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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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- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
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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
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- Videos
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Should You Buy an RV?
John Mason, CFP®, discusses the true meaning of financial planning is much more than simply optimizing every dollar. About the…
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Federal Employee Financial Planning: Lessons Learned in 2023 (EP57)
What did we learn in 2023? About the Episode: •Don’t listen to the media for financial news •Seek out professional…
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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…
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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…
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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…
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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…
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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…
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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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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…