Preview Mode Links will not work in preview mode

Military to Financial Planner Podcast

Dec 14, 2022

In this episode, I’m chatting with my friend and colleague, Andi Wrenn. She has been involved at the intersection of personal finance and military life for many years now. Andi is an AFC as well as having a masters in marriage and family therapy that helps inform her work with clients. It might surprise you to know...


Nov 30, 2022

I’m excited to welcome Adam Scherer on the podcast. He is a CFP and EA as well as having two masters degrees including in personal financial planning. In addition to running his own RIA, Adam has been a professor teaching CFP curriculum for many years. One of his primary current roles is as Vice President of Product...


Nov 16, 2022

I’m excited to welcome Adrienne Ross on the podcast. She is a CFP, ChFC, and AFC as well as the founder of Clear Insight Financial Planning based in Washington state. Adrienne shares her personal journey as a young military spouse discovering personal finance to de-mystify the whole process. As she learned she shared...


Nov 2, 2022

Nancy Bleeke joins the podcast to talk all about the power of sales in one of my favorite recent conversations! While she’s always been entrepreneurial, finding a passion in sales was never the plan. Who would ever want to be “in sales”? she thought. Yet, she found her calling helping people who also never saw...


Oct 19, 2022

Today on the podcast we welcome Brian O’Neill; CFP, and founder of Winged Wealth Management and Financial Planning. Brian launched his firm in early 2021 after retiring from the Air Force with a specific focus on working with military pilots. Brian flew F-16s and F-35s while on active duty, served as Weapons School...