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- Videos
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Estate, Legacy & Life Events, Planning Your Federal Retirement, Podcast, Social Security, Survivor BenefitsFEFP: Federal Employee Retirement in 2025 (EP102)
What’s really changing for federal employees retiring in 2025? In this episode, Tommy and John break down the new retirement process,…
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FEFP: Year-End Tax Planning for Federal Employees (EP101)
What’s the difference between reacting to taxes and truly planning for them? In this episode, Tommy and John break down…
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Estate, Legacy & Life Events, Federal Retirement Planning, Planning Your Federal Retirement, Podcast, Tax PlanningFEFP: One Big Beautiful Bill Part 2 (EP100)
What does the One Big Beautiful Bill mean for everyday taxpayers? And how will it shape the financial future of…
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FEFP: One Big Beautiful Bill Part 1 (EP99)
What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this…
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FEFP: Why Federal Employees Can’t Afford to Ignore Insurance with Broc Buckles (EP98)
What if the biggest threat to your financial plan isn’t the stock market or taxes, but being underinsured? In this episode,…
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FEFP: Federal Employee Listener Mail – Survivor Benefits, IRA Rollovers, and Small Pensions (EP97)
What if your federal pension is small and you’re not relying on it—should you still elect survivor benefits? In this…
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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…
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FEFP: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More (EP95)
What’s the difference between active and passive investing, and when should you use mutual funds versus ETFs? In this episode,…
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FEFP: An Inside Look at Strategic Planning Season (EP94)
How strategic planning meeting season delivers real-time actions and meaningful client connections. About the Episode: • How Mason & Associates…