18 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
    • 5.0 • 17 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.

    Special Episode: VCP Mega Mega Back Door Roth IRA

    Special Episode: VCP Mega Mega Back Door Roth IRA

    A Mega Backdoor Roth IRA is a tax strategy available to employees whose retirement plans allow them to make significant after-tax contributions and to transfer their contributions to a Roth IRA. In other words, if you want to maximize your Roth contributions, you need to understand the power of the Mega Backdoor Roth. So, in this episode, Michael, Tommy and John will be sharing the steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest tax loophole of your lifetime, particularly if you are CSRS or CSRS Offset and have acess to the Voluntary Contribution Plan (VCP).
    Access the full show notes at Mason & Associates, LLC

    • 35 min
    Episode 17: Federal Employee Financial Planning: The Year of Retirement

    Episode 17: Federal Employee Financial Planning: The Year of Retirement

    You’ve made it! You have finished up with the career you worked in for decades and you are now stepping into your first year of retirement. What does this look like exactly? And what should you expect financially? In this episode, Michael, Tommy and John will be discussing everything that you should have in place as you enter your golden years, as well as what you can anticipate throughout this first year.
    Access the full show notes at Mason & Associates, LLC

    • 37 min
    Episode 16: Federal Employee Financial Planning: Not All Open Seasons Are Created Equal

    Episode 16: Federal Employee Financial Planning: Not All Open Seasons Are Created Equal

    As a federal employee, open season is your annual opportunity to assess your health care needs and make any necessary changes to your health insurance for the following 12 months. You have much more control over the cost and/or coverage of your benefits, so it’s essential to take advantage of that. In this episode, Michael, Tommy, and John will explain how to ensure you’re making the most of your available benefits, including special, once-in-a-blue-moon open seasons, as not every open season is the same—and some deserve special attention.
    Access the full show notes at Mason & Associates, LLC

    • 31 min
    Episode 15: Federal Employee Financial Planning: The Year Before Retirement

    Episode 15: Federal Employee Financial Planning: The Year Before Retirement

    The year before retirement can be nerve-racking for many people. The career they’ve worked so hard for is coming to an end, they have to start making big plans for their work-free future, and there may be some financial anxiety coming up, as well. So, in this episode, Michael, Tommy, and John are going to be discussing what you can expect for the year before retirement and what you should have in place as you approach this next season.
    Access the full show notes at Mason & Associates, LLC

    • 44 min
    Episode 14: Federal Long-Term Care Insurance

    Episode 14: Federal Long-Term Care Insurance

    The Federal Long-Term Care Insurance Program (FLTCIP) provides long-term care insurance to help cover the costs of care if you can no longer perform everyday tasks by yourself due to chronic illness, injury, or disability. This is something that you may need for the rest of your life, and it is important to ensure you’re well looked after. To help Michael, Tommy, and John discuss this topic more in depth is Jill MacNeil, LLIS’s long-term care insurance specialist. In this episode, she will be describing the emotional and financial needs of long-term care.
    Access the full show notes at Mason & Associates, LLC

    • 48 min
    Episode 13: Do Federal Employees Need a Financial Planner?

    Episode 13: Do Federal Employees Need a Financial Planner?

    For many people, a “need” is something you can’t survive without. So, can federal employees survive without a financial planner? The answer is, of course, yes. However, their lives will be significantly easier with a financial planner guiding them. In this episode, Michael, Tommy and John will be sharing the value you can receive by having a financial planner and the common mistakes federal employees make when they don’t have financial guidance.
    Access the full show notes at Mason & Associates, LLC

    • 33 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

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