HeyJaredFederal Employee Financial Planning Podcast
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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Episode 126: When Should I Start Taking Social Security? (opens the original)
Read excerpt
When should you claim Social Security, and how do you know if the "optimal" strategy actually fits your retirement plan? In this episode, we react to a White Coat Investor article exploring whether Social Security should be claimed early and invested or delayed for a larger guaranteed benefit. You'll learn why Social Security optimization is about more than a simple break-even calculation, how delaying one spouse's benefit to age 70 can create higher lifetime and survivor income, and why federal
Episode 125: Retirement Intelligence: Preparing Federal Employees for the Emotional Side of Retirement with Bob Laura (opens the original)
Read excerpt
What if being financially ready for retirement is only half of the equation? In this episode, we sit down with Bob Laura, financial planner, speaker, author of Retirement Intelligence , and pioneer in the psychology and social science of retirement and legacy planning. He joins us to share how to prepare for the transition beyond the numbers and create a meaningful retirement before you leave the workforce. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Fill out the M
Episode 124: Retirement Readiness (opens the original)
Read excerpt
How do you know if you're truly on track for retirement? And what should you be doing differently at 30, 40, 50… or just six months from leaving federal service? In this episode, John and Tommy break down retirement readiness by life stage, exploring the financial, tax, investment, insurance, and estate planning decisions that matter at different points in your career. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn John Mason: LinkedIn Tom
Episode 123: Mailbag Part Two: Questions from Federal Employees (opens the original)
Read excerpt
Could a single dollar cost you hundreds more in Medicare premiums? In this mailbag episode, we answer some of the most common retirement planning questions from listeners, beginning with how to avoid IRMAA surcharges and why Medicare planning really starts at age 63. You'll learn how strategies like Roth conversions, bracket-topping, and Qualified Charitable Distributions (QCDs) work and why every strategy should be tailored to your individual financial plan. Access the full show notes at Mason
Episode 122: Mailbag Part One: Questions from Federal Employees (opens the original)
Read excerpt
What questions do federal employees need answered before making major retirement decisions? In this mailbag episode, John and Tommy tackle listener questions about the FERS annuity supplement, Social Security taxes, Social Security claiming strategies, and retirement income planning. You'll learn how returning to work after retirement can impact your supplement, how to manage Social Security tax withholding, and why retirement decisions require more than a simple one-size-fits-all answer. Access
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about Federal Employee Financial Planning Podcast