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FEFP: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees (EP112)
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…

John Mason, CFP®, reviews the pitfalls of declining survivor benefits and the true cost of this choice to your financial…

Ben Raikes, CFP®, EA, of Mason & Associates discusses the investments within the TSP. Specifically, the Lifecycle funds and their…

Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we…

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews the basics of revocable trusts and how they can be…

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews Federal pension cost of living adjustments (COLAs) and situations in…

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

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

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

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