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Artwork for Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

Mason & Associates
Financial Planning
Federal Employees
Retirement Planning
Survivor Benefits
Social Security
Client Relationships
Fees Structure
Mason & Associates
Value Vs Cost
Thrift Savings Plan
Experienced Advisors
Investing
Federal Employee Benefits
Government Pension Offset
Windfall Elimination Provision
Social Security Fairness Act
Medicare
Estate Planning
FERS
2024 Election

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... more

PublishesTwice monthlyEpisodes100Founded4 years ago
Number of ListenersCategories
BusinessInvestingHow ToEducation

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Artwork for Federal Employee Financial Planning Podcast

Latest Episodes

What does the One Big Beautiful Bill mean for everyday taxpayers? And how will it shape the financial future of federal employees across the country? In this episode, we continue our deep dive into the bill with Stephen Kimberlin of Forvis Mazars US,... more

YouTube

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 today we’re zeroing in on how it impacts federal ... more

YouTube

What if the biggest threat to your financial plan isn’t the stock market or taxes, but being underinsured? In this episode, Tommy and John sit down with Broc Buckles, co-founder of BC Brokerage, to talk about why insurance is a critical cornerstone o... more

YouTube

What if your federal pension is small and you’re not relying on it—should you still elect survivor benefits? In this episode, John and Tommy respond to a listener’s detailed YouTube question about pensions, TSP, and survivor benefits when service tim... more

YouTube

Key Facts

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Recent Guests

James Anderson
Regional Manager
CapCenter
Episode: Episode 80: Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter
Rachel Meredith
Founder of Banks Mountain Financial
Banks Mountain Financial
Episode: Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith
Julie Steinbacher
Founder and owner of Steinbacher, Goodall & Yurchak, specializing in estate planning and elder law.
Steinbacher, Goodall & Yurchak
Episode: Episode 76: Estate Planning Across State Lines for Federal Employees
Megan Ingram
Attorney focusing on special needs planning and wealth protection at Steinbacher, Goodall & Yurchak.
Steinbacher, Goodall & Yurchak
Episode: Episode 76: Estate Planning Across State Lines for Federal Employees

Hosts

John Mason
Host and certified financial planner specializing in federal employee benefits. He brings extensive experience in financial planning and aims to empower federal employees with tailored strategies to enhance their financial decisions.
Tommy Blackburn
Co-host and certified financial planner with a focus on helping clients navigate their financial landscape, particularly in relation to federal employee benefits and retirement planning.

Reviews

4.8 out of 5 stars from 50 ratings
  • Wish I'd known sooner

    I've learned more in every podcast I've listened to so far than more previous Financial Planned (fired) and books I've read. I'm retired military and currently a federal employee if you're either or both I highly recommend.

    Guys you're awesome! Tuning in on every new podcast

    D

    Apple Podcasts
    5
    D will retire Happy
    United Statesa year ago
  • Great information

    The best podcast I have found for financial planning for federal employees!

    Apple Podcasts
    5
    CS 2024
    United Statesa year ago
  • Estate Planning

    This episode was informative and educational. Thank you.

    Apple Podcasts
    5
    Andrea L. B.
    United States2 years ago
  • Happy I found this podcast

    Happy I found this podcast I’m a current fed employee and have enjoyed the topics discussed. I would like to retire early so this information is invaluable. I am sharing with other fed employees.

    Apple Podcasts
    5
    Micharr2406
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the targeted financial advice tailored specifically for federal employees, noting its relevance and actionable strategies.
Listeners find the discussions informative and engaging, often referencing how they have helped them make crucial financial decisions.
Many reviews highlight how the show's content significantly aids federal employees in understanding and maximizing their benefits, enhancing their financial wellbeing during retirement planning.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 76: Estate Planning Across State Lines for Federal Employees
Q: What do y'all advise on how often should documents be reviewed?
Every two years, especially for mental health power of attorney, but ideally every four years or when significant life events occur.
Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions
Q: What are the disadvantages of the new in-plan Roth conversions?
They may require careful tax planning, and there are concerns about clients executing them without proper advice, leading to potential tax liabilities.
Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions
Q: What are the upcoming changes to the TSP contribution limits?
Contribution limits will rise to $23,500 for under 50, with additional catch-up contributions for those aged 50 and older, and new rules for ages 60 to 63.
Episode 80: Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter
Q: How does CapCenter make their money without closing costs?
James details their model, focusing on competitive rates and a volume-based business approach rather than traditional commission structures.
Episode 80: Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter
Q: What are the current interest rates and predictions for the market?
James explains current rates are in the mid-6s for conventional loans and discusses market factors affecting interest rates.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Focusing on the unique financial needs of federal employees, episodes cover various topics including retirement planning, financial security, estate planning, tax strategies, and the intricacies of federal benefits. The expertise of financial advisors shines through as they provide tailored advice and strategies that cater specifically to the challenges faced by this demographic. Notable discussions include navigating recent legislative changes affecting Social Security and retirement options while incorporating real-life insights and anecdotes that enhance listener engagement and understanding.

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this podcast launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on this podcast include:

1. James Anderson
2. Rachel Meredith
3. Julie Steinbacher
4. Megan Ingram

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