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Federal Employee Financial Planning Podcast

Federal Employee Financial Planning Podcast

Written by: Mason & Associates
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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 109: 10 Things You Can Do Outside of an Open Season

    Episode 109: 10 Things You Can Do Outside of an Open Season
    Jan 19 2026

    Think you have to wait for Open Season to make meaningful financial decisions as a federal employee? This episode breaks that myth wide open. John, Ben, and Tommy walk through the most impactful moves federal employees can make any time of year, from optimizing your TSP and HSA to updating insurance, beneficiaries, and retirement strategies. Whether you're early in your federal career, nearing retirement, or already retired, this episode gives you a practical checklist to help you avoid costly mistakes, spot overlooked opportunities, and make more confident decisions year-round.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Ben Raikes: LinkedIn
    • Thrift Savings Plan (TSP)
    • FEGLI (Federal Employees' Group Life Insurance)
    • FEHB (Federal Employees Health Benefits Program)
    • Blue Cross Blue Shield prescription drug tool
    • Federal Long Term Care Insurance Program (FLTCIP)
    • FEFP: Medicare Masterclass on Enrollment and the Inflation Reduction Act (EP87)
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    20 mins
  • Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Staying Financially Protected

    Episode 108: Good Financial Hygiene: Cybersecurity, Addressing Scams, and Staying Financially Protected
    Jan 5 2026

    What if getting hacked isn't a question of if, but when? In this episode, Tommy Blackburn and John Mason break down the real-world cybersecurity risks they're seeing—not in theory, but from personal experience. After being compromised multiple times in a single year, John shares why even people with strong security habits can still be targeted, as well as what that means for retirees, business owners, and anyone managing meaningful assets.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
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    46 mins
  • Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?

    Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?
    Dec 22 2025

    Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth conversions, as well as the role of taxes, spending, and charitable goals. You'll learn why it's not always wise to "just convert everything now" and why flexibility is a crucial part of any financial strategy.

    Access the full show notes at Mason & Associates, LLC


    Resources Mentioned:

    • Mason & Associates: LinkedIn
    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    Show More Show Less
    55 mins
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