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  • FEFP: The Mason & Associates New Client Experience for Federal Employees (EP110)
    Planning Your Federal Retirement, Podcast

    FEFP: The Mason & Associates New Client Experience for Federal Employees (EP110)

    Ever wondered what actually happens after you book an intro call with Mason & Associates? In this updated episode, we walk you through our new client experience from start to finish, including…

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  • Life insurance (FEGLI) & LTC
  • Life insurance (FEGLI) & LTC
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  • Medicare, FEHB & Tricare
  • Planning Your Federal Retirement
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  • Secret Millionaire- the value of federal benefits
  • Secret Millionaire- the value of federal benefits
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  • Videos
  • Financial Planning Foundations, Podcast

    FEFP Podcast: Not All Open Seasons Are Created Equal (EP16)

    How to ensure you’re making the most of your available benefits, and recognizing that some open seasons are rare and…

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  • Federal Retirement Planning, Podcast

    Federal Employee Financial Planning: The Year Before Retirement (EP15)

    What you can expect for the year before retirement and what you should have in place as you approach this…

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  • Life insurance (FEGLI) & LTC, Podcast

    Federal Employee Financial Planning: Federal Long-Term Care Insurance (EP14)

    In this episode, Michael, Tommy, and John discuss long-term care in depth with a special guest, Jill MacNeil, LLIS’s long-term…

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  • Financial Planning Foundations, Podcast

    Podcast: Do Federal Employees Need a Financial Planner? (EP13)

    Michael, Tommy and John will be sharing the value you can receive by having a financial planner and the common…

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  • Podcast, Social Security

    Federal Employee Financial Planning: Social Security Fairness Act – WEP (EP12)

    Michael, Tommy, and John will be sharing how recent legislation will impact the windfall elimination provision (WEP) and how this…

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  • Podcast, Social Security

    Federal Employee Financial Planning: Social Security Fairness Act – GPO (EP 11)

    Michael, Tommy and John will be discussing what exactly this means for those that are paying into the Social Security…

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  • Podcast, Thrift Savings Plan

    Federal Employee Financial Planning: TSP at Retirement or 59.5 (EP10)

    TSP can be a great way to save money for retirement, however, there are a number of rules that limit…

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  • Podcast, Thrift Savings Plan

    Federal Employee Financial Planning: TSP Accumulation (EP9)

    Michael, Tommy, and John will be sharing what you need to know about TSP accumulation.

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  • Life insurance (FEGLI) & LTC, Podcast

    Federal Employee Financial Planning: Federal Employees Group Life Insurance EP8

    The Federal Employee Group Life Insurance (FEGLI) program is one of the largest group plans in the world, with over…

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