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.

Episode 114: When Should Federal Employees Claim Social Security? 03/30/2026

Episode 113: Your FERS Retirement: Back to the Basics 03/16/2026

Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees 03/02/2026

Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retirees 02/16/2026

Episode 110: The Mason & Associates New Client Experience for Federal Employees 02/02/2026

Episode 109: 10 Things You Can Do Outside of an Open Season 01/19/2026

Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Staying Financially Protected 01/05/2026

Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt? 12/22/2025

Episode 106: Money Muscles and Financial Reps: Developing Spending, Saving, and Giving Habits That Last 12/08/2025

Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee 11/24/2025

Episode 104: Federal Employee Health Benefit Considerations & TRICARE 11/10/2025

Episode 103: What Every Federal Employee Should Know About Their TSP 10/27/2025

Episode 102: Federal Employee Retirement in 2025 10/13/2025

Episode 101: Year-End Tax Planning for Federal Employees 09/29/2025

Episode 100: One Big Beautiful Bill Part 2 09/15/2025

Episode 99: One Big Beautiful Bill Part 1 09/01/2025

Episode 98: Why Federal Employees Can’t Afford to Ignore Insurance with Broc Buckles 08/18/2025

Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions 08/04/2025

Episode 96: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash 07/21/2025

EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More 07/07/2025

EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact 06/23/2025

Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates 06/09/2025

Episode 92: It’s Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition 05/26/2025

Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees 05/12/2025

Episode 90: More than TSP: Real Financial Planning for Real Federal Employees 04/28/2025

Episode 89: Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Employees 04/14/2025

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

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

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

Episode 85: Social Security Shake-Up Part 2: Big Changes Are Here–WEP and GPO Eliminated 02/17/2025