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- Economy & Investments
- Economy & Investments
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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
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- Secret Millionaire- the value of federal benefits
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- Videos
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FEFP: Are You Ready to Hire a Financial Advisor? (EP72)
When are you ready for a financial planner? About the Episode: •If you’re ready to hire a financial advisor •The…
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Federal Employee Financial Planning: Activate Millionaire Powers (EP71)
Are you wealthier than you think? About the Episode: •How to activate your millionaire powers •The importance of proactive financial…
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FEFP: Mastering Your Financial Plan (EP70)
What we learned from our strategic planning meeting season. About the Episode: •Why we hold strategic planning meeting seasons •The…
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Federal Employee Financial Planning: Distribution Planning Assumptions (EP69)
Is there a problem with having a one-time financial plan? About the Episode: •The importance of having an ever-evolving financial…
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FEFP: TSP Competitive Advantages and Disadvantages (EP68)
How much do you know about your TSP? About the Episode: •The competitive advantages and disadvantages of the TSP •What…
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Federal Employee Financial Planning: Financial-Planner-to-Client Ratio (EP67)
How many clients is too many clients? About the Episode: •Why we limit the amount of clients we take on…
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FEFP: Get the Most Out of Your Financial Planner (EP66)
How financial planners demonstrate value through strategic planning meetings. About the Episode: •How to hire the right financial planner •What…
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FEFP: Are Virtual Meetings as Good as In-Person? (EP65)
Are in-person or virtual meetings better? About the Episode: •How to have a less stressful meeting •How to have a…
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FEFP: An Inside Look at Strategic Planning Season (EP64)
Wondering what goes on during strategic planning meeting season at Mason & Associates? About the Episode: •What strategic planning meeting…