Do you know if you’re ready to retire, or are you just guessing?

If you’re a federal employee running the numbers every year and still not sure where you stand, you might be caught in what we call the “income Olympics” — the annual cycle of wondering whether you’ve saved enough, earned enough, or done enough. In this video, we walk through how we help federal employees finally see clearly where they stand — combining your FERS pension, TSP, Social Security, and other investment accounts into a complete picture that shows you not just what you have, but what you can actually do with it.

You’ll hear about a real client situation (anonymized) where a couple came in exhausted and left with a completely different mindset — not because anything changed in their accounts, but because they finally knew the score. If you’re a federal employee asking “when can I retire?” — this one’s for you.

Timestamps: 0:00 – The income Olympics (and why you don’t want to play)

0:40 – A real client situation 1:25 – How we build the retirement income picture

2:09 – FERS pension, TSP, Social Security, and investment accounts

2:43 – What your net income actually looks like in retirement

3:22 – “Knowing the score” vs. running on fear 3:55 – What it looks like when a client finally exhales

4:45 – You may be further ahead than you think

Ready to find out where you stand? Schedule an Intro Call with our team: https://www.masonllc.net/get-started

Subscribe for more federal employee retirement planning content: @fedemployeefinancialplanning

Mason is a fee-only financial planning firm specializing in federal employee benefits, retirement planning, and tax planning. We work with federal employees covered by FERS and CSRS who are in or approaching retirement.

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Investment advisory services offered through Mason & Associates, LLC. This content is for general educational and informational purposes only and should not be considered specific investment, financial planning, tax planning, legal, or other professional advice.