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  • Financial Planning Foundations, Videos

    Federal Employees – Beware Insourcing Your Financial Plan!

    John Mason, CFP®, discusses the do-it-yourself community and the potential pitfalls of insourcing your financial plan. About the Episode: •…

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  • Estate, Legacy & Life Events, Podcast

    Federal Employee Financial Planning: You Just Got Bad News (EP54)

    What should you do if you receive bad news from the doctor? About the Episode: •Why you should find a…

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  • Estate, Legacy & Life Events, Podcast

    Federal Employee Financial Planning: The Death of a Federal Retiree (EP53)

    What happens after the death of a federal retiree? About the Episode: •Why working with a financial planner at a…

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  • Financial Planning Foundations, Podcast

    Federal Employee Financial Planning: Sick & Annual Leave (EP52)

    Should you be using your sick and annual leave? About the Episode: •Plan for what you will do to fill…

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  • Thrift Savings Plan, Videos

    Creating a Purposeful Portfolio within the Thrift Savings Plan

    John Mason, CFP®, discusses the importance of creating a purposeful portfolio within the Thrift Savings Plan. About the Episode: •…

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  • Estate, Legacy & Life Events, Podcast

    Federal Employee Financial Planning: Divorce (EP51)

    Discover how to navigate divorce with federal benefits. About the Episode: •Prioritize fair negotiation and due diligence •Find the right…

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  • Thrift Savings Plan, Videos

    TSP Distributions Demystified – Know the Tax Consequences Today!

    Ben Raikes, CFP®, EA, of Mason & Associates discusses the methods in which funds can be distributed from TSP and…

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  • Federal Retirement Planning, Videos

    Federal Employees – Beware the FERS Retirement Gap!

    John Mason, CFP®, discusses the FERS Retirement Gap and how the sometimes lengthy adjudication process can impact your financial plan.…

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  • Federal Retirement Planning, Videos

    The FERS Supplement – Everything You Need to Know!

    John Mason, CFP®, reviews the FERS Supplement and how this additional income can benefit Federal Employees. About the Episode: •…

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