39 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
    • 4.8 • 23 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 37: Social Security: Family and Survivor Benefits

    Episode 37: Social Security: Family and Survivor Benefits

    Are your spouse and children supported by your Social Security benefits? What happens in the unlikely event that you pass away suddenly and unexpectedly? In this episode, Michael, John, Tommy, and Ben explain some of the lesser-known aspects of Social Security. Diving into the realm of family benefits, they discuss scenarios where non-contributing spouses or children can still access significant returns.
    Access the full show notes at Mason & Associates, LLC

    • 30 min
    Episode 36: Social Security: Beyond the Basics

    Episode 36: Social Security: Beyond the Basics

    Get ready to take your retirement benefits to the next level! As a federal employee, you've got a lot to look forward to: guaranteed FERS benefits and Social Security, plus a steady income that keeps the bills paid. But what if we told you there's a way to add some extra icing to the cake? In this episode, Michael, John, Tommy, and Ben are back to help you do just that. They're continuing the conversation about Social Security benefits and revealing how to stack the deck in your favor.
    Access the full show notes at Mason & Associates, LLC

    • 25 min
    Episode 35: Social Security: How to Maximize Your Benefits

    Episode 35: Social Security: How to Maximize Your Benefits

    Do you ever wonder if you're making the right decisions when it comes to Social Security? With countless advertisements bombarding us with a million ways to claim our benefits, it's easy to feel overwhelmed and unsure of what to do. In this episode, Michael, John, Tommy, and Ben will be shedding light on the complexities of Social Security so that you can plan for a financially secure future.
    Access the full show notes at Mason & Associates, LLC

    • 26 min
    Episode 34: Aunt IRMAA

    Episode 34: Aunt IRMAA

    Are you approaching the age of 65 and worried about your Medicare premiums? Do you know what IRMAA is and how it can affect your monthly payments? In this episode, Michael, Tommy, John, and Ben will be discussing everything you need to know about Income Related Monthly Adjustment Amount (IRMAA) and how it relates to your Medicare coverage. This episode will be especially valuable for all federal employees, but specifically to those approaching the age of 65.
    Access the full show notes at Mason & Associates, LLC

    • 40 min
    Episode 33: Know the End in the Beginning

    Episode 33: Know the End in the Beginning

    Are you ready to retire comfortably and enjoy the fruits of your labor? Retirement planning is not just a reactive process—it's a proactive one. It's crucial to start planning for your golden years as early as possible to ensure you have the financial stability and peace of mind you deserve. But where do you start? That's just one of the many questions that Michael and Tommy will be answering in this eye-opening episode. 
    Access the full show notes at Mason & Associates, LLC

    • 29 min
    Episode 32: Military Survivor Benefit Open Season

    Episode 32: Military Survivor Benefit Open Season

    Today we are talking about a once-in-a-lifetime opportunity for military retirees. The open season allows retirees who did not take survivor benefits initially to reverse that decision and potentially secure up to 55% of their pension for their spouse if they predecease. In this episode, Michael, John, Tommy, and Ben, will be explaining the cost of purchasing military survivor benefits, the changes in cost over the years, and who is most likely to benefit from this opportunity.
    Access the full show notes at Mason & Associates, LLC

    • 38 min

Customer Reviews

4.8 out of 5
23 Ratings

23 Ratings

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