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  • FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
    Federal Retirement Planning, Planning Your Federal Retirement, Podcast, Thrift Savings Plan

    FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)

    Saving for retirement is only half the battle; knowing how to get your money out without getting burned by taxes or rigid rules is where things get complicated. In this…

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  • Estate, Legacy & Life Events
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  • Financial Planning Foundations
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  • Life insurance (FEGLI) & LTC
  • Life insurance (FEGLI) & LTC
  • Medicare, FEHB & Tricare
  • Medicare, FEHB & Tricare
  • Planning Your Federal Retirement
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  • Secret Millionaire- the value of federal benefits
  • Secret Millionaire- the value of federal benefits
  • Social Security
  • Survivor Benefits
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  • Videos
  • Medicare, FEHB & Tricare, Podcast

    The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)

    Plan for your retirement effectively through understanding your Medicare options. About the Episode: •What TRICARE For Life is •How to…

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  • Estate, Legacy & Life Events, Videos

    What Beneficiary Form!?

    John Mason, CFP®, discusses the need for Federal employees to understand beneficiary forms that may have been completed decades ago.…

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  • Medicare, FEHB & Tricare, Podcast

    FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)

    Understanding the Medicare changes can help you plan efficiently. About the Episode: •What the “donut hole” is •Changes to be…

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  • Thrift Savings Plan, Videos

    Roth TSP or Traditional TSP? Which is Best for Federal Employees?

    John Mason, CFP®, discusses the differences between traditional (pre-tax) retirement savings and Roth retirement savings. About the Episode: • There…

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  • Medicare, FEHB & Tricare, Podcast

    Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)

    Medicare is an important topic to understand, even if you are a Federal Employee. About the Episode: •Understand the freedom…

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  • Estate, Legacy & Life Events, Videos

    Estate Planning Mini-Series – Advance Medical Directive

    Ben Raikes, CFP®, EA, of Mason & Associates discusses the Advance Medical Directive (AMD) and how it can be implemented…

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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: Know The Score (EP45)

    Knowing the score of your financial plan is essential for success. About the Episode: •Do your due diligence •Make informed…

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  • Estate, Legacy & Life Events, Videos

    Thrift Savings Plan – Estate Planning for Your TSP

    John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan.…

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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: Planning for an Early Retirement (EP44)

    What you need to know in order to successfully retire early. About the Episode: •Plan what you’re going to do…

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