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Military to Financial Planner Podcast

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...


Feb 14, 2024

I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer,...


Nov 1, 2023

I’m honored to have Caleb Brown join us on the podcast today. Caleb is the co-founder of New Planner Recruiting, which we have mentioned several times on this podcast before. 

This recruiting firm specializes in sourcing, screening, and integrating financial planners in firms nationwide. He was named the Next...


Oct 18, 2023

Today I welcome back Sean Gillespie to talk about some of the exciting things going on within the MFAA community. Specifically we dive into the details of Skillbridge integration within MFAA, our very first intern going through the program, and the vision for what comes next. For those of you who might not be that...