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Estate, Legacy & Life Events, Federal Retirement Planning, Planning Your Federal Retirement, Tax PlanningFEFP: One Big Beautiful Bill Part 2 (EP100)
What does the One Big Beautiful Bill mean for everyday taxpayers? And how will it shape the financial future of federal employees across the country? In this episode, we continue…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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Federal Employee Financial Planning: Social Security: The Tax Torpedo (EP38)
The Tax Torpedo is appropriately named because it has the potential to sink your tax situation if you’re not vigilant…
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FEFP: Social Security: Family and Survivor Benefits (EP37)
A financial advisor who truly understands your individual situation will be able to help you apply for Social Security benefits…
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Federal Employee Financial Planning: Social Security: Beyond the Basics (EP36)
As a federal employee, you’ve got a lot to look forward to: guaranteed FERS benefits and Social Security, plus a…
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FEFP: Social Security: How to Maximize Your Benefits (EP35)
Michael, John, Tommy, and Ben will be shedding light on the complexities of Social Security so that you can plan…
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Federal Employee Financial Planning: Aunt IRMAA (EP34)
Understanding IRMAA can ensure you’re planning for the right income brackets and therefore the correct premiums. About the Episode: •…
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Federal Employee Financial Planning: Know the End in the Beginning (EP33)
Learn the key differences between retirement reacting and retirement planning, and how to ensure a financially stable retirement. About the…
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Federal Employee Financial Planning: Military Survivor Benefit Open Season (EP32
Discover a game-changing opportunity for military retirees to reverse their decision on survivor benefits and potentially secure up to 55%…
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Federal Employee Financial Planning: Consult Your Tax Advisor (EP31)
A financial advisor who truly understands your individual situation and is willing to provide tax planning advice can help create…
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John Mason CFP® guest on The Perfect RIA Podcast
John Mason, CFP® joins Matthew Jarvis as a guest on The Perfect RIA podcast to discuss how Mason & Associates…