-
FEFP: More than TSP: Real Financial Planning for Real Federal Employees (EP90)
Is your financial advisor truly looking out for your best interest? About the Episode: •What real financial planning includes (and what it doesn’t) •Common myths about financial planners and how…
- 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
-
Federal Employee Financial Planning: Start Small, Start Now (EP56)
Are you waiting until you retire to live your life? About the Episode: •Don’t wait until you’re older to do…
-
Federal Employee Financial Planning: Sick & Annual Leave (EP52)
Should you be using your sick and annual leave? About the Episode: •Plan for what you will do to fill…
-
FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)
Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we…
-
FEFP: Don’t Let Perfect Get in the Way of Good Enough (EP43)
Don’t let the idea of building an absolutely perfect financial plan get in the way of enjoying your life. About…
-
FEFP: 2023 Updates: Taking Action for a Secure Future (EP42)
The importance of taking action today because time goes by very quickly. About the Episode: •What a strategic planning meeting…
-
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…
-
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…
-
Federal Employee Financial Planning: New Year, New Goals (EP29)
The importance of taking control of your finances in the new year and the benefits of making financial planning a…
-
Federal Employee Financial Planning: Annuities the 4 Letter Word (EP25)
Michael, Tommy and John will be discussing annuities and explaining what you can do to help protect yourself and your…