Federal Employee Financial Planning Podcast Mason & Associates

What goes into a successful strategic planning meeting? In this episode, Tommy, John, Ben, and Michael dive into their strategic planning meeting season, sharing valuable insights and lessons learned. They discuss the importance of holding these meetings to ensure everyone is aligned in their financial plans for 2024. You'll learn why it's crucial to plan for your future early and avoid letting retirement sneak up on you, as well as the significance of having a consistent and smooth approach to retirement planning.
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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. 
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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.
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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.
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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.
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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