Preview Mode Links will not work in preview mode
Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice. This podcast will help you leverage your military experience and be intentional about each step of your career journey, ultimately helping you build the post-military life and career you want.
  1. All Episodes
  2. 2023
  3. 08

Advice Only While Still Serving with Sam Lewis

Aug 23, 2023

In this episode, we welcome Sam Lewis to talk about his different career path than all of our prior guests so far. Sam is currently the Recruiting and Retention Senior Enlisted Leader for the Delaware National Guard as well as the founder of his own RIA, SJL Financial. He has served in the Delaware Guard for more than...

Read More

Breaking into the Planning Profession with Becky Noss

Aug 2, 2023

I’m pleased to welcome Becky Noss in this episode. She is a Lead Planner at Redeployment Wealth Strategies where she analyzes client situations, builds financial plans, meets with clients to help review implementation, and integrates across the entire RWS team. We talk about her career journey including her bachelors...

Read More