How to Find Military and Veteran Benefits You Qualify For
MILMO Show
Military and veteran benefits can have a major impact on your finances, but finding them is not always easy. The information is spread across federal agencies, states, counties, and different programs, which means you may qualify for something without ever realizing it exists. In this episode, Jackson Jerdee and I talk about why he created Benefitry, an app designed to help members of the military community identify benefits they may qualify for. We also discuss some of the benefits people commonly overlook, how the app keeps track of changing information, and why even longtime veterans may...
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What 400 Episodes Taught Me About Money and Life
MILMO Show
Four hundred episodes is hard for me to take in fully. I’m proud of reaching this milestone. I love this show, I love the people I get to talk to, and I love helping the military community. But reaching 400 episodes has also made me realize how much more I want to do. What I have now isn’t something I would have imagined when I began. I have a show I care deeply about, a community I am honored to serve, and the opportunity to talk with people every week who are generous enough to share their knowledge, experiences, and stories. In this episode, I’m sharing some of the biggest...
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Why Taking Care of Your Stuff Saves You Money
MILMO Show
The things we have cost money. And the care and attention we give them matter to our bottom line more than we realize. Today's episode isn’t exactly about money, but it's also not not about money. It's about door thresholds and more. In this episode, I’m talking about one of the easiest ways to save money that has nothing to do with earning more or spending less. It has everything to do with taking care of the things you already own. For more information, visit the full show notes at For more MILMO, follow at: on YouTube on X Instagram LinkedIn Facebook
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The Financial Side of a Family Emergency
MILMO Show
This episode is a little different than what I normally do. I love interviewing guests and sharing their stories and expertise, but sometimes life has a way of changing your plans. Over the last few weeks, I've had one of the hardest experiences I've ever gone through as a parent, and honestly, I haven't felt like talking. I went back and forth on whether I should record this episode at all. But as I started processing everything that had happened, I realized there was a lesson I could share that illustrates why we save for emergencies, why insurance matters, and why financial preparation...
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Marketing Strategies to Grow Revenue for Military Entrepreneurs
MILMO Show
A lot of military entrepreneurs know they need to market their business, but it can be hard to know what is actually worth your time and money. In this episode, Aaron Tellier shares how service members, veterans, and military spouses can approach marketing in ways that drive revenue rather than just create more work. We talk about how to stop wasting money on random marketing and start building a revenue-focused strategy. He shares what to fix first, what to track, and when it makes sense to hire help. Aaron is a former Naval Academy graduate, officer, serial entrepreneur, and chief...
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How to Make Money on a Military PPM
MILMO Show
A military move comes with orders, packing, paperwork, timelines, and a lot of stress. But for some service members, a Personally Procured Move, also known as a PPM or DITY move, can be a way to take more control and potentially make money. In this episode, Lt Col Jonathan “Peso” Clason shares how he and his family completed two full PPM moves, what he learned, and why planning, paperwork, weight tickets, and teamwork matter so much. Peso is an active-duty Air Force officer, pilot, commander, instructor, husband, dad, and experienced full PPM mover. He shares how far out he starts...
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Building a Fintech Company After Military Service
MILMO Show
Leaving the military does not always come with a perfectly mapped-out plan. Sometimes the next step is a stepping stone. Sometimes it opens doors you didn’t even know existed, and sometimes it leads you to build something completely new. In this episode, I’m talking with Sinon Bennett, a former Navy submarine officer who went on to work in private banking at J.P. Morgan before co-founding Wavvest, a fintech company helping modernize advisor operations and financial planning through AI and technology. Sinon shares what the Navy taught him about problem-solving, how private banking exposed...
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How to Build Partnerships That Grow Your Career or Business
MILMO Show
We hear the word “networking” all the time, especially around military transition, career growth, and business. But building real partnerships is different. It’s not about collecting contacts, pitching yourself, or asking people for favors. It’s about building trust, adding value, and creating relationships that help people move forward together. In this episode, Katherine Torres-Pummill shares what strong partnerships actually look like and how they can help service members, veterans, and military spouses grow their careers and businesses. We talk about why transition can feel lonely,...
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Annuities Explained Without the Sales Pitch
MILMO Show
Annuities are among the financial products that can spark a lot of strong opinions. Some people love them, while some people warn everyone to stay far away from them. A lot of people are stuck somewhere in the middle, trying to figure out what an annuity actually is, what it does, and whether it makes sense for their situation. The hard part is that annuities come with a lot of jargon, fees, surrender charges, and sales language that can make them hard to understand. And when you’re making decisions with retirement money, your TSP, a pension, or other savings, confusion can get expensive...
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You’re Not Broke, You Need Financial Discipline
MILMO Show
Sometimes, the reason money feels tight is not that you're bad with money. Sometimes your money just needs more structure. In this solo episode, I’m talking about financial discipline and why it is not about shame, perfection, or taking all the joy out of your life. It is about giving your money direction, keeping small promises to your future self, and creating enough structure so your paycheck does not disappear before you know it. I also share simple ways to build more discipline with your money, For more information, visit the full show notes at For more MILMO, follow at: on...
info_outlineAnnuities are among the financial products that can spark a lot of strong opinions. Some people love them, while some people warn everyone to stay far away from them. A lot of people are stuck somewhere in the middle, trying to figure out what an annuity actually is, what it does, and whether it makes sense for their situation.
The hard part is that annuities come with a lot of jargon, fees, surrender charges, and sales language that can make them hard to understand. And when you’re making decisions with retirement money, your TSP, a pension, or other savings, confusion can get expensive fast.
In this episode, Tracy Lownsberry, founder of Annuity Giants, Army veteran, and annuity expert, breaks down annuities in plain English. We talk about what annuities are, the problems they’re designed to solve, who they may or may not be right for, what military families should consider, and the red flags to watch for before buying one.
For more information, visit the full show notes at https://milmo.co/podcast/annuities-explained-without-the-sales-pitch