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Federal Employee Financial Planning: The Home Stretch (EP1)

Welcome to the Federal Employee Financial Planning Podcast, where you'll find unique planning techniques and strategies that will help federal employees maximize their benefits. Each episode, you'll hear from financial advisors with Mason & Associates, where we have over three decades of experience serving as financial planners for federal employees.

In this inaugural episode, Michael Mason will be joined by Tommy Blackburn and John Mason to discuss everything you should (and should not) do to ensure your golden years are exactly the way they should be: exciting, relaxing, and financially stable. Listen in as they explain the importance of planning for your distribution strategy, as well as repositioning assets in order to ensure your portfolio leaves you with options. You have the ability to live your best life—allow Mason & Associates to empower you along the way. 

Listen to the full episode here:

What You'll Learn:

  • What you should be doing in the final 5-10 years of your career. (2:49)
  • The importance of planning for your distribution strategy. (4:20)
  • The benefit of ensuring your portfolio gives you options. (7:15)
  • What a mega backdoor Roth is. (14:20)
  • How to ensure you’re doing the right thing in terms of your finances. (22:20)
  • Why financial planning is more emotional than you may think. (24:00)
  • How to execute a backdoor Roth. (31:00)

Ideas Worth Sharing:

“Early on in the portfolio, it really is about what you save.” - Mason & Associates

“We need to have a portfolio that gives us options.” - Mason & Associates

“Financial planning involves a significant amount of emotion.” - Mason & Associates

Resources Mentioned:


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