Federal Employee Financial Planning Podcast cover art

Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

By: Mason & Associates
Listen for free

About this listen

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 116: Life After DRP: What We Learned from Federal Employees Who Took the Offer
    Apr 27 2026

    What really happens after you accept a Deferred Resignation Program (DRP) offer—and how do you know if it was the right move? In this episode, you'll learn what federal employees experienced on the other side of DRP, from emotional uncertainty to financial outcomes, and why preparation made all the difference. The conversation breaks down how DRP worked, who it benefited most, and what to expect if similar opportunities arise in the future.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • John Mason: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Ben Raikes: LinkedIn
    Show More Show Less
    32 mins
  • Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees
    Apr 13 2026

    Do you actually understand how recent tax changes could impact your financial plan? In this episode, we break down several important tax topics, including Trump accounts, Virginia tax changes, Net Investment Income Tax (NIIT), and estimated tax payments. Tax laws are constantly changing, and what seems permanent today may change with the next administration, which is why tax planning should always be part of a long-term financial strategy.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • Ben Raikes: LinkedIn
    Show More Show Less
    57 mins
  • Episode 114: When Should Federal Employees Claim Social Security?
    Mar 30 2026

    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.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • FEFP: Maximizing Social Security with Elaine Floyd (EP73)
    Show More Show Less
    47 mins
No reviews yet