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FEFP: An Inside Look at Strategic Planning Season (EP94)
How strategic planning meeting season delivers real-time actions and meaningful client connections. About the Episode: • How Mason & Associates runs 400+ meetings in six weeks without missing a beat…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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FEFP: Estate Planning Across State Lines for Federal Employees (EP76)
Are you keeping your estate plan up to date after a move? About the Episode: •Legal implications of moving between…
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FEFP: Why Federal Retirees Need Specialized Advice (EP75)
Are you making the most of your mortgage options? About the Episode: •Specialized advice federal retirees need •Key mortgage moves:…
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Federal Employee Financial Planning: Protecting You from Yourself (EP74)
Are you your own worst enemy? About the Episode: •When to start thinking about insurance •Common biases that can hold…
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FEFP: Maximizing Social Security with Elaine Floyd (EP73)
What you can do to maximize Social Security About the Episode: •How to maximize Social Security benefits •Understanding the impact…
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FEFP: Are You Ready to Hire a Financial Advisor? (EP72)
When are you ready for a financial planner? About the Episode: •If you’re ready to hire a financial advisor •The…
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Federal Employee Financial Planning: Activate Millionaire Powers (EP71)
Are you wealthier than you think? About the Episode: •How to activate your millionaire powers •The importance of proactive financial…
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FEFP: Mastering Your Financial Plan (EP70)
What we learned from our strategic planning meeting season. About the Episode: •Why we hold strategic planning meeting seasons •The…
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Federal Employee Financial Planning: Distribution Planning Assumptions (EP69)
Is there a problem with having a one-time financial plan? About the Episode: •The importance of having an ever-evolving financial…
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FEFP: TSP Competitive Advantages and Disadvantages (EP68)
How much do you know about your TSP? About the Episode: •The competitive advantages and disadvantages of the TSP •What…