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Military to Financial Planner Podcast

Jul 28, 2021

Listen as Forrest and Daniel talk about the key differences between being an employee and owning your own business. 


Key differences between employee vs business ownership:

  • Employees can expect an organizational framework, like the military.  Business owners have to create their own.
  • Employees have a job...

Jul 21, 2021

Listen as Forrest and Daniel share a little about each of our stories, and what we did while we were on active duty.

You can do a lot.  But training for combat isn’t really like actually being in combat.  But you train anyway, because you’ll be a lot better off.  Same principle applies here.

Here are things you...

Jul 14, 2021

How do I build a business plan?

You’re not going to know everything out of the gate.  But your ‘plan’ should involve the following steps:

  1. Determining whether this is an appropriate career for you.
    1. Education, Credentials Licensing (refer back to Episode 3)
    2. FPA Externship
  2. Identifying education needs 



Jul 7, 2021

Industry rule of thumb for people opening their own shop:  3 years before you ‘feel traction.’

  • Year one:  Sucks for everyone - a hard slog
  • Year two:  Gets a little better, but not really anything to ‘live on.’  
  • Year three:  You finally start feeling like you can make it.  But you’re probably...

Jul 7, 2021

Credentials vs licensing vs. education:  Each plays a different role

  • Credentials--Help apparent credibility.  You can stop at a certain point--no one really cares about your alphabet soup
  • Licensing--What allows you to legally do business in a certain capacity.  We stopped with our Series 65 licenses.
  • Education--This...