Podcast Episodes
Back to SearchEpisode 70: Mastering Your Financial Plan
What goes into a successful strategic planning meeting? In this episode, Tommy, John, Ben, and Michael dive into their strategic planning meeting sea…
1 year, 5 months ago
Episode 69: Distribution Planning Assumptions
Have you considered whether your financial plan can adapt to fit your life as things change? Join Tommy, Michael, John, and Ben in this episode as th…
1 year, 6 months ago
Episode 68: TSP Competitive Advantages and Disadvantages
Have you ever wondered about the ins and outs of the Federal Thrift Savings Plan (TSP) and its impact on your financial future? In today's episode, J…
1 year, 6 months ago
Episode 67: Financial-Planner-to-Client Ratio
How does the financial-planner-to-client ratio impact the quality of financial advice? In this episode, John, Michael, Tommy, and Ben will discuss ho…
1 year, 7 months ago
Episode 66: Get the Most Out of Your Financial Planner
How do financial planners demonstrate value? In this episode, John, Tommy, and Ben explain the intricacies of the client relationships they maintain …
1 year, 7 months ago
Episode 65: Are Virtual Meetings as Good as In-Person?
What are the perks of virtual versus in-person client meetings? In this episode, Tommy, Ben, and John weigh the advantages, exploring how virtual mee…
1 year, 8 months ago
Episode 64: An Inside Look at Strategic Planning Season
Wondering what goes on during strategic planning meeting season at Mason & Associates? Join Tommy, Ben, and John as they break down what to expect du…
1 year, 8 months ago
Episode 63: Common Misconceptions
Season 1 Episode 63
Is your financial planner as knowledgeable as they say they are? Do they have all the experience needed to guide you? In this episode, Michael, Tommy…
1 year, 9 months ago
Episode 62: Financial Planner Compensation
Have you ever wondered how your financial planner gets paid? In this episode, Michael, Tommy, John, and Ben tackle this question head-on, shedding li…
1 year, 9 months ago
Episode 61: Tax Cuts and Jobs Act of 2017
Did you know that the Tax Cuts and Jobs Act of 2017 has far-reaching implications up until 2025—with impending changes set to unfold in 2026? Today M…
1 year, 10 months ago