Podcast Episodes
Back to SearchEpisode 99: One Big Beautiful Bill Part 1
Season 1 Episode 99
What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this sweeping tax legislatio…
4 months, 2 weeks ago
Why Federal Employees Can't Afford to Ignore Insurance with Broc Buckles
Episode 98
What if the biggest threat to your financial plan isn't the stock market or taxes, but being underinsured? In this episode, Tommy and John sit down w…
5 months ago
Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions
Episode 97
What if your federal pension is small and you're not relying on it—should you still elect survivor benefits? In this episode, John and Tommy respond …
5 months, 2 weeks ago
Episode 96: A Financial Planner's Guide to Credit Cards, Debit Cards, and Cash
Episode 96
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their min…
5 months, 4 weeks ago
EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More
Episode 95
What's the difference between active and passive investing, and when should you use mutual funds versus ETFs? In this episode, John and Tommy break d…
6 months, 1 week ago
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact
What does it really look like to work with a financial planning team that knows your federal benefits inside and out—and shows up for you year after …
6 months, 3 weeks ago
Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates
What does it take to grow a financial advisory firm the right way, without sacrificing client experience? In this episode, John and Tommy pull back t…
7 months, 1 week ago
Episode 92: It's Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition
Federal salaries don't always tell the whole story. In this episode, John and Tommy take a closer look at the true value of federal employment, highl…
7 months, 3 weeks ago
Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees
Is reviewing your tax return enough or are you missing the bigger picture? In this episode, Tommy and John break down why simply looking at last year…
8 months, 1 week ago
Episode 90: More than TSP: Real Financial Planning for Real Federal Employees
What does a real financial planner actually do—and how do you know if you've hired one? In this episode, Michael, Tommy and John break down the most …
8 months, 3 weeks ago