Employee Financial Planning Podcast

Jul 7, 202558:10pending

EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Imp...

Federal Employee Financial Planning Podcast

Jun 23, 20251:02:06pending

Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates

Federal Employee Financial Planning Podcast

Jun 9, 202529:35pending

Episode 92: It's Not Even Close: The 30–50% Gap and Why Federal Benefits Crush t...

Federal Employee Financial Planning Podcast

May 26, 202551:05pending

Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

Federal Employee Financial Planning Podcast

May 12, 202540:27pending

Episode 90: More than TSP: Real Financial Planning for Real Federal Employees

Federal Employee Financial Planning Podcast

Apr 28, 202545:56pending

Episode 89: Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Empl...

Federal Employee Financial Planning Podcast

Apr 14, 202543:57pending

Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake

Federal Employee Financial Planning Podcast

Mar 31, 20251:04:04pending

Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reducti...

Federal Employee Financial Planning Podcast

Mar 17, 20251:06:18pending

Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & St...

Federal Employee Financial Planning Podcast

Mar 3, 202542:56pending

Episode 85: Social Security Shake-Up Part 2: Big Changes Are Here–WEP and GPO El...

Federal Employee Financial Planning Podcast

Feb 17, 202546:50pending

Episode 84: Federal Employee YouTube Favorites: Best Retirement Days, TSP Mistak...

Federal Employee Financial Planning Podcast

Feb 3, 202551:05pending

Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions

Federal Employee Financial Planning Podcast

Jan 20, 202543:04pending

Episode 82: Federal Employees: Are You Ready to Retire? DOGE Might Make the Choi...

Federal Employee Financial Planning Podcast

Jan 6, 202540:43pending

Episode 81: Social Security Shake-Up: What Proposed Changes Mean for Federal Emp...

Federal Employee Financial Planning Podcast

Dec 23, 202458:39pending

Episode 80: Mortgage Strategies for Federal Employees: Insights with James Ander...

Federal Employee Financial Planning Podcast

Dec 9, 202447:32pending

Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and C...

Federal Employee Financial Planning Podcast

Nov 25, 20241:06:07pending

Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for...

Federal Employee Financial Planning Podcast

Nov 11, 202451:46pending

SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Emplo...

Federal Employee Financial Planning Podcast

Oct 31, 202452:51pending

Episode 77: FERS Pension Explained: Key Retirement Options and Benefits for Fede...

Federal Employee Financial Planning Podcast

Oct 28, 202447:16pending