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72 episodes
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Federal Employee Financial Planning Podcast Mason & Associates
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- Education
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4.9 • 36 Ratings
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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 for federal employees.
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Episode 70: Mastering Your Financial Plan
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.
Access the full show notes at Mason & Associates, LLC -
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 -
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 -
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 -
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
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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
Customer Reviews
Wish I'd known sooner
I've learned more in every podcast I've listened to so far than more previous Financial Planned (fired) and books I've read. I'm retired military and currently a federal employee if you're either or both I highly recommend.
Guys you're awesome! Tuning in on every new podcast
D
Great information
The best podcast I have found for financial planning for federal employees!
Estate Planning
This episode was informative and educational. Thank you.