Federal Employee Financial Planning Podcast

By: Mason & Associates
  • Summary

  • Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.
    Mason & Associates 2021. All rights reserved.
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Episodes
  • Episode 82: Federal Employees: Are You Ready to Retire? DOGE Might Make the Choice for You
    Jan 6 2025

    What happens when Elon Musk and Vivek Ramaswamy take the reins of government efficiency? In this episode, John, Tommy, and Ben dive into the bold initiatives of Trump 2.0's Department of Government Efficiency (DOGE), led by Musk and Ramaswamy. With plans to slash $2 trillion in federal spending and eliminate entire agencies, this duo's vision could ripple through the federal and state systems, impacting employees, communities, and businesses alike.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Know The Score
    • Key Retirement Options and Benefits for Federal Employees
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    41 mins
  • Episode 81: Social Security Shake-Up: What Proposed Changes Mean for Federal Employees
    Dec 23 2024

    Are you concerned about the future of Social Security? ith proposed changes to taxation and potential expansion of who is eligible for benefits, it's more important than ever to understand how these changes could impact your retirement. In this episode, John, Tommy, and Ben, explain the complexities of Social Security.

    Access the full show notes at Mason & Associates, LLC

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    59 mins
  • Episode 80: Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter
    Dec 9 2024

    Are you a federal employee curious about the best mortgage strategies in today’s market? In this episode, John and Tommy are joined by James Anderson, Regional Market Manager at CapCenter, to explore how inflation, interest rates, and economic resilience impact federal employees looking to buy or refinance. Learn how income is defined for mortgage purposes, why interest rates might improve over time, how to navigate today’s market without waiting for rates to drop, and how federal retirees can downsize smartly.

    Access the full show notes at Mason & Associates, LLC

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    48 mins

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