Federal Employee Financial Planning Podcast

Financial Planning & Education

John Mason, CFP®, Tommy Blackburn, CFP®, CPA, PFS, and Ben Raikes, CFP®, EA bring over four decades of combined experience in financial planning and tax strategy to Mason & Associates, specializing in helping federal employees navigate their unique benefits and retirement decisions. They’re honored to answer your most pressing financial questions on the podcast!

Ready to work with us? If you’re a federal employee looking for comprehensive financial planning, we’d love to talk.

Not quite ready? Stay connected and keep learning:

  • Subscribe to the podcast so you never miss an episode
  • Follow us on Facebook, LinkedIn and YouTube to stay connected
  • Share episodes with colleagues who’d benefit

Have a question for the show? We love hearing from listeners. Send us your questions by emailing masonfp@masonllc.net, and it may be featured in a future episode!

Federal Employee Financial Planning Podcast

John Mason, CFP®, Michael Mason, CFP®, CLU®, ChFC®, Tommy Blackburn, CFP®, CPA, PFS, and Ben Raikes, CFP®, EA, host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry.

youtube music
youtube
apple podcast
spotify

FEFP: Let’s Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees (EP115)

Do you actually understand how recent tax changes could impact your financial plan? In this episode, we break down several important tax topics, including Trump accounts, Virginia tax changes, Net Investment Income Tax (NIIT), and estimated tax payments. Tax laws are constantly changing, and what seems permanent today may change with the next administration, which is why tax planning should always be part of a long-term financial strategy. Listen in to learn what Trump accounts are and who they benefit, what the Net Investment Income Tax is (and how to potentially avoid it), how long-term capital gain distributions work, and how…

Federal Employee YouTube Favorites- Best Retirement Days, TSP Mistakes, and Survivor Tips

Don’t Close Thrift Savings Plan

Federal Employees- Do Not Decline Survivor Benefits!

Avoid the Common Financial Planning Mistakes Made by Federal Employees