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.

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What happens when emotions mix with investments? In this episode, we dive into the intersection of politics, markets, and personal finance. John and Tommy share insights on how to design a portfolio that minimizes unknowns, regardless of political changes. You’ll learn why staying the course is crucial—even when market predictions seem tempting—and how a solid, long-term strategy can help you avoid emotional pitfalls.

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Are you a federal employee planning for retirement but feeling overwhelmed by your options? In this episode, Michael, Ben, Tommy, and John break down the Federal Employee Retirement System (FERS), explaining key retirement benefits and strategies to maximize your pension. From the differences between immediate retirements to the role of sick leave and survivor benefits, this episode covers what you need to know.

Access the full show notes at Mason & Associates, LLC