Federal Employee Financial Planning Podcast

Financial Planning & Education

John Mason, CFP®, Tommy Blackburn, CFP®, CPA, PFS, and Ben Raikes, CFP®, EA bring over four decades of combined experience in financial planning and tax strategy to Mason & Associates, specializing in helping federal employees navigate their unique benefits and retirement decisions. They’re honored to answer your most pressing financial questions on the podcast!

Ready to work with us? If you’re a federal employee looking for comprehensive financial planning, we’d love to talk.

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Have a question for the show? We love hearing from listeners. Send us your questions by emailing masonfp@masonllc.net, and it may be featured in a future episode!

Federal Employee Financial Planning Podcast

John Mason, CFP®, Michael Mason, CFP®, CLU®, ChFC®, Tommy Blackburn, CFP®, CPA, PFS, and Ben Raikes, CFP®, EA, host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry.

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FEFP: When Should Federal Employees Claim Social Security? (EP114)

Is claiming Social Security early really the smartest move, or could it cost you more in the long run? In this episode, you’ll learn how financial planners actually think about claiming strategies beyond the headlines and viral YouTube advice. We break down the real factors that matter and why there’s no “one-size-fits-all” answer when it comes to turning on your benefits. Listen in to hear how claiming decisions fit into a bigger financial plan, from protecting a surviving spouse to managing investment risk and building reliable income. We also walk through real scenarios, the pros and cons of claiming at 62 vs.…

Federal Employee YouTube Favorites- Best Retirement Days, TSP Mistakes, and Survivor Tips

Don’t Close Thrift Savings Plan

Federal Employees- Do Not Decline Survivor Benefits!

Avoid the Common Financial Planning Mistakes Made by Federal Employees