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- Videos
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Federal Employee Financial Planning: Common Misconceptions (EP63)
What are the most common misconceptions in the financial planning space? About the Episode: •Whether estate planning is for everyone…
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Federal Employee Financial Planning: Financial Planner Compensation (EP62)
Have you ever wondered how your financial planner gets paid? About the Episode: •Demand excellence •Why you should care how…
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Federal Employee Financial Planning: Tax Cuts and Jobs Act of 2017 (EP61)
Do you understand your taxes—or are you being manipulated? About the Episode: •Understand your taxes •Taxes should be simpler rather…
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Federal Employee Financial Planning: It’s A Damn Shame (EP60)
Are you living a unique life as a federal employee? About the Episode: •The unique part about your health care…
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Don’t Let the Government Control Your Tax Plan! Take Action Today!
John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future. About the Episode:…
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Spending too LITTLE in Retirement?
John Mason, CFP®, discusses how the risk-averse nature of many Federal Employees can lead to significant underspending in retirement. About…
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FEFP: Financial Grand Slams: Winning Strategies for Federal Employees (EP59)
Are you playing to win when it comes to your financial planning? About the Episode: •What baseball financial planning is…
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Hail Mary or Victory Formation? Know the Score!
John Mason, CFP®, discusses the importance of “knowing the score” of your financial plan. About the Episode: • Knowing the…
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Avoid the Common Financial Planning Mistakes Made by Federal Employees – EP 3
John Mason, CFP®, reviews the common financial planning mistakes made by Federal Employees. About the Episode: • Don’t misunderstand the…