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All Episodes

The Veteran Finance Podcast — 79 episodes

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Title
1

Impacts of the Iran War on Markets and Personal Finance | E79

2

The Top 5 Most Impactful Personal Finance Books I've Ever Read | E78

3

Investments That are Too Good to be True | E77

4

The Most Tax-Efficient Ways to Give to Charity |E76

5

3 Things That Need to be True to Keep Your House as a Rental | E75

6

The Power of Term Life Insurance: Why It Beats Whole, SBP, and VGLI for Veterans |E74

7

The Art of the Backdoor Roth IRA for High Earners | E73

8

When Does it Make Sense to Refinance the Mortgage? | E72

9

Unpacking Unpacking the New Tax Bill the OBBBA: What it Means for Your Taxes | E71

10

529 Plans Demystified: A Smarter Way to Save for College | E70

11

Doomscrolling Is Draining Your Portfolio | E69

12

Avoid Probate: 3 Smart Estate Planning Moves | E68

13

Don’t Panic: Market Drops and the Bigger Picture | E67

14

Should You Elect S Corp Status? When It Makes Sense & When It Doesn’t | E66

15

Did Your Car Insurance Go Up? Fix These 4 Coverage Mistakes | E65

16

Case Study: How a Client Saved $33,000 in Taxes | E64

17

Are You Missing Out on These VA Disability Benefits? | E63

18

8 Likely Tax Changes in 2025 Republican Tax Bill | E62

19

Should Your Spouse Quit Their Job? (Case Study) | E61

20

2025 Tax & Contribution Updates | E60

21

How to Gift 18K a Year and Avoid Estate Taxes in 2024 | E59

22

How Trump's Win May Impact Your Finances: 3 Key Areas to Watch | E58

23

How Veteran Business Owners Can Save 5 Figures on Travel with the Southwest Companion Pass | E57

24

Life and Disability Insurance for Military and Veterans - Broc Buckles | E56

25

3 Fall Tax Planning Moves for Veteran Business Owners | E55

26

Employee Benefits 101 During Open Enrollment l E54

27

Veteran Couple’s Guide to Money, Marriage & Business Success - Shelley Baskin l E53

28

How the U.S. Election Will Impact a Veteran's Portfolio l E52

29

How Veterans Can Maximize Their TSP After the Military l E51

30

What You Need to Know About Refinancing Your VA Loans - Evan Kaufman | E50

31

8 Financial Steps for Newlyweds to Take l E49

32

How Much is Your Car Costing You? l E48

33

Top 3 Reverse Budgeting Hacks Every Veteran Should Know l E47

34

How to Enjoy Speculative Investing Without Jeopardizing Your Finances l E46

35

Military Transition, Investing at All Time Highs, and Military Financial Myths Military Money Manual Guest Appearance l E45

36

The Accounts Veteran Parents Should Use to Save for Kid's College l E44

37

Should I Buy or Rent in the Military? l E43

38

Should I Rent My House or Sell It in the Military? l E42

39

How Military Veterans Can Save Six Figures Choosing the Right Mortgage l E41

40

What Salary Would Need to Replace My Military Pension? l E40

41

Managing Cashflow and Profit for Veteran-Owned Businesses l E39

42

How Veterans Can Save Thousands by Understanding Taxes l E38

43

Donor Advised Funds: One of the Most Powerful Tax Planning Tools for Military Veterans l E37

44

How I've Invested My Money From 2nd Lieutenant to Veteran Business Owner l E36

45

The Biggest Hole in Most Veteran's Financial Plan l E35

46

5 Reasons Veterans Should Be Contributing to a Roth IRA l E34

47

The Financial Order of Operations: A Veteran's Guide of Financial Priorities l E33

48

How the NAR Settlement Will Change Veteran Homebuying l E32

49

Building a 7 Figure Real Estate Business with Private Lender Money with Jason Lee from Murphy Home Buyers l E31

50

Optimizing Tax Withholdings to Minimize Tax Time Surprises l E30

51

When Should Veterans STOP Saving for Retirement l E29

52

Podcasting is the New Business Card with Martin Foster l E28

53

Solo 401k vs SEP IRA: How Vetreprenuers Can Save for Retirement and Save on Taxes l E27

54

Why You Should Want to Invest at All Time Highs l E26

55

Top Finance Tips for Cadets from For the Zoomies with Andrew Cormier Guest Appearance l E25

56

How Do I Know if I Am Saving Enough? l E24

57

Minimalism and Veteran Entrepreneurship with Steven Leapley l E23

58

Whole vs. Term Life Insurance l E22

59

How Military Families Can Save on Childcare with a Dependent Care FSA l E21

60

Does It Make Sense to Buy a House Right Now? l E20

61

TSP and Aligning Your Money with Your Values with Brandon Lovingier the Enlisted Money Guy l E19

62

5 Year End Tax Planning Opportunities for Veterans to Consider l E18

63

4 Essential Estate Planning Documents Every Veteran Needs l E17

64

VA Loans with Evan Kaufman from WeVett l E16

65

Why an Emergency Fund Is Crucial in Light of a Government Shutdown l E15

66

Is the Reserves Worth It? l E14

67

Why SGLI Isn't Enough: How to Get the Right Life Insurance Before You Transition l E13

68

Are High Yield Savings Accounts Worth It? l E12

69

Building Wealth After Transitioning from the Military with Aaron Ingram l E11

70

Is the US Financial System in Trouble After a Debt Downgrade? l E10

71

Revolutionizing Financial Planning for Veterans & Business Owners Only Fee Only Guest Appearance l E9

72

What Veterans Need to Know About VA Disability Benefits l E8

73

Building Enlisted Money with Brandon Lovingier l E7

74

The 6 Common Mistakes Veterans Make with their TSP l E6

75

How Veterans Can Maximize Reward Points on Travel with Matt Koch l E5

76

Military Credit Card Benefits with Matt Koch l E4

77

7 Things TAP Gets Wrong About Financial Planning for Veterans l E3

78

Becoming a CFP and Building a Business on Active-Duty Military Money Manual Guest Appearance l E2

79

Everything You Need to Know About Veteran Finances | E1