Author: Brandon Jones

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 into all the details of the scholarships and certifications it provides for. Rick walks us through how to apply and the logistics of the process as well as lots of advice. 

Rick.Nail@theamericancollege.edu 

https://militaryaffairs.theamericancollege.edu/

Download this episode!

Download this episode!

Michelle Petrowski joins us on the podcast to share about her journey as a career changer into financial planning, her work as a CFP and CDFA in the divorce space, the opportunities she had to help military families along the way, and what her firm is like now working with empowering women with both financial planning and life coaching. What I loved here is how transparent Michelle was about the personal experiences that mirrored the professional, how she had to restart so much of her life and career on several occasions, and the ways in which the power of networking and relationship-building repeatedly opened up doors for her. 

https://www.linkedin.com/in/michellebuonincontricfp/

Download this episode!

Financial planning represents a classic kind of knowledge profession. As such, there is almost an infinite amount of information out there that you can continue to learn and grow to become better at your craft. Being constantly curious is a key skillset to succeed in this profession.

I get asked frequently what are some of my favorite resources that I personally use in this field so I wanted to put together a list of podcasts to help give you ideas of other shows to listen to. This will probably be more than you can handle or have time to digest all at once so you can consider picking 2 or 3 ideas here to explore further and build out from there.

Download this episode!

Listen in this interview as Daniel Yerger shares his career journey from PSYOPS Army life to career changer into financial planning, now owning his own firm, teaching investment planning, and pursuing his PhD. He also recently published a new book on career-changing into financial planning that is a must-read for learning about the nuances, challenges, and opportunities of making the leap.

https://www.amazon.com/Getting-Door-Starting-Financial-Planning-ebook

https://www.mywealthplanners.com/ 

Download this episode!

MilMoneyCon is a new conference hosted by Lacey Langford for financial professionals united by military service. Our mission is to bring together service members, veterans, and military spouses to help build and progress their careers, continue their education, and grow their earning power as practicing or rising financial professionals.

Home

Download this episode!

Conferences are like going TDY for training–you need to strive for a decent balance between enhancing your skill set and actually getting things done. We’ve all seen those people that are always TDY for different training, and not doing actual work. However, there are some great networking and learning opportunities at conferences if done wisely. In this episode, Forrest and Daniel discuss the benefits they see in conferences as well as cons and costs in your time and money to plan for.

Download this episode!

Financial planning and tax preparation are ultimately two separate services that some planners decide to include in their offering while others outsource it or work with the clients’ tax preparers. There are pros and cons to both. In this episode, Forrest and Daniel share ways to think about it and how it might apply to your firm and career journey. The bottom line though is that tax planning is incredibly valuable and important regardless of the tax prep decision. 

Join our private community for listeners: https://tinyurl.com/2dr24bn6

Download this episode!

There are many career paths in financial planning but most are two versions of joining an existing firm or starting some version of your own. In this episode, Daniel and Forrest share more about how to think about both options for your career goals. 

Join our private community for listeners: https://tinyurl.com/2dr24bn6

Download this episode!