Advisors Archives - Mason and Associates

Financial Planning Foundations, Podcast

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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Tax Planning, Videos

The Qualified Charitable Distribution – One of the BEST Ways to Give to Charity

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses possibly the best charitable giving strategy. The Qualified Charitable Distribution.…
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Financial Planning Foundations, Podcast

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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Financial Planning Foundations, Videos

Seed vs. Sod (Do-it-yourself or hire a professional)

John Mason, CFP®, discusses the value of a financial planner with the analogy of planting seed vs laying sod. Is…
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Podcast, Social Security

FEFP: Social Security In The News & We’re Confused (EP41)

Social Security has been in the news lately, but the proposals don’t match up with the potential issues it is…
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Financial Planning Foundations, Videos

Why We Founded Mason & Associates- Our Purpose

Michael Mason, CFP®, of Mason & Associates discusses the history of Mason & Associates and what drives us to offer…
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Tax Planning, Videos

Save State Income Taxes with The Bailey Settlement

Ben Raikes, CFP®, EA, of Mason & Associates discusses The Bailey Settlement in North Carolina and how it can be…
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Economy & Investments, Podcast

Federal Employee Financial Planning: Investment Jargon Part Two (EP40)

Decode investment jargon, understand the market’s impact, and gain financial clarity. About the Episode: •Don’t compare your portfolio to arbitrary…
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Economy & Investments, Podcast

Federal Employee Financial Planning: Investment Jargon Part One (EP39)

If you’re working with the right financial advisor they will avoid using financial jargon. About the Episode: • Understand what…
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