by Mason & Associates
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.
Language
🇺🇲
Publishing Since
1/13/2022
Email Addresses
1 available
Phone Numbers
0 available
April 14, 2025
John Mason, Michael, and Tommy Blackburn discuss how federal employees can adapt their emergency funds to navigate 2025's financial uncertainty
March 31, 2025
<p class="p"><span style="font-size: 10pt;">Should you elect full survivor benefits when retiring as a federal employee? In this episode, John, Tommy, and Mike discuss one of the most critical decisions for federal retirees. They explore the costs, benefits, and long-term financial implications of survivor benefits, urging retirees to carefully consider their options. They also emphasize the importance of full survivor benefits for ensuring continued income for spouses after retirement, providing real-life examples to show how these benefits can impact financial security, tax advantages, and peace of mind.</span></p> <p class="MsoNormal"><span style="font-size: 10pt;">Access the full show notes at <a href= "https://www.masonllc.net/"><u><span class="15">Mason & Associates, LLC</span></u></a></span></p> <p class="p"><span style="font-size: 10pt;"><strong><br /> Resources Mentioned:</strong></span></p> <ul> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Tommy Blackburn: <a href= "https://www.linkedin.com/in/tommy-blackburn-cpa-pfs-cfp%C2%AE-6235563b?trk=org-employees" target="_blank" rel="noopener" data-cke-saved-href= "https://www.linkedin.com/in/tommy-blackburn-cpa-pfs-cfp%C2%AE-6235563b?trk=org-employees"> LinkedIn</a></span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">John Mason: <a href= "https://www.linkedin.com/in/johnmasoncfp?trk=org-employees" target="_blank" rel="noopener" data-cke-saved-href= "https://www.linkedin.com/in/johnmasoncfp?trk=org-employees">LinkedIn</a></span></li> <li class="MsoNormal" style="font-size: 10pt;"><span style= "font-size: 10pt;"><a href= "https://www.opm.gov/policy-data-oversight/snow-dismissal-procedures/hurricane-guidance/benefits/federal-employee-health-benefits-program/"> <u><span class="15">Federal Employee Health Benefits (FEHB)</span></u></a></span></li> <li class="MsoNormal" style="font-size: 10pt;"><span style= "font-size: 10pt;"><a href= "https://podcasts.apple.com/us/podcast/stay-wealthy-retirement-podcast/id1260181429"> <u><span class="15">Stay Wealthy Retirement Show</span></u></a></span></li> <li class="MsoNormal" style="font-size: 10pt;"><span style= "font-size: 10pt;"><a href= "https://www.youtube.com/watch?v=XdYCgXR0CoM"><u><span class= "15">Federal Employees - DO NOT Decline Survivor Benefits!</span></u></a></span></li> <li class="MsoNormal" style="font-size: 10pt;"><span style= "font-size: 10pt;"><a href= "https://www.youtube.com/watch?v=03GJfGpAtnY"><u><span class= "15">Mason & Associates Interview with Wavy 10- Military Survivor Benefits</span></u></a></span> <div id="owner" class="item style-scope ytd-watch-metadata"></div> </li> </ul>
March 17, 2025
<p class="p"><span style="font-size: 10pt;">Medicare decisions can be overwhelming, and with rising costs and policy changes, making the right choice is more important than ever. In this episode, Bryan Gay, owner of Boomer Insurance Group, shares his insights from helping over 20,000 clients navigate Medicare enrollment, insurance options, and the impact of the Inflation Reduction Act. He explains why working with his team can be a game-changer and how choosing the wrong plan could cost you in the long run.</span></p> <p class="MsoNormal"><span style="font-size: 10pt;">Access the full show notes at <a href= "https://www.masonllc.net/"><u><span class="15">Mason & Associates, LLC</span></u></a></span></p> <p class="p"><span style="font-size: 10pt;"><strong><br /> Resources Mentioned:</strong></span></p> <ul> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Tommy Blackburn: <a href= "https://www.linkedin.com/in/tommy-blackburn-cpa-pfs-cfp%C2%AE-6235563b?trk=org-employees" target="_blank" rel="noopener" data-cke-saved-href= "https://www.linkedin.com/in/tommy-blackburn-cpa-pfs-cfp%C2%AE-6235563b?trk=org-employees"> LinkedIn</a></span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">John Mason: <a href= "https://www.linkedin.com/in/johnmasoncfp?trk=org-employees" target="_blank" rel="noopener" data-cke-saved-href= "https://www.linkedin.com/in/johnmasoncfp?trk=org-employees">LinkedIn</a></span></li> <li class="MsoNormal" style="font-size: 10pt;"><span style= "font-size: 10pt;">Bryan Gay: <a href= "https://www.linkedin.com/in/boomer-bryan-gay/"><u><span class= "15">LinkedIn</span></u></a> | <a href= "https://www.boomerinsurancegroup.com/about-us"><u><span class= "15">Website</span></u></a></span></li> <li class="MsoNormal" style="font-size: 10pt;"><span style= "font-size: 10pt;"><a href= "https://www.bcbsalmedicare.com/sales/web/medicare/compare"><u><span class="15"> Blue Cross Blue Shield Compare</span></u></a></span></li> </ul>
American Benefits Exchange
Micah Shilanski & Tammy Flanagan
Dallen Haws
Charles Dzama
Benjamin Brandt CFP®, RICP®
Jason Parker
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
James Conole, CFP®
Taylor Schulte, CFP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Devin Carroll, CFP® & John Ross, JD
Jim Saulnier, CFP® & Chris Stein, CFP®
Casey Weade
Audacy
Chris Kowalik
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