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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. 2024
  3. 08

Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen

Aug 28, 2024

I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his...

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Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger

Aug 14, 2024

In this podcast episode, I sit down with Mike Hunsberger to learn more about his career journey across an Air Force career and launching his own RIA, Next Mission Financial Planning. He shares about his early experiences with being sold permanent life insurance and high fee mutual funds which led him to get more...

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