• Federal Employee Financial Planning Podcast

  • 著者： Mason & Associates
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Federal Employee Financial Planning Podcast

著者： Mason & Associates
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  • Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.
    Mason & Associates 2021. All rights reserved.
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あらすじ・解説

Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.
Mason & Associates 2021. All rights reserved.
個人ファイナンス 経済学
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エピソード
  • Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake

    Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake
    2025/03/31

    Should you elect full survivor benefits when retiring as a federal employee? In this episode, John, Tommy, and Mike discuss one of the most critical decisions for federal retirees. They explore the costs, benefits, and long-term financial implications of survivor benefits, urging retirees to carefully consider their options. They also emphasize the importance of full survivor benefits for ensuring continued income for spouses after retirement, providing real-life examples to show how these benefits can impact financial security, tax advantages, and peace of mind.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Federal Employee Health Benefits (FEHB)
    • Stay Wealthy Retirement Show
    • Federal Employees - DO NOT Decline Survivor Benefits!
    • Mason & Associates Interview with Wavy 10- Military Survivor Benefits
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    1 時間 4 分
  • Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay

    Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay
    2025/03/17

    Medicare decisions can be overwhelming, and with rising costs and policy changes, making the right choice is more important than ever. In this episode, Bryan Gay, owner of Boomer Insurance Group, shares his insights from helping over 20,000 clients navigate Medicare enrollment, insurance options, and the impact of the Inflation Reduction Act. He explains why working with his team can be a game-changer and how choosing the wrong plan could cost you in the long run.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Bryan Gay: LinkedIn | Website
    • Blue Cross Blue Shield Compare
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    1 時間 6 分
  • Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & Staying Prepared

    Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & Staying Prepared
    2025/03/03

    Is the Deferred Resignation Program an opportunity or a risk for federal employees? In this episode, Tommy, John, and Michael break down what this program means, how it’s impacting federal employees, and why having a solid financial plan in place is more important than ever. They’ll discuss why you can’t rely on every media headline, the importance of working with a knowledgeable team, and how to position yourself for financial stability—no matter how secure your job may seem.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • OPM FAQs
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    43 分

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