All Episodes
Federal Employee Financial Planning Podcast — 129 episodes
Episode 126: When Should I Start Taking Social Security?
Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotional Side of Retirement with Bob Laura
Episode 124: Retirement Readiness
Episode 123: Mailbag Part Two: Questions from Federal Employees
Episode 122: Mailbag Part One: Questions from Federal Employees
Episode 121: The Questions Federal Employees Are Asking in 2026
Episode 120: TSP Withdrawal Mistakes That Nobody Warned You About
Episode 119: Avoiding the Common Financial Planning Mistakes Made by Federal Employees
Episode 118: Think Fastball, Then Adjust: How Federal Employees Navigate Curveballs with a Financial Planner
Episode 117: FEGLI vs. Term Life: When to Replace Your Federal Employee Life Insurance
Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the Offer
Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees
Episode 114: When Should Federal Employees Claim Social Security?
Episode 113: Your FERS Retirement: Back to the Basics
Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees
Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retirees
Episode 110: The Mason & Associates New Client Experience for Federal Employees
Episode 109: 10 Things You Can Do Outside of an Open Season
Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Staying Financially Protected
Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?
Episode 106: Money Muscles and Financial Reps: Developing Spending, Saving, and Giving Habits That Last
Episode 105: Life After Death: Essential Estate Planning Thoughts for Every Federal Employee
Episode 104: Federal Employee Health Benefit Considerations & TRICARE
Episode 103: What Every Federal Employee Should Know About Their TSP
Episode 102: Federal Employee Retirement in 2025
Episode 101: Year-End Tax Planning for Federal Employees
Episode 100: One Big Beautiful Bill Part 2
Episode 99: One Big Beautiful Bill Part 1
Episode 98: Why Federal Employees Can't Afford to Ignore Insurance with Broc Buckles
Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions
Episode 96: A Financial Planner's Guide to Credit Cards, Debit Cards, and Cash
EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact
Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates
Episode 92: It's Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition
Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees
Episode 90: More than TSP: Real Financial Planning for Real Federal Employees
Episode 89: Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Employees
Episode 88: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake
Episode 87: Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay
Episode 86: Fork in the Road: Understanding Your Federal Retirement Options & Staying Prepared
Episode 85: Social Security Shake-Up Part 2: Big Changes Are Here–WEP and GPO Eliminated
Episode 84: Federal Employee YouTube Favorites: Best Retirement Days, TSP Mistakes, and Survivor Tips
Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions
Episode 82: Federal Employees: Are You Ready to Retire? DOGE Might Make the Choice for You
Episode 81: Social Security Shake-Up: What Proposed Changes Mean for Federal Employees
Episode 80: Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter
Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith
Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for Federal Employees
SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Employees Should Know
Episode 77: FERS Pension Explained: Key Retirement Options and Benefits for Federal Employees
Episode 76: Estate Planning Across State Lines for Federal Employees
Episode 75: Why Federal Retirees Need Specialized Advice
Episode 74: Protecting You from Yourself
Episode 73: Maximizing Social Security with Elaine Floyd
Episode 72: Are You Ready to Hire a Financial Advisor?
Episode 71: Activate Millionaire Powers
Episode 70: Mastering Your Financial Plan
Episode 69: Distribution Planning Assumptions
Episode 68: TSP Competitive Advantages and Disadvantages
Episode 67: Financial-Planner-to-Client Ratio
Episode 66: Get the Most Out of Your Financial Planner
Episode 65: Are Virtual Meetings as Good as In-Person?
Episode 64: An Inside Look at Strategic Planning Season
Episode 63: Common Misconceptions
Episode 62: Financial Planner Compensation
Episode 61: Tax Cuts and Jobs Act of 2017
Episode 60: It's A Damn Shame
Episode 59: Financial Grand Slams: Winning Strategies for Federal Employees
Episode 58: The Roth Revolution
Episode 57: Lessons Learned in 2023
Episode 56: Start Small, Start Now
Episode 55: Dual Federal Employees
Episode 54: You Just Got Bad News
Episode 53: The Death of a Federal Retiree
Episode 52: Sick & Annual Leave
Episode 51: Divorce
Episode 50: Demanding Fiduciary Excellence & What That Means
Episode 49: We Actually Review. Beyond the Request: Adding Value
Episode 48: The TRICARE For Life Medicare Advantage: Rethinking Options
Episode 47: Shifting Landscape of Medicare, FEHB, and Part D
Episode 46: Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? You Decide
Episode 45: Know The Score
Episode 44: Planning for an Early Retirement
Episode 43: Don't Let Perfect Get in the Way of Good Enough
Episode 42: 2023 Updates: Taking Action for a Secure Future
Episode 41: Social Security In The News & We're Confused
Episode 40: Investment Jargon Part Two
Episode 39: Investment Jargon Part One
Episode 38: Social Security: The Tax Torpedo
Episode 37: Social Security: Family and Survivor Benefits
Episode 36: Social Security: Beyond the Basics
Episode 35: Social Security: How to Maximize Your Benefits
Episode 34: Aunt IRMAA
Episode 33: Know the End in the Beginning
Episode 32: Military Survivor Benefit Open Season
Episode 31: Consult Your Tax Advisor
Episode 30: SECURE 2.0
Episode 29: New Year, New Goals
Episode 28: Tax Planning for Charitable Giving
Episode 27: Managing Retirement Accounts During Volatile Times
Episode 26: C-O-L-A Cost of Living Adjustment
Episode 25: Annuities the 4 Letter Word
Episode 24: Mortgages, Home Equity Lines, and Interest Rates with James Anderson of CapCenter
Episode 23: Introduction to Estate Planning with Heather Szajda
Episode 22: Retirement Plan Success Rate = 100 %
Episode 21: Federal Employee Financial Planning: FEHB
SPECIAL EPISODE: New Client Process & Client Experience
Episode 20: Federal Employee Financial Planning: Meet Your Hosts
Episode 19: Federal Employee Financial Planning: CSRS Vs. FERS
Episode 18: Federal Employee Financial Planning: They Are Not Talking To You
Special Episode: VCP Mega Mega Back Door Roth IRA
Episode 17: Federal Employee Financial Planning: The Year of Retirement
Episode 16: Federal Employee Financial Planning: Not All Open Seasons Are Created Equal
Episode 15: Federal Employee Financial Planning: The Year Before Retirement
Episode 14: Federal Long-Term Care Insurance
Episode 13: Do Federal Employees Need a Financial Planner?
Episode 12: Federal Employee Financial Planning Social Security Fairness Act: WEP
Episode 11: Federal Employee Financial Planning Social Security Fairness Act: GPO
Episode 10: Federal Employee Financial Planning TSP at Retirement or 59.5
Episode 9: Federal Employee Financial Planning TSP Accumulation
Episode 8: Federal Employees Group Life Insurance (FEGLI)
Episode 7: FERS (Part 3)
Episode 6: FERS (Part 2)
Episode 5: FERS (Part 1)
Episode 4: Civil Service Retirement System (Part 2)
Episode 3: Civil Service Retirement System (Part 1)
Episode 2: Survivor Benefits - Military & Federal
Episode 1: The Home Stretch