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Military to Financial Planner Podcast

Jun 5, 2024

We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area. 

We chat about his personal experiences of personal finances and how going through Financial Peace University...


May 15, 2024

I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each...


Apr 17, 2024

I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job...


Mar 20, 2024

Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined...


Feb 28, 2024

Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner...