Operation Retirement Readiness
autor: Mike Hunsberger & Amy King
Nejnovější epizoda
Avoiding Costly Financial Decisions During Transition with Stacy…
Avoiding Costly Financial Decisions During Transition with Stacy…
O tomto podcastu
Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning.
Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. It is not individual advice.
Epizody
Nejnovějších 20 z 57 epizod
- Avoiding Costly Financial Decisions During Transition with Stacy Miller S2 E17 · 34 min · Řada 2 Epizoda 17In this insightful interview, Stacey Miller from Bayview Financial shares expert advice on managing financial transitions, especially for military families. She discusses…
- MOAA Membership Benefits with Lila Quintiliani - S2E16 · 32 min · Řada 2 Epizoda 16This episode features Lila Quintiliani from the Military Officers Association of America (MOAA), discussing the organization's role in advocating for military benefits, providing…
- S2E15 - Tax Returns for Military Families · 44 min · Řada 2 Epizoda 12In this episode, Amy and Mike explore the critical aspects of reviewing and understanding your tax return, especially for military families. They discuss key numbers like…
- Combat Zone Tax Exclusion TSP Contributions with Becky Noss · 33 min · Řada 2 Epizoda 14In this detailed interview, Becky Noss from Healthy Wealth Financial explains the complexities of Combat Zone Tax-Exclusion (CZTE) contributions to the TSP, especially for…
- TSP In-Plan Roth Conversions w/ Rob Moore · 57 min · Řada 2 Epizoda 13Join us as Rob Moore from Everman Wealth and Prosperity discusses the ins and outs of in-plan Roth conversions within the TSP. Learn who should consider this strategy, the tax…
- Starting a Business with Katy Stevick - S2E12 · 39 min · Řada 2 Epizoda 12In this episode, Katy Stevick shares her expertise on transitioning from military service to entrepreneurship, covering financial planning, business startup strategies, and…
- Military Transitions from the Spouse’s Perspective - Season 2 Ep 11 · 42 min · Řada 2 Epizoda 11In this insightful conversation, Vanessa Alanis shares her experiences as a military spouse and financial planner, discussing the emotional and financial challenges of…
- TSP Investment Options with Omen Quelvog - S2 Ep 10 · 46 min · Řada 2 Epizoda 10In this conversation, Omen Quelvog from Formynder Wealth Management discusses the Thrift Savings Plan (TSP) and its various investment options, including core funds and lifecycle…
- The Military to Government Civilian Transition S2E9 · 34 min · Řada 2 Epizoda 9This conversation explores the transition from military service to federal employment, focusing on the benefits, complexities, and considerations involved. Amy shares insights on…
- Season 2 Episode 8 - Buying Your New Home with Traci Crawford · 40 min · Řada 2 Epizoda 8In this episode, Mike and Amy speak with Tracy Crawford, a realtor in Jacksonville, Florida, who shares her journey from being an Army nurse to a real estate professional. Tracy…
- Season 2 Episode 7 - OBBBA & End of Year Planning with Paul Allen · 32 min · Řada 2 Epizoda 6In this conversation, Amy and Mike welcome back Paul Allen from PimTax to discuss the One Big Beautiful Bill Act (OBBA) and its implications for military families and retirees…
- S2E6 - "What Should I Do With My TSP?" · 27 min · Řada 2 Epizoda 6Happy Thanksgiving from Amy and Mike! In this episode, Mike and Amy discuss the options available for managing your Thrift Savings Plan (TSP) after military service. They…
- Season 2 Episode 5 - Transition Planning with Alan Nelson · 40 min · Řada 2 Epizoda 5In this episode, Mike and Amy discuss military transition support with Alan Nelson, a retired Navy commander and financial planner. Alan shares his personal transition journey…
- Season 2 Episode 4 - OBBBA Educational Changes · 54 min · Řada 2 Epizoda 1This conversation delves into the significant changes brought about by the One Big Beautiful Bill Act, particularly focusing on student loans, FAFSA, Pell Grants, and the…
- Season 2 Episode 3 - Insurance for Military Families with Jeremey Vidmar · 49 min · Řada 2 Epizoda 3In this conversation, Jeremy Vidmar, an insurance broker, discusses the various insurance options available to military service members transitioning to civilian life. He…
- Episode 2 - VA Home Loans with Brain Willingham · 42 min · Řada 2 Epizoda 2In this conversation, Brian Willingham, an expert in VA home loans and Streamline refinancing, discusses the benefits and intricacies of VA loans compared to conventional and FHA…
- Episode 01 - GI Bill Conversation with Kate Horrell · 1 h 0 min · Řada 2 Epizoda 1Summary In this conversation, Mike Hunsberger and Amy discuss college finances specifically for military families with expert Kate Horrell. They explore the intricacies of the GI…
- Episode 39 - Hiatus Announcement · 2 min · Epizoda 39Hi Viewers, this is a quick update on the summer schedule. We will repost some old podcasts, but please check back in for new episodes in September. Have a fun and safe summer!
- Episode 38 - Listener Questions: Focus on Post Retirement · 31 min · Epizoda 38Summary In this conversation, Amy and Mike address questions from their audience regarding financial planning for individuals in their 60s, 70s, and 80s. They discuss the…
- Episode 37 - 529 Day · 28 min · Epizoda 37Summary In this conversation, Mike and Amy discuss the importance of college savings, particularly through 529 plans. They explore various aspects of education funding, including…
