Service and Wealth

Service and Wealth

Hosted by: Ted E.

Welcome to "Service and Wealth" with the Military Wealth Coach! Dive into military budgeting tips, investing for military personnel, and financial planning for military families. Unlock strategies for military...

All Episodes

Episodes

016 How Much You Really Make, aka The Blended Retirement System's Cash Value

Most of us who leave the military before 20 years do so to chase higher paychecks in civilian jobs. And while the dollar amount printed on the check every 1st and 15th will likely be more, are you really making more...
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015 How to Manage Your Blended Retirement System (BRS) While in Uniform -- 2 of 3

While your service branch may automatically enroll you in the BRS to make Thrift Savings Plan (TSP) minimum contributions of 5% in order for you to get the 5% Match, that's about the only part of it that is automatic....
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014 Retirement and Your Blended Retirement System (BRS) -- 1 of 3

This week we talk RETIREMENT and the Blended Retirement System (BRS). While saving for a car is a $10,000 goal and saving to buy a house with the VA Loan could require $25,000 in savings, retirement is going to...
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013 Meet The Coach: My Money Story

The way we think and feel about money, from unhealthy obsession to constant worry to total avoidance, is rooted in the experiences we had growing up, and the lessons we learned from others. The Military Wealth Coach...
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012 The Military's Survivor's Benefit Program (SBP): Why You Must Opt-Out

The military loves to gloss over the important things when it comes to pay and benefits, especially when it affects your bottom line. Indeed it goes beyond that and makes it more difficult to opt-in or opt-out for...
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011 Is Tuition Assistance Right For Me?

Should you get a college degree while you're in uniform using Tuition Assistance, or wait to use your G.I. Bill after you get out? If you already have a degree, should you use TA to go out and get an MBA or other...
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010 Buying a Car in 2024, or How Auto Financing Keeps You Poor

Ah, yes, the American Dream: a house in the suburbs, picket fence, and a shiny new car in the driveway. But is it your dream? Clever and aggressive marketing from a young age certainly has convinced you that to be...
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009 Investing 401 Managing Your Investments

Our 4-part series on investing comes to a close. At this point you are confident enough to start investing, andĀ also have the outlines of a basic strategy to make it easy and worry-free. In this week's episode, you'll...
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008 Investing 301 Choosing Your Investments

It's time to put it all together and make your first investments: Investing 301 explains how to put the lid on our buy box, and walks us through the process and decisions and mindset for each step of our process. From...
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007 Investing 201 Why Investing Works

Investing 201 is theĀ second in a 4-part Podcast seriesĀ recordedĀ to help you build an investment strategy and portfolio specifically tailored to you, yet still built on core fundamentals. Last week in Investing 101,...
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006 Investing 101 Why You Need to Invest

Before you start investing in the stock market now that you have some cash and your first brokerage account, you need to build a strategy -- and your confidence. So long as you have the right timeframe and mindset,...
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005 What Accounts Do I Need? The Four Accounts to Open Today

Finally saving money, but it's all just sitting there in a USAA Checking Account? Can't tell which dollar is for bills and which is for savings? Unsure with what steps to take next to start investing? Now that you're...
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