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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
- Planning Your Federal Retirement
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- Secret Millionaire- the value of federal benefits
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- Videos
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FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
Understanding the Medicare changes can help you plan efficiently. About the Episode: •What the “donut hole” is •Changes to be…
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Roth TSP or Traditional TSP? Which is Best for Federal Employees?
John Mason, CFP®, discusses the differences between traditional (pre-tax) retirement savings and Roth retirement savings. About the Episode: • There…
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Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)
Medicare is an important topic to understand, even if you are a Federal Employee. About the Episode: •Understand the freedom…
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Estate Planning Mini-Series – Advance Medical Directive
Ben Raikes, CFP®, EA, of Mason & Associates discusses the Advance Medical Directive (AMD) and how it can be implemented…
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Federal Employee Financial Planning: Know The Score (EP45)
Knowing the score of your financial plan is essential for success. About the Episode: •Do your due diligence •Make informed…
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Thrift Savings Plan – Estate Planning for Your TSP
John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan.…
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Federal Employee Financial Planning: Planning for an Early Retirement (EP44)
What you need to know in order to successfully retire early. About the Episode: •Plan what you’re going to do…
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Why Federal Employees Should Consider a Donor Advised Fund
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Donor Advised Fund and how it is used to…
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Estate Planning Mini-Series – Financial Power of Attorney
Ben Raikes, CFP®, EA, of Mason & Associates introduces our estate planning mini-series and the Financial Power of Attorney (FPOA).…