- 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: Tax Planning for Charitable Giving (EP28)
Tommy, Michael and John will be sharing how you can maximize the tax benefits of your charitable giving while helping…
-
FEFP: Managing Retirement Accounts During Volatile Times (EP27)
The keys to successfully managing retirement accounts during volatile times.
-
Federal Employee Financial Planning: C-O-L-A Cost of Living Adjustment (EP26)
The cost of living adjustment for 2023 and what this means for your finances and your long-term financial plans.
-
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…
-
Portfolio and Economic Update
Mason & Associates and SEM Wealth Management co-host to discuss the economy and provide updates on our portfolios. The event…
-
FEFP: Mortgages, Home Equity Lines, and Interest Rates (EP24)
James Anderson, Regional Manager at CapCenter, will be joining the show to shed light on mortgages, home equity lines, and…
-
Federal Employee Financial Planning: Intro to Estate Planning (EP23)
Heather Szajda, Partner at Virginia Estate & Trust Law, will be joining Tommy and John to discuss exactly what an…
-
Federal Employee Financial Planning: Retirement Plan Success Rate = 100 % (EP22)
Michael, Tommy and John will be sharing their advice for effective goal setting, including how to ensure you’re setting yourself…
-
Federal Employee Financial Planning: FEHB (EP21)
How FEHB coordinates with Medicare and why you must work with your financial planner to take advantage of this benefit…