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Military to Financial Planner Podcast

Dec 22, 2021

Conferences are like going TDY for training--you need to strive for a decent balance between enhancing your skill set and actually getting things done. We’ve all seen those people that are always TDY for different training, and not doing actual work. However, there are some great networking and learning opportunities...


Dec 15, 2021

Financial planning and tax preparation are ultimately two separate services that some planners decide to include in their offering while others outsource it or work with the clients’ tax preparers. There are pros and cons to both. In this episode, Forrest and Daniel share ways to think about it and how it might apply...


Dec 8, 2021

There are many career paths in financial planning but most are two versions of joining an existing firm or starting some version of your own. In this episode, Daniel and Forrest share more about how to think about both options for your career goals. 


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Dec 1, 2021

As with many aspects of military life, try to begin with the end in mind. You should be building and iterating a five year plan as you look ahead to a career in financial planning but also as you approach the various aspects of military life in the interim. Part of that is defining “enough” ahead of time so you...