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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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- Estate, Legacy & Life Events
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- Videos
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FEFP: Financial Grand Slams: Winning Strategies for Federal Employees (EP59)
Are you playing to win when it comes to your financial planning? About the Episode: •What baseball financial planning is…
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Hail Mary or Victory Formation? Know the Score!
John Mason, CFP®, discusses the importance of “knowing the score” of your financial plan. About the Episode: • Knowing the…
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Avoid the Common Financial Planning Mistakes Made by Federal Employees – EP 3
John Mason, CFP®, reviews the common financial planning mistakes made by Federal Employees. About the Episode: • Don’t misunderstand the…
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Should You Buy an RV?
John Mason, CFP®, discusses the true meaning of financial planning is much more than simply optimizing every dollar. About the…
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Federal Employee Financial Planning: The Roth Revolution (EP58)
What exactly does a Roth account allow you to do? About the Episode: •Understand the current tax code •Start your…
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Retired Military + Federal Employee? NEVER cancel FEHB!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the unique opportunity available to our retired Military. About the…
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Federal Employee Financial Planning: Lessons Learned in 2023 (EP57)
What did we learn in 2023? About the Episode: •Don’t listen to the media for financial news •Seek out professional…
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Financial Misconceptions – I DON’T Have to Pay Gift Taxes?
Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form…
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Federal Employee Financial Planning: Start Small, Start Now (EP56)
Are you waiting until you retire to live your life? About the Episode: •Don’t wait until you’re older to do…
