Military Spouse Career Evolution and Impact with Liz Plot
Military to Financial Planner Podcast
Release Date: 10/04/2023
PME Book Club—Advice That Sticks: Why Good Advice Isn’t Enough
Military to Financial Planner Podcast
Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favorite books for any financial planner, and honestly, for anyone who wants to make their advice more impactful in any area of life. Russ and I explore what makes advice “stick,” the science and psychology behind why people don’t always...
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From Personal Passion to Financial Empowerment Across a Military Life with Kate Horrell
Military to Financial Planner Podcast
I was thrilled to have my longtime friend and colleague Kate Horrell join me on the podcast. We’ve known each other for years—through mastermind groups and the broader military financial community—and I’ve always admired the work she does to support military families through education and advocacy. In this episode, Kate shares her incredible journey from being a new military spouse struggling with bills and benefits to becoming a trusted voice in the world of military personal finance. What started with checking out library books and reading Military Times columns turned into a career...
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Exploring Financial Therapy and Beyond the Plan with Ashley Quamme
Military to Financial Planner Podcast
In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I’ve admired for a long time, and this conversation is packed with powerful insights into the intersection of psychology, relationships, and personal finance. Ashley shares her unique journey—from launching a private therapy practice focused on couples, to navigating military life as a spouse, to eventually blending her clinical background with the world of financial planning. We explored what financial therapy really means...
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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...
info_outlineToday, we welcome Liz Plot, a fellow MFAA member to the podcast. She now runs her own RIA, Primas Financial Planning but as she shares in this episode, that was a long and winding journey to get there. And she certainly is surprised to be an entrepreneur. Liz talks about her learning growth over time, getting the professional education, volunteering thousands of hours that built her experience, and working in a small RIA. I was grateful for her sharing about how she knew it was time for the next act and the personal discovery process she used in that. We also talk about some of the ways in which she does financial planning for her younger clients, how she empowers them to graduate from financial planning if they want, and meeting clients where they are at. Liz shares a common theme of advice on this podcast about having realistic expectations and the challenge of being patient with some lessons only being learned over time. Whether you are a fellow military spouse, career changer, or wanting to make an impact in the world like Liz, this episode will have something for you!