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FEFP: One Big Beautiful Bill Part 1 (EP99)
What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this sweeping tax legislation has stirred conversations across the country, but…
What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this sweeping tax legislation has stirred conversations across the country, but…

When are you ready for a financial planner? About the Episode: •If you’re ready to hire a financial advisor •The…

Are you wealthier than you think? About the Episode: •How to activate your millionaire powers •The importance of proactive financial…

What we learned from our strategic planning meeting season. About the Episode: •Why we hold strategic planning meeting seasons •The…

Is there a problem with having a one-time financial plan? About the Episode: •The importance of having an ever-evolving financial…

How much do you know about your TSP? About the Episode: •The competitive advantages and disadvantages of the TSP •What…

How many clients is too many clients? About the Episode: •Why we limit the amount of clients we take on…

How financial planners demonstrate value through strategic planning meetings. About the Episode: •How to hire the right financial planner •What…

Are in-person or virtual meetings better? About the Episode: •How to have a less stressful meeting •How to have a…

Wondering what goes on during strategic planning meeting season at Mason & Associates? About the Episode: •What strategic planning meeting…