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Macrini In The Morning- Interview with Michael Mason

Our chairman and senior financial planner, Michael Mason, CFP®, was interviewed by Mr. Macrini of Macrini In The Morning on March 14, 2022.  The interview was live from approximately 8:30-9:00am eastern time. Mr. Macrini and Michael had great dialogue on a variety of subjects such as:

  • Staying the course and controlling what you can control.
  • Our financial planning process.
  • How Social Security is taxed.
  • Taking a pension early.
  • Coordinating Tricare for Life, Medicare, and FEHB.
  • How Medicare costs can change based on your income.
  • Military TSP Exempt Contributions (combat zone contributions) and rolling them into a Roth IRA.
  • You are a millionaire in your benefits package.  Plan like a millionaire!

In addition to the various subjects that were discussed, we had several live questions that were answered on air.  As expected, the questions were specific to military and federal retirement benefits. As a financial planner for federal employees, Michael was able to answer these questions through his decades of experiences serving CSRS, FERS and Military retirees. Check out the interview below!