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FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…
- Blogs
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- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Thrift Savings Plan
- Videos
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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…
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Federal Employee Financial Planning: Financial-Planner-to-Client Ratio (EP67)
How many clients is too many clients? About the Episode: •Why we limit the amount of clients we take on…
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FEFP: Get the Most Out of Your Financial Planner (EP66)
How financial planners demonstrate value through strategic planning meetings. About the Episode: •How to hire the right financial planner •What…
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FEFP: Are Virtual Meetings as Good as In-Person? (EP65)
Are in-person or virtual meetings better? About the Episode: •How to have a less stressful meeting •How to have a…
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FEFP: An Inside Look at Strategic Planning Season (EP64)
Wondering what goes on during strategic planning meeting season at Mason & Associates? About the Episode: •What strategic planning meeting…