Federal Employee Financial Planning Podcast
By Mason & Associates
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Subscribers: 3
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Episodes: 120
Description
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.
| Episode | Date |
|---|---|
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Episode 117: FEGLI vs. Term Life: When to Replace Your Federal Employee Life Insurance
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May 11, 2026 |
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Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the Offer
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Apr 27, 2026 |
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Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees
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Apr 13, 2026 |
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Episode 114: When Should Federal Employees Claim Social Security?
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Mar 30, 2026 |
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Episode 113: Your FERS Retirement: Back to the Basics
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Mar 16, 2026 |
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Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees
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Mar 02, 2026 |
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Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retirees
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Feb 16, 2026 |
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Episode 110: The Mason & Associates New Client Experience for Federal Employees
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Feb 02, 2026 |
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Episode 109: 10 Things You Can Do Outside of an Open Season
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Jan 19, 2026 |
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Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Staying Financially Protected
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Jan 05, 2026 |
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Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?
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Dec 22, 2025 |
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Episode 106: Money Muscles and Financial Reps: Developing Spending, Saving, and Giving Habits That Last
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Dec 08, 2025 |
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Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee
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Nov 24, 2025 |
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Episode 104: Federal Employee Health Benefit Considerations & TRICARE
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Nov 10, 2025 |
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Episode 103: What Every Federal Employee Should Know About Their TSP
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Oct 27, 2025 |
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Episode 102: Federal Employee Retirement in 2025
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Oct 13, 2025 |
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Episode 101: Year-End Tax Planning for Federal Employees
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Sep 29, 2025 |
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Episode 100: One Big Beautiful Bill Part 2
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Sep 15, 2025 |
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Episode 99: One Big Beautiful Bill Part 1
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Sep 01, 2025 |
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Episode 98: Why Federal Employees Can't Afford to Ignore Insurance with Broc Buckles
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Aug 18, 2025 |
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Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions
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Aug 04, 2025 |
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Episode 96: A Financial Planner's Guide to Credit Cards, Debit Cards, and Cash
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Jul 21, 2025 |
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EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More
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Jul 07, 2025 |
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EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact
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Jun 23, 2025 |
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Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates
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Jun 09, 2025 |
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Episode 92: It's Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition
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May 26, 2025 |
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Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees
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May 12, 2025 |
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Episode 90: More than TSP: Real Financial Planning for Real Federal Employees
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Apr 28, 2025 |
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Episode 89: Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Employees
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Apr 14, 2025 |
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Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake
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Mar 31, 2025 |
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Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay
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Mar 17, 2025 |
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Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & Staying Prepared
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Mar 03, 2025 |
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Episode 85: Social Security Shake-Up Part 2: Big Changes Are Here–WEP and GPO Eliminated
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Feb 17, 2025 |
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Episode 84: Federal Employee YouTube Favorites: Best Retirement Days, TSP Mistakes, and Survivor Tips
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Feb 03, 2025 |
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Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions
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Jan 20, 2025 |
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Episode 82: Federal Employees: Are You Ready to Retire? DOGE Might Make the Choice for You
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Jan 06, 2025 |
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Episode 81: Social Security Shake-Up: What Proposed Changes Mean for Federal Employees
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Dec 23, 2024 |
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Episode 80: Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter
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Dec 09, 2024 |
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Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith
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Nov 25, 2024 |
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Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for Federal Employees
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Nov 11, 2024 |
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SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Employees Should Know
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Oct 31, 2024 |
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Episode 77: FERS Pension Explained: Key Retirement Options and Benefits for Federal Employees
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Oct 28, 2024 |
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Episode 76: Estate Planning Across State Lines for Federal Employees
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Oct 14, 2024 |
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Episode 75: Why Federal Retirees Need Specialized Advice
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Sep 30, 2024 |
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Episode 74: Protecting You from Yourself
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Sep 16, 2024 |
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Episode 73: Maximizing Social Security with Elaine Floyd
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Sep 02, 2024 |
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Episode 72: Are You Ready to Hire a Financial Advisor?
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Aug 19, 2024 |
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Episode 71: Activate Millionaire Powers
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Aug 05, 2024 |
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Episode 70: Mastering Your Financial Plan
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Jul 22, 2024 |
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Episode 69: Distribution Planning Assumptions
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Jul 08, 2024 |
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Episode 68: TSP Competitive Advantages and Disadvantages
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Jun 24, 2024 |
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Episode 67: Financial-Planner-to-Client Ratio
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Jun 10, 2024 |
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Episode 66: Get the Most Out of Your Financial Planner
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May 27, 2024 |
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Episode 65: Are Virtual Meetings as Good as In-Person?
