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Finances and the Military: Having a plan for your future
Publisher |
Amanda Huffman
Media Type |
audio
Publication Date |
Aug 30, 2022
Episode Duration |
00:51:00

Thank you to our sponsors without them this series wouldn't be possible

Title Sponsor: Women Veterans Alliance:

Women Veterans Alliance is the premier national network focused on directly impacting the quality of life of women veterans. This year, Women Veteran Alliance is hosting a live Broadcast in person throughout the U.S. and online. It will be held on September 9 and 10, 2022. You can head over to www.Womenveteransalliance.org/women-veterans-edge to learn more about where in-person locations are and to register.

Garrett Sorenson with Marcum Wealth: 

Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, he is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army, with one tour in Afghanistan during 2010, and he continues to serve in the Tennessee Army National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance” where he shares his knowledge to help the military community with their financial mission. Want a free financial plan email Garrett at Garrett.Sorensen@marcumwealth.com">Garrett.Sorensen@marcumwealth.com or head to  www.marcumwealth.com going to contact, and select start a plan. Be sure to mention the Women of the Military podcast!

Want to learn more about joining the military?

Check out my free guide to joining here.

Pre-order your copy of A Girl's Guide to Military Service: Selecting Your Specialty, Preparing for Success, Thriving in Military Life here.

Check out the full show notes here: 

Mentioned in this episode: 

Military Blended Retirement

savings-plan-overview.html#:~:text=Thrift%20Savings%20Plan%20Contribution%20Limits&text=For%202022%20it%20is%20%2420%2C500,5%25%20of%20your%20basic%20pay.">Thrift Saving Plan (TSP) Investing

Roth IRA/Traditional IRA

VA Home loan

Legal Disclaimer: Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability. This discussion is intended to be general and educational in nature and is not tailored to any listener’s individual circumstances or financial situation. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. All investment strategies have the potential for profit or loss. This communication should not be construed as a recommendation or solicitation to take, or refrain from taking, any particular course of action. Due to various factors, including changing regulations and market conditions, the information discussed may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up-to-date as of the date of publication, Marcum Wealth does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The subjects discussed herein are general in nature, provided for informational purposes only, and should not be construed as legal, tax, or investment advice. Listeners should consult with the professional(s) of his or her choosing regarding their specific legal, tax, or financial situation.

Thank you to my Patreon Sponsor Col Level and above:Kevin Barba

Get your Women of the Military Podcast gear of-the-military-podcast.creator-spring.com/">here.

Thank you Patreon members for your support. Become a Patreon member today! Click here.  

Thank you to all of the A Girl's Guide to Military Service Series sponsors

Title Sponsor: Women Veteran Alliance 

Gold Sponsor: inc.com">J Vollbrecht Consulting, Garrett Sorenson with Marcum Wealth

Silver Sponsor: Photography by Trish Alegre-Smith

Bronze Sponsor:  Nomades Collections, Served Like HER

Resources:

Women of the Military Mentorship Program

Girl's Guide to Military Service available where books are sold. 

Signed copies of A Girl's Guide to Military Service

Girl's Guide to the Military Series

It is so important to talk about finances and the military as you begin your journey in the military. There is no one right piece of advice to help you in your journey. And that is why I'm excited to be talking about finances this week with Garrett Sorenson this week on the podcast. We spend a lot of time talking about not what you should do but how to create a plan so that you can make the right choice for yourself and your family (if applicable). 

Thank you to our sponsors without them this series wouldn't be possible

Title Sponsor: Women Veterans Alliance:

Women Veterans Alliance is the premier national network focused on directly impacting the quality of life of women veterans. This year, Women Veteran Alliance is hosting a live Broadcast in person throughout the U.S. and online. It will be held on September 9 and 10, 2022. You can head over to www.Womenveteransalliance.org/women-veterans-edge to learn more about where in-person locations are and to register.

Garrett Sorenson with Marcum Wealth: 

Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, he is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army, with one tour in Afghanistan during 2010, and he continues to serve in the Tennessee Army National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance” where he shares his knowledge to help the military community with their financial mission. Want a free financial plan email Garrett at Garrett.Sorensen@marcumwealth.com">Garrett.Sorensen@marcumwealth.com or head to  www.marcumwealth.com going to contact, and select start a plan. Be sure to mention the Women of the Military podcast!

Want to learn more about joining the military?

Check out my free guide to joining here.

Pre-order your copy of A Girl's Guide to Military Service: Selecting Your Specialty, Preparing for Success, Thriving in Military Life here.

Check out the full show notes here: 

Mentioned in this episode: 

Military Blended Retirement

savings-plan-overview.html#:~:text=Thrift%20Savings%20Plan%20Contribution%20Limits&text=For%202022%20it%20is%20%2420%2C500,5%25%20of%20your%20basic%20pay.">Thrift Saving Plan (TSP) Investing

Roth IRA/Traditional IRA

VA Home loan

Legal Disclaimer: Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability. This discussion is intended to be general and educational in nature and is not tailored to any listener’s individual circumstances or financial situation. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. All investment strategies have the potential for profit or loss. This communication should not be construed as a recommendation or solicitation to take, or refrain from taking, any particular course of action. Due to various factors, including changing regulations and market conditions, the information discussed may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up-to-date as of the date of publication, Marcum Wealth does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The subjects discussed herein are general in nature, provided for informational purposes only, and should not be construed as legal, tax, or investment advice. Listeners should consult with the professional(s) of his or her choosing regarding their specific legal, tax, or financial situation.

Thank you to my Patreon Sponsor Col Level and above:Kevin Barba

Get your Women of the Military Podcast gear of-the-military-podcast.creator-spring.com/">here.

Thank you Patreon members for your support. Become a Patreon member today! Click here.  

Thank you to all of the A Girl's Guide to Military Service Series sponsors

Title Sponsor: Women Veteran Alliance 

Gold Sponsor: inc.com">J Vollbrecht Consulting, Garrett Sorenson with Marcum Wealth

Silver Sponsor: Photography by Trish Alegre-Smith

Bronze Sponsor:  Nomades Collections, Served Like HER

Resources:

Women of the Military Mentorship Program

Girl's Guide to Military Service available where books are sold. 

Signed copies of A Girl's Guide to Military Service

Girl's Guide to the Military Series

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