Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
Military to Financial Planner Podcast
Release Date: 04/30/2025
Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
Military to Financial Planner Podcast
I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation. In our wide-ranging discussion Greg shares his personal journey of initial interviews trying to determine where to start his career in financial services and his thoughts on the pros and cons or working in the major insurance companies and broker dealers....
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Journey from FIRE to Financial Planning Focused on Real Estate with Dan Huffman
Military to Financial Planner Podcast
I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His focus is on working with those in the real estate community so we spend a lot of time talking about that type of expertise, the planning and tax considerations for that niche, compliance considerations, and balancing those goals with other aspects of financial planning especially when so many clients think about real estate in more emotional aspects. Dan shares his story of learning about aspects of personal finance in the FIRE community and some of...
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Military Personal Finance Content Creation and SEO 101 with Ryan Guina
Military to Financial Planner Podcast
I’m excited to welcome Ryan Guina on the podcast today. He is the founder of the Military Wallet, one of the longest running and most respected personal finance websites focused on the military audience. Ryan served over six years in the United States Air Force as an aircraft mechanic, then joined the Air National Guard in 2014 after an 8.5-year break in service which we talk about integrating the challenges of that with his entrepreneurial journey. In our wide-ranging discussion Ryan shares his personal journey of sharing his discoveries on a blog during the early days of this content...
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Overcoming Barriers and All the Firsts of Financial Planning with Valerie Rivera
Military to Financial Planner Podcast
I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no judgement financial advice for First Gen wealth builders in their 30s and 40s. I invited Valerie on the podcast to help share her story of overcoming lots of barriers including race, family of origin, education, class, financial safety net, and much more. I love her transparency in sharing each stage of her career journey and how she persisted in finding a path forward, even in the midst of challenge after challenge. She is part of just over 1% of...
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14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon
Military to Financial Planner Podcast
I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His firm also prepares more than 300 tax returns. In this wide-ranging interview Curt shares how his early interest in finances started during his academics studies during undergraduate, masters, and CFP coursework while on active duty. Listen for his story about a bad experience...
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MQFP Live Exam Prep Course at MilMoneyCon25
Military to Financial Planner Podcast
In this short bonus episode, Paul Allen rejoins us to share the exciting news about the MQFP live exam prep course coming up at MilMoneyCon25. We chat through what that looks like, what you can expect to learn, how much it costs, when to plan travel, integration with the MilMoneyCon conference schedule, and a special opportunity for some scholarships! Hope to see many of you listeners there!
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Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller
Military to Financial Planner Podcast
I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has experienced many positive and negative transitions. She has seen firsthand how those transitions can impact women, widows, and military/veteran families. Together, her military family moved 14 times during their service, and as a result, Stacy was...
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Finding the Right Culture Fit and Serving the Military Community with David Evetts
Military to Financial Planner Podcast
In this episode, I’m joined by David Evetts, who serves as the President of the USAA Educational Foundation. Since 1986, The USAA Educational Foundation has served the military community by helping service members and their families become informed financial decision-makers through every life stage. USAA, the founder and sponsor of The USAA Educational Foundation, is a San Antonio, Texas-based financial services company that provides auto, homeowners, and life insurance products and, banking and investment services. While USAA is the sponsor, The USAA Educational Foundation does not endorse...
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Financial Education, Working for a Nonprofit, and Serving the Special Ops Community with Drew Stamp
Military to Financial Planner Podcast
I’m excited to welcome a friend and colleague who has a little bit different career track today. Drew Stamp serves as the Chief Operations Office for the Donovan and Bank Foundation - a, nonprofit organization that focuses on helping special operators transition to a life of peace, balance, and contentment. We chat about Drew’s early personal finance experiences, how he learned he loved to teach and help other with financial literacy, what studying for the CFP exam was like even though he had never worked in a traditional job in financial planning before, and how he found his way to...
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Finding the Right Firm, Fit, and Focus with Matt Stephens
Military to Financial Planner Podcast
Today on the podcast I’m joined by Matt Stephens from Willow Chute Financial. Matt has had a winding career path that has taken him to a variety of roles, firms, structures, and responsibilities. During his career in financial services, he has also served as an officer in the Army Reserves since 2008. In our discussion, we chat about the pros and cons of a variety of financial services compensation and service structures and how that factored into his career decisions. Given the variety of structures as well as front and back office roles, I ask Matt about the traits he found for those that...
info_outlineI’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation.
In our wide-ranging discussion Greg shares his personal journey of initial interviews trying to determine where to start his career in financial services and his thoughts on the pros and cons or working in the major insurance companies and broker dealers. It may be especially helpful to hear why Greg benefited from the training programs tied with his military background as well as the challenges of the sales culture he faced.
Greg has always been interested in education so he shares the various licenses, degrees, and certifications he has pursued including his current PhD program as well as teaching in a variety of roles. Along with that though, we explore the challenges of determining limits of these kinds of side hustles and the tradeoffs in firm growth they can have.
Lastly, we share about the personal experiences of learning from others on the career journey including the benefits of masterminds, mentorship, and giving back.
If you are interested in breaking into your first role in financial services, exploring alternative income and career paths in parallel with financial planning, or want to hear some hard-earned lessons learned from a six year RIA owner, you can find those nuggets of wisdom here. Here’s my interview with Greg!
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