All Episodes
Episodes
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, and 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 the second in a 4-part Podcast series recorded 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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004 Balancing Act: Building Wealth AND Enjoying Your Life
This week we bring our story full circle and explain how following the Military 40:40:20 Rule for budgeting that you learned in our first episode can with a simple financial plan achieve Financial Freedom in just a...
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003 Emergency Savings Funds: How Much