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- Estate, Legacy & Life Events
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- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
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- Videos
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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…
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FEFP: Inside the Strategy Room: Growing with Purpose (EP93)
How Mason & Associates is enhancing client service through intentional growth. About the Episode: • Why capacity management leads to…
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FEFP: The 30–50% Gap and Why Federal Benefits Crush the Competition (EP92)
Did you know that federal employees may actually be earning more than their private-sector peers? About the Episode: • Pensions…
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FEFP: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees (EP91)
You don’t have a financial plan unless you have a tax plan. About the Episode: •What a tax review is…
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FEFP: More than TSP: Real Financial Planning for Real Federal Employees (EP90)
Is your financial advisor truly looking out for your best interest? About the Episode: •What real financial planning includes (and…