Cover of Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

By: Mason & Associates
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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. Economics Personal Finance
Episodes
  • Episode 130: What Should Federal Employees Expect When Hiring a Financial Planner?

    Episode 130: What Should Federal Employees Expect When Hiring a Financial Planner?
    9 Nov 2026

    A better financial planning experience shouldn't mean more meetings, more paperwork or months of waiting to get started. In 2026, Mason & Associates has changed its new client process to make it faster, more flexible and more focused on what prospective clients actually need. In this episode, John, Tommy and Ben explain how the updated process works, why the firm has removed its upfront $3,000 financial planning fee and how it aims to move new clients from an initial conversation to an ongoing relationship in around 60 days.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • FEFP: How Do I Choose a Financial Planner? (EP128)
    • FEFP: An Inside Look at Strategic Planning Season (EP94)
    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Ben Raikes: LinkedIn
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    48 min
  • Episode 129: What Should I Do After I Retire From Federal Service?

    Episode 129: What Should I Do After I Retire From Federal Service?
    26 Oct 2026

    What happens when you've saved enough money to retire but haven't figured out what comes next? Tony Hixon, author of Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy, shares the personal experience that changed the way he thinks about retirement planning. After his mother retired with financial security but struggled to find purpose in her new life, Tony realized that preparing for retirement requires much more than getting the numbers right.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • Tony Hixon: Website | LinkedIn
    • Retirement Stepping Stones by Tony Hixon
    • Hixon Zuercher Capital Management
    • Retirement Stepping Stones Workbook
    • Find Meaning, Live with Purpose, and Leave a Legacy TEDx
    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn

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    1 hr and 6 min
  • Episode 128: How Do I Choose a Financial Planner?

    Episode 128: How Do I Choose a Financial Planner?
    12 Oct 2026

    How can you tell whether a financial planner is genuinely credible, or whether you're being pushed into a decision you may regret? In this episode, we explore two sides of financial planning that can have a big impact on how confidently you use your money and choose professional advice. We start by looking at how our memories of the past can influence today's spending decisions, why we can become anchored to what things used to cost, and how putting expenses into the context of your current income can change your perspective.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
    Show more Show less
    57 min
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