Federal Employee Financial Planning Podcast

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.

Federal Employee Financial Planning Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Federal Employee Financial Planning Podcast, a business show with 0 episodes published.

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  Episode #127

  Episode 127: License to Shop, Not to Drop: An Honest Look at Insurance with Broc Buckles

  Sep 28, 20261h 5m

  Insurance is one of those parts of financial planning that most people would rather not think about, but getting it wrong can have a much bigger impact than choosing the wrong investment. It's not particularly exciting, and ideally you'll never need to use it, but the right coverage can provide the foundation that allows the rest of a financial plan to work as intended. In today's episode, we're dissecting the role insurance plays in financial planning with Broc Buckles, co-founder of BC Brokerage. Listen in to learn how umbrella liability coverage works, why disability insurance costs vary based on occupation and risk, how underwriting can differ for military and other higher-risk professions, and how the long-term care insurance market has changed. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Broc Buckles: LinkedIn BC Brokerage FEFP: Why Federal Employees Can't Afford to Ignore Insurance with Broc Buckles (EP98) Mason & Associates: LinkedIn John Mason: LinkedIn Tommy Blackburn: LinkedIn

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  Episode #126

  Episode 126: When Should I Start Taking Social Security?

  Sep 14, 202633 min

  When should you claim Social Security, and how do you know if the "optimal" strategy actually fits your retirement plan? In this episode, we react to a White Coat Investor article exploring whether Social Security should be claimed early and invested or delayed for a larger guaranteed benefit. You'll learn why Social Security optimization is about more than a simple break-even calculation, how delaying one spouse's benefit to age 70 can create higher lifetime and survivor income, and why federal employees may have more flexibility because of their pensions and other guaranteed income sources. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Federal Survivor Benefits eBook Refer a Friend Webinar Registration Episode 73: Maximizing Social Security with Elaine Floyd Social Security Shake-Up: What Proposed Changes Mean for Federal Employees Mason & Associates: LinkedIn John Mason: LinkedIn Tommy Blackburn: LinkedIn

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  Episode #125

  Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotional Side of Retirement with Bob Laura

  Aug 31, 202657 min

  What if being financially ready for retirement is only half of the equation? In this episode, we sit down with Bob Laura, financial planner, speaker, author of Retirement Intelligence , and pioneer in the psychology and social science of retirement and legacy planning. He joins us to share how to prepare for the transition beyond the numbers and create a meaningful retirement before you leave the workforce. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Fill out the Mason & Associates Podcast Listener Survey for a chance to win a copy of Retirement Intelligence Retirement Intelligence by Bob Laura Bob Laura: LinkedIn Mason & Associates: LinkedIn John Mason: LinkedIn Tommy Blackburn: LinkedIn

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  Federal Employee Financial Planning Podcast

  Episode 124: Retirement Readiness

  Aug 17, 20261h 2m

  How do you know if you're truly on track for retirement? And what should you be doing differently at 30, 40, 50… or just six months from leaving federal service? In this episode, John and Tommy break down retirement readiness by life stage, exploring the financial, tax, investment, insurance, and estate planning decisions that matter at different points in your career. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn John Mason: LinkedIn Tommy Blackburn: LinkedIn

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  Federal Employee Financial Planning Podcast

  Episode 123: Mailbag Part Two: Questions from Federal Employees

  Aug 3, 202645 min

  Could a single dollar cost you hundreds more in Medicare premiums? In this mailbag episode, we answer some of the most common retirement planning questions from listeners, beginning with how to avoid IRMAA surcharges and why Medicare planning really starts at age 63. You'll learn how strategies like Roth conversions, bracket-topping, and Qualified Charitable Distributions (QCDs) work and why every strategy should be tailored to your individual financial plan. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn John Mason: LinkedIn Tommy Blackburn: LinkedIn

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