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Military to Financial Planner Podcast

Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.

info_outline Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller 11/06/2024
info_outline Finding the Right Culture Fit and Serving the Military Community with David Evetts 10/23/2024
info_outline Financial Education, Working for a Nonprofit, and Serving the Special Ops Community with Drew Stamp 10/09/2024
info_outline Finding the Right Firm, Fit, and Focus with Matt Stephens 09/25/2024
info_outline Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath 09/11/2024
info_outline Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen 08/28/2024
info_outline Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger 08/14/2024
info_outline Cross-border Planning and Military Spouse Careers with Stephanie Higgins 07/31/2024
info_outline DoD Skillbridge Transition to Financial Planning with Omen Quelvog 07/10/2024
info_outline Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker 06/05/2024
info_outline Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre 05/15/2024
info_outline From the Army to the Wirehouse World to RIA with Amy King 04/17/2024
info_outline Experimenting with Service Models & Niches with Erik Baskin 03/20/2024
info_outline Enlisted Money Guy & Paraplanning with Brandon Lovingier 02/28/2024
info_outline Jumpstarting Your Financial Planning Career with Matt Fizell 02/14/2024
info_outline Career Change Hiring Success with Caleb Brown 11/01/2023
info_outline DoD Skillbridge, MFAA Updates, & MQFP with Sean Gillespie 10/18/2023
info_outline Military Spouse Career Evolution and Impact with Liz Plot 10/04/2023
info_outline Advice Only While Still Serving with Sam Lewis 08/23/2023
info_outline Breaking into the Planning Profession with Becky Noss 08/02/2023
info_outline Both Sides of the ID Card and Building an Ideal Firm with Pam Bergeson 02/01/2023
info_outline Pivoting to Best Career Fit with Derek Merkler 01/18/2023
info_outline Coaching, Counseling, & Mentoring with Andi Wrenn 12/14/2022
info_outline CFP Study & Exam Success with Adam Scherer 11/30/2022
info_outline Discovering the World of Personal Finance with Adrienne Ross 11/16/2022
info_outline Genuine Sales Success with Nancy Bleeke 11/02/2022
info_outline Fighter Pilot Focus with Brian O'Neill 10/19/2022
info_outline Financial Coaching - Stacy Stacy Livingstone-Hoyte's Career 10/05/2022
info_outline Advancing the Profession - Sean Gillespie's Career (Part 2) 09/21/2022
info_outline Winding Path to Success - Sean Gillespie's Career 09/07/2022
 
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