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 I Start Taking Social Security? (EP126)

When should you claim Social Security, and how do you know if the “optimal” strategy actually fits your retirement plan? In this episode, we react to a White Coat Investor article exploring whether Social Security should be claimed early and invested or delayed for a larger guaranteed benefit. You’ll learn why Social Security optimization is about more than a simple break-even calculation, how delaying one spouse’s benefit to age 70 can create higher lifetime and survivor income, and why federal employees may have more flexibility because of their pensions and other guaranteed income sources. Listen in to hear about the…

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