Federal Employee Financial Planning Podcast

Mason & Associates
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  • MỘT THÁNG HAI LẦN
Federal Employee Financial Planning Podcast

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.

  1. 14 THG 10

    From Planning to Probate to Inheritance: Navigating Estate Documents and Expert Advice

    What happens to your estate planning documents when you move between states? In this episode, Megan Ingram and Julie Steinbacher from Steinbacher, Goodall & Yurchak share expert advice on the legal implications of relocating and how it affects your estate plan. You'll learn about the importance of keeping your documents updated, especially after major life changes or moves, and how laws like the Uniform Trust Act help estate documents travel across state lines. Access the full show notes at Mason & Associates, LLC

    1 giờ 20 phút

  2. 30 THG 9

    Episode 75: Why Federal Retirees Need Specialized Advice

    Are you confused about when to refinance your mortgage or how interest rates affect your decisions? In this episode, John, Tommy, and Ben dive into critical financial topics for federal retirees navigating today's housing market. You'll learn about the challenges of refinancing, when it's a good idea, and when you might want to hold off. They also explore discount points, what makes buying a home more difficult now than in the past, and how to prepare for future market changes. Access the full show notes at Mason & Associates, LLC

    47 phút

  3. 16 THG 9

    Episode 74: Protecting You from Yourself

    Are you truly prepared for the unexpected? In this episode, Michael, Tommy, and John dive into how to protect yourself financially, tackling the common objections and biases they encounter in their decades of experience. You’ll hear key insights on insurance, including how to ensure you’re covered before you need it, how FEGLI Option B compares to Basic, and why life and disability insurance are non-negotiable. Listen in to learn why it's crucial to plan both for living a long, fulfilling life and the unexpected realities that could happen tomorrow.  Access the full show notes at Mason & Associates, LLC

    49 phút

  4. 2 THG 9

    Episode 73: Maximizing Social Security with Elaine Floyd

    What’s the best way to maximize your Social Security benefits? In this episode, Tommy and John dive into this critical topic with expert Elaine Floyd, CFP®, who shares insights from her extensive experience in retirement and life planning. Elaine explains the intricacies of Social Security, emphasizing that your benefit and retirement strategy should be tailored to your unique situation, rather than following a one-size-fits-all approach. Access the full show notes at Mason & Associates, LLC

    57 phút

  5. 19 THG 8

    Episode 72: Are You Ready to Hire a Financial Advisor?

    Is it the right time to hire a financial planner? In this episode, Tommy, John, and Michael dive into the intricacies of financial planning and highlight the importance of expert guidance. They discuss the pitfalls of trying to manage your finances alone, the risks of bad advice, and why getting professional help early on can make all the difference.  Access the full show notes at Mason & Associates, LLC

    43 phút

  6. 5 THG 8

    Episode 71: Activate Millionaire Powers

    Are you wealthier than you think? In this episode, John, Tommy, and Mike will explore how you can activate your millionaire powers and start making decisions based on what you can afford, rather than what you think you can’t. They’ll discuss the importance of having a proactive approach to financial planning, so you’re prepared to make well-informed decisions before it’s too late. Access the full show notes at Mason & Associates, LLC

    47 phút

  7. 22 THG 7

    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

    44 phút

  8. 8 THG 7

    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 phút
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/5
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Mason & Associates
  • Năm hoạt động
    2022 - 2024
  • Tập
    78
  • Xếp hạng
    Sạch
  • Bản quyền
    © Mason & Associates 2021. All rights reserved.
  • Trang web chương trình
    Federal Employee Financial Planning Podcast

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