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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
Value Vs Cost
Mason & Associates
Thrift Savings Plan
Experienced Advisors
Investing
Federal Employee Benefits
Government Pension Offset
Windfall Elimination Provision
Social Security Fairness Act
Medicare
Estate Planning
FERS
Market Fluctuations

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 monthlyEpisodes104Founded4 years ago
Number of ListenersCategories
InvestingEducationBusinessHow To

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Artwork for Federal Employee Financial Planning Podcast

Latest Episodes

Think you have to wait for Open Season to make meaningful financial decisions as a federal employee? This episode breaks that myth wide open. John, Ben, and Tommy walk through the most impactful moves federal employees can make any time of year, from... more

What if getting hacked isn't a question of if, but when? In this episode, Tommy Blackburn and John Mason break down the real-world cybersecurity risks they're seeing—not in theory, but from personal experience. After being compromised multiple times ... more

YouTube

Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth conversions, as well as the role of taxes, spending, and charitable goals. You'll learn why it's not always wise to "just co... more

What would your life look like if you actually used the money you spent years saving? In this episode, Tommy and John break down the idea of "flexing your money muscles" and why those muscles can mean tightening your spending or giving yourself permi... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

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Your Money, Your Wealth
Your Money, Your WealthJoe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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

Host

John Mason
Host of the Federal Employee Financial Planning Podcast, President and Certified Financial Planner at Mason & Associates.

Reviews

4.7 out of 5 stars from 52 ratings
  • VA Loans do not require PMI!

    In the OBBA part 2 podcast the speaker - at around 41 minutes - stated that PMI is required for VA loans. No, it’s not. That remark made this podcast lose all credibility

    Apple Podcasts
    1
    A Vet Listener 2025
    United States4 months ago
  • 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 States2 years 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.

Constructive criticism points to occasional inaccuracies, but overall, listeners find value in the expert insights provided.
Many express gratitude for the practical strategies shared, noting that the information is particularly beneficial for those nearing retirement.
Listeners appreciate the targeted financial advice specifically for federal employees, emphasizing the importance of understanding complex benefits.

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.

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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 financial planning needs of federal employees, content covers a wide range of topics tailored to the unique benefits and challenges they face. Discussing strategies for retirement planning, survivor benefits, Medicare, emergency funds, and investment options, the hosts emphasize the importance of personalized financial advice in navigating complex regulations and policies. The discussions reflect real-life experiences and case studies, enhancing credibility and relatability for listeners. This podcast uniquely combines in-depth expert insights with actionable strategies, making it an invaluable resource for current and retired federal employees seeking to optimize their financial situations.

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How many episodes of this podcast are there?

this podcast launched 4 years ago and published 104 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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What guests have appeared on this podcast?

Recent guests on this podcast include:

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

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