Federal Employee Financial Planning Podcast

What happens when Elon Musk and Vivek Ramaswamy take the reins of government efficiency? In this episode, John, Tommy, and Ben dive into the bold initiatives of Trump 2.0's Department of Government Efficiency (DOGE), led by Musk and Ramaswamy. With plans to slash $2 trillion in federal spending and eliminate entire agencies, this duo's vision could ripple through the federal and state systems, impacting employees, communities, and businesses alike. Access the full show notes at Mason & Associates, LLC [https://www.masonllc.net/] Resources Mentioned: * Know The Score [https://www.masonllc.net/blog.htm?ID=13982] * Key Retirement Options and Benefits for Federal Employees [https://www.masonllc.net/blog.htm?ID=16496]

Are you concerned about the future of Social Security? ith proposed changes to taxation and potential expansion of who is eligible for benefits, it's more important than ever to understand how these changes could impact your retirement.  In this episode, John, Tommy, and Ben, explain the complexities of Social Security. Access the full show notes at Mason & Associates, LLC [https://www.masonllc.net/]

Are you a federal employee curious about the best mortgage strategies in today’s market? In this episode, John and Tommy are joined by James Anderson, Regional Market Manager at CapCenter, to explore how inflation, interest rates, and economic resilience impact federal employees looking to buy or refinance. Learn how income is defined for mortgage purposes, why interest rates might improve over time, how to navigate today’s market without waiting for rates to drop, and how federal retirees can downsize smartly.  Access the full show notes at Mason & Associates, LLC [https://www.masonllc.net/]

Are you still relying on traditional tax preparation methods or software? In this episode, John, Tommy, and special guest Rachel Meredith from Banks Mountain Financial dive into the crucial difference between tax planning and simple tax preparation. They explain why a proactive, year-round tax strategy is key to long-term financial success, as well as how their seamless collaboration helps clients navigate tax challenges with a forward-thinking approach. Access the full show notes at Mason & Associates, LLC [https://www.masonllc.net/]

Are you paying the right price for financial advice? Join Ben, Michael, John, and Tommy as they break down the complexities of financial advisor fees and the real value behind them. They’ll reveal the “all-in” costs clients face and explain why fees aren’t always comparable, shedding light on what makes a financial advisor worth their price. Through this episode, you’ll learn to assess the true worth of specialized advisors and why experience, like that of a seasoned CFP or CPA, might demand a higher price tag. Access the full show notes at Mason & Associates, LLC [https://www.masonllc.net/]