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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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- Videos
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FEFP: Get the Most Out of Your Financial Planner (EP66)
How financial planners demonstrate value through strategic planning meetings. About the Episode: •How to hire the right financial planner •What…
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FEFP: Are Virtual Meetings as Good as In-Person? (EP65)
Are in-person or virtual meetings better? About the Episode: •How to have a less stressful meeting •How to have a…
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FEFP: An Inside Look at Strategic Planning Season (EP64)
Wondering what goes on during strategic planning meeting season at Mason & Associates? About the Episode: •What strategic planning meeting…
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Federal Employee Financial Planning: Common Misconceptions (EP63)
What are the most common misconceptions in the financial planning space? About the Episode: •Whether estate planning is for everyone…
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Federal Employee Financial Planning: Financial Planner Compensation (EP62)
Have you ever wondered how your financial planner gets paid? About the Episode: •Demand excellence •Why you should care how…
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Federal Employee Financial Planning: Tax Cuts and Jobs Act of 2017 (EP61)
Do you understand your taxes—or are you being manipulated? About the Episode: •Understand your taxes •Taxes should be simpler rather…
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Federal Employee Financial Planning: It’s A Damn Shame (EP60)
Are you living a unique life as a federal employee? About the Episode: •The unique part about your health care…
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Don’t Let the Government Control Your Tax Plan! Take Action Today!
John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future. About the Episode:…
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Spending too LITTLE in Retirement?
John Mason, CFP®, discusses how the risk-averse nature of many Federal Employees can lead to significant underspending in retirement. About…
