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FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…
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- Economy & Investments
- Economy & Investments
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- Estate, Legacy & Life Events
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- Financial Planning Foundations
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- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Thrift Savings Plan
- Videos
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FEFP: Mastering Your Financial Plan (EP70)
What we learned from our strategic planning meeting season. About the Episode: •Why we hold strategic planning meeting seasons •The…
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Federal Employee Financial Planning: Financial-Planner-to-Client Ratio (EP67)
How many clients is too many clients? About the Episode: •Why we limit the amount of clients we take on…
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FEFP: Get the Most Out of Your Financial Planner (EP66)
How financial planners demonstrate value through strategic planning meetings. About the Episode: •How to hire the right financial planner •What…
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FEFP: Are Virtual Meetings as Good as In-Person? (EP65)
Are in-person or virtual meetings better? About the Episode: •How to have a less stressful meeting •How to have a…
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FEFP: An Inside Look at Strategic Planning Season (EP64)
Wondering what goes on during strategic planning meeting season at Mason & Associates? About the Episode: •What strategic planning meeting…
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Federal Employee Financial Planning: Common Misconceptions (EP63)
What are the most common misconceptions in the financial planning space? About the Episode: •Whether estate planning is for everyone…
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Federal Employee Financial Planning: Financial Planner Compensation (EP62)
Have you ever wondered how your financial planner gets paid? About the Episode: •Demand excellence •Why you should care how…
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Federal Employee Financial Planning: It’s A Damn Shame (EP60)
Are you living a unique life as a federal employee? About the Episode: •The unique part about your health care…
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FEFP: Financial Grand Slams: Winning Strategies for Federal Employees (EP59)
Are you playing to win when it comes to your financial planning? About the Episode: •What baseball financial planning is…