Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

Mason & Associates

Episodes 122
Avg. Duration 41m
Activity Highly Active
Apple Rating 4.8 (48)
Since Jan 2022
Latest Episode Jun 2026

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Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
100%
Hosting
rss.libsyn.com

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About This 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.

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Recent Episodes

Episode 119: Avoiding the Common Financial Planning Mistakes Made by Federal Employees

Jun 08, 2026 1h 23m

Are you maximizing the true value of your federal benefits, or are you unintentionally leaving money on the table? In this special episode, John and Tommy present an updated version of a classic…

Episode 118: Think Fastball, Then Adjust: How Federal Employees Navigate Curveballs with a Financial Planner

May 25, 2026 52m

What happens when the financial plan you created five years ago no longer matches the life you're living today? In this episode, John and Tommy explore why great financial planning is never static…

Episode 117: FEGLI vs. Term Life: When to Replace Your Federal Employee Life Insurance

May 11, 2026 51m

What should federal employees actually do with their life insurance, and when does FEGLI stop making sense? In this episode, John and Tommy break down everything you need to know about Federal…

Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the Offer

Apr 27, 2026 31m

What really happens after you accept a Deferred Resignation Program (DRP) offer—and how do you know if it was the right move? In this episode, you'll learn what federal employees experienced on the…

Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees

Apr 13, 2026 56m

Do you actually understand how recent tax changes could impact your financial plan? In this episode, we break down several important tax topics, including Trump accounts, Virginia tax changes, Net…

Episode 114: When Should Federal Employees Claim Social Security?

Mar 30, 2026 46m

Is claiming Social Security early really the smartest move, or could it cost you more in the long run? In this episode, you'll learn how financial planners actually think about claiming strategies…

Episode 113: Your FERS Retirement: Back to the Basics

Mar 16, 2026 56m

Are federal employees sitting on far more wealth than they realize? In this episode, financial planners Tommy Blackburn and John Mason break down the fundamentals of the Federal Employees Retirement…

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

Mar 02, 2026 42m

Are you choosing your Medicare plan based purely on math or on what truly fits your life? In Part 2 of our Medicare 2026 series, Bryan Gay, owner of Boomer Insurance and seasoned Medicare expert,…

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

Feb 16, 2026 51m

Is your Medicare plan still working for you, or are you just hoping it is? In this episode, we're joined by Bryan Gay, owner of Boomer Insurance and a seasoned Medicare expert, fresh off another busy…

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

Feb 02, 2026 53m

Ever wondered what actually happens after you book an intro call with Mason & Associates? In this updated episode, we walk you through our new client experience from start to finish, including…

Episode 109: 10 Things You Can Do Outside of an Open Season

Jan 19, 2026 20m

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…

Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Staying Financially Protected

Jan 05, 2026 46m

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…

Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?

Dec 22, 2025 54m

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…

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

Dec 08, 2025 48m

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…

Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee

Nov 24, 2025 1h 1m

What really happens after someone passes away—and why are so many families blindsided even when they think everything was "set up correctly"? In this episode, John and Tommy pull back the curtain on…

Episode 104: Federal Employee Health Benefit Considerations & TRICARE

Nov 10, 2025 52m

Are you making the most of your federal health benefits this open season? Whether you're an active federal employee or retired, this time of year can feel overwhelming, but understanding your options…

Episode 103: What Every Federal Employee Should Know About Their TSP

Oct 27, 2025 1h 2m

What role should the G Fund really play in your TSP strategy? In this episode, Tommy, John, and Ben tackle one of the biggest questions federal employees ask during uncertain markets. You'll learn…

Episode 102: Federal Employee Retirement in 2025

Oct 13, 2025 1h 6m

What's really changing for federal employees retiring in 2025? In this episode, Tommy and John break down the new retirement process, including survivor benefits, electronic filing, and the realities…

Episode 101: Year-End Tax Planning for Federal Employees

Sep 29, 2025 59m

What's the difference between reacting to taxes and truly planning for them? In this episode, Tommy and John break down the latest year-end financial planning and tax strategies every federal…

S1E100 Episode 100: One Big Beautiful Bill Part 2

Sep 15, 2025 1h 1m

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…

Frequently Asked Questions

How many episodes does Federal Employee Financial Planning Podcast have?

Federal Employee Financial Planning Podcast has published 122 episodes since January 2022, covering topics in Business, Education.

Is Federal Employee Financial Planning Podcast still active?

Federal Employee Financial Planning Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 41m.

How do I contact Federal Employee Financial Planning Podcast for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Federal Employee Financial Planning Podcast, including email and social media links.

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