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May 13, 2024 |
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Episode 64: An Inside Look at Strategic Planning Season
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Apr 29, 2024 |
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Episode 63: Common Misconceptions
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Apr 15, 2024 |
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Episode 62: Financial Planner Compensation
|
Apr 01, 2024 |
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Episode 61: Tax Cuts and Jobs Act of 2017
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Mar 18, 2024 |
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Episode 60: It's A Damn Shame
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Mar 04, 2024 |
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Episode 59: Financial Grand Slams: Winning Strategies for Federal Employees
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Feb 19, 2024 |
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Episode 58: The Roth Revolution
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Feb 05, 2024 |
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Episode 57: Lessons Learned in 2023
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Jan 22, 2024 |
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Episode 56: Start Small, Start Now
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Jan 08, 2024 |
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Episode 55: Dual Federal Employees
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Dec 25, 2023 |
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Episode 54: You Just Got Bad News
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Dec 11, 2023 |
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Episode 53: The Death of a Federal Retiree
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Dec 11, 2023 |
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Episode 52: Sick & Annual Leave
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Nov 27, 2023 |
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Episode 51: Divorce
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Nov 13, 2023 |
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Episode 50: Demanding Fiduciary Excellence & What That Means
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Oct 30, 2023 |
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Episode 49: We Actually Review. Beyond the Request: Adding Value
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Oct 16, 2023 |
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Episode 48: The TRICARE For Life Medicare Advantage: Rethinking Options
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Oct 02, 2023 |
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Episode 47: Shifting Landscape of Medicare, FEHB, and Part D
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Sep 25, 2023 |
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Episode 46: Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? You Decide
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Sep 18, 2023 |
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Episode 45: Know The Score
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Sep 11, 2023 |
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Episode 44: Planning for an Early Retirement
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Sep 04, 2023 |
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Episode 43: Don't Let Perfect Get in the Way of Good Enough
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Aug 21, 2023 |
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Episode 42: 2023 Updates: Taking Action for a Secure Future
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Aug 07, 2023 |
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Episode 41: Social Security In The News & We're Confused
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Jul 24, 2023 |
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Episode 40: Investment Jargon Part Two
|
Jul 10, 2023 |
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Episode 39: Investment Jargon Part One
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Jun 26, 2023 |
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Episode 38: Social Security: The Tax Torpedo
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Jun 12, 2023 |
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Episode 37: Social Security: Family and Survivor Benefits
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May 29, 2023 |
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Episode 36: Social Security: Beyond the Basics
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May 15, 2023 |
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Episode 35: Social Security: How to Maximize Your Benefits
|
May 01, 2023 |
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Episode 34: Aunt IRMAA
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Apr 17, 2023 |
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Episode 33: Know the End in the Beginning
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Apr 03, 2023 |
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Episode 32: Military Survivor Benefit Open Season
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Mar 20, 2023 |
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Episode 31: Consult Your Tax Advisor
|
Mar 06, 2023 |
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Episode 30: SECURE 2.0
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Feb 20, 2023 |
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Episode 29: New Year, New Goals
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Feb 06, 2023 |
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Episode 28: Tax Planning for Charitable Giving
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Jan 23, 2023 |
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Episode 27: Managing Retirement Accounts During Volatile Times
|
Jan 09, 2023 |
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Episode 26: C-O-L-A Cost of Living Adjustment
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Dec 26, 2022 |
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Episode 25: Annuities the 4 Letter Word
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Dec 12, 2022 |
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Episode 24: Mortgages, Home Equity Lines, and Interest Rates with James Anderson of CapCenter
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Nov 28, 2022 |
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Episode 23: Introduction to Estate Planning with Heather Szajda
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Nov 14, 2022 |
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Episode 22: Retirement Plan Success Rate = 100 %
|
Oct 31, 2022 |
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Episode 21: Federal Employee Financial Planning: FEHB
|
Oct 17, 2022 |
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SPECIAL EPISODE: New Client Process & Client Experience
|
Oct 03, 2022 |
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Episode 20: Federal Employee Financial Planning: Meet Your Hosts
|
Sep 19, 2022 |
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Episode 19: Federal Employee Financial Planning: CSRS Vs. FERS
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Sep 05, 2022 |
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Episode 18: Federal Employee Financial Planning: They Are Not Talking To You
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Aug 22, 2022 |
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Special Episode: VCP Mega Mega Back Door Roth IRA
|
Aug 11, 2022 |
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Episode 17: Federal Employee Financial Planning: The Year of Retirement
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Aug 08, 2022 |
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Episode 16: Federal Employee Financial Planning: Not All Open Seasons Are Created Equal
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Jul 25, 2022 |
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Episode 15: Federal Employee Financial Planning: The Year Before Retirement
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Jul 11, 2022 |
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Episode 14: Federal Long-Term Care Insurance
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Jun 27, 2022 |
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Episode 13: Do Federal Employees Need a Financial Planner?
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Jun 13, 2022 |
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Episode 12: Federal Employee Financial Planning Social Security Fairness Act: WEP
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May 30, 2022 |
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Episode 11: Federal Employee Financial Planning Social Security Fairness Act: GPO
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May 16, 2022 |
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Episode 10: Federal Employee Financial Planning TSP at Retirement or 59.5
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May 02, 2022 |
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Episode 9: Federal Employee Financial Planning TSP Accumulation
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Apr 18, 2022 |
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Episode 8: Federal Employees Group Life Insurance (FEGLI)
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Apr 04, 2022 |
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Episode 7: FERS (Part 3)
|
Mar 21, 2022 |
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Episode 6: FERS (Part 2)
|
Mar 09, 2022 |
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Episode 5: FERS (Part 1)
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Feb 21, 2022 |
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Episode 4: Civil Service Retirement System (Part 2)
|
Feb 07, 2022 |
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Episode 3: Civil Service Retirement System (Part 1)
|
Jan 24, 2022 |
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Episode 2: Survivor Benefits - Military & Federal
|
Jan 24, 2022 |
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Episode 1: The Home Stretch
|
Jan 13, 2022 |