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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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COLA Danger – Your Cost of Living Adjustment May be Delayed !
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews Federal pension cost of living adjustments (COLAs) and situations in…
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The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)
Plan for your retirement effectively through understanding your Medicare options. About the Episode: •What TRICARE For Life is •How to…
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What Beneficiary Form!?
John Mason, CFP®, discusses the need for Federal employees to understand beneficiary forms that may have been completed decades ago.…
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FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
Understanding the Medicare changes can help you plan efficiently. About the Episode: •What the “donut hole” is •Changes to be…
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Roth TSP or Traditional TSP? Which is Best for Federal Employees?
John Mason, CFP®, discusses the differences between traditional (pre-tax) retirement savings and Roth retirement savings. About the Episode: • There…
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Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)
Medicare is an important topic to understand, even if you are a Federal Employee. About the Episode: •Understand the freedom…
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Estate Planning Mini-Series – Advance Medical Directive
Ben Raikes, CFP®, EA, of Mason & Associates discusses the Advance Medical Directive (AMD) and how it can be implemented…
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Federal Employee Financial Planning: Know The Score (EP45)
Knowing the score of your financial plan is essential for success. About the Episode: •Do your due diligence •Make informed…
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Thrift Savings Plan – Estate Planning for Your TSP
John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan.…