71 episodes

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.

Federal Employee Financial Planning Podcast Mason & Associates

    • Education
    • 4.9 • 35 Ratings

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.

    Episode 69: Distribution Planning Assumptions

    Episode 69: Distribution Planning Assumptions

    Have you considered whether your financial plan can adapt to fit your life as things change? Join Tommy, Michael, John, and Ben in this episode as they unpack distribution planning assumptions and explain why a one-time financial plan falls short. They tackle the myth that running out of money equals failure, highlighting how other income sources like federal benefits and investments can play a crucial role in financial security. 
    Access the full show notes at Mason & Associates, LLC

    • 44 min
    Episode 68: TSP Competitive Advantages and Disadvantages

    Episode 68: TSP Competitive Advantages and Disadvantages

    Have you ever wondered about the ins and outs of the Federal Thrift Savings Plan (TSP) and its impact on your financial future? In today's episode, John, Michael, Tommy, and Ben break down the competitive advantages and disadvantages of the TSP. We'll explore the benefits of maintaining your TSP long after retirement, including one option that allows post-tax contributions to grow tax-free.
    Access the full show notes at Mason & Associates, LLC

    • 45 min
    Episode 67: Financial-Planner-to-Client Ratio

    Episode 67: Financial-Planner-to-Client Ratio

    How does the financial-planner-to-client ratio impact the quality of financial advice? In this episode, John, Michael, Tommy, and Ben will discuss how the ratio of clients per advisor shapes their approach to financial planning. They will share their journey from managing 150 - 200 clients per planner to capping it at 100, explaining why this change was necessary for delivering top-notch service.
    Access the full show notes at Mason & Associates, LLC

    • 40 min
    Episode 66: Get the Most Out of Your Financial Planner

    Episode 66: Get the Most Out of Your Financial Planner

    How do financial planners demonstrate value? In this episode, John, Tommy, and Ben explain the intricacies of the client relationships they maintain as financial planners. They unpack the distinction between onboarding and ongoing client service, emphasizing the importance of maintaining a continuous partnership with your financial advisor.
    Access the full show notes at Mason & Associates, LLC
     

    • 44 min
    Episode 65: Are Virtual Meetings as Good as In-Person?

    Episode 65: Are Virtual Meetings as Good as In-Person?

    What are the perks of virtual versus in-person client meetings? In this episode, Tommy, Ben, and John weigh the advantages, exploring how virtual meetings offer unparalleled flexibility and opportunities. They will explain how virtual meetings not only save time, but also provide greater access to financial advice, as well as the less intimidating nature of virtual interactions, where discussing finances from the comfort of home can alleviate stress. 
    Access the full show notes at Mason & Associates, LLC

    • 39 min
    Episode 64: An Inside Look at Strategic Planning Season

    Episode 64: An Inside Look at Strategic Planning Season

    Wondering what goes on during strategic planning meeting season at Mason & Associates? Join Tommy, Ben, and John as they break down what to expect during this crucial time. From adjusting plans to accommodate changing goals to demanding excellence from your financial planner, this episode covers it all. 
    Access the full show notes at Mason & Associates, LLC

    • 41 min

Customer Reviews

4.9 out of 5
35 Ratings

35 Ratings

CS 2024 ,

Great information

The best podcast I have found for financial planning for federal employees!

Andrea L. B. ,

Estate Planning

This episode was informative and educational. Thank you.

Micharr2406 ,

Happy I found this podcast

Happy I found this podcast I’m a current fed employee and have enjoyed the topics discussed. I would like to retire early so this information is invaluable. I am sharing with other fed employees.

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