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Military to Financial Planner Podcast

Aug 24, 2022

David Kakish is the President and CEO of RIA Workspace. He is an author, successful entrepreneur, and an advocate for better, more secure IT. It’s his belief that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the Small...


Aug 10, 2022

Rick Nail joins us on the podcast today to talk about the amazing scholarships for the military community from the American College of Financial Services Center for Military and Veteran Affairs. He shares about what the college is about, the history of the school, programs/certifications offered, etc. as well as diving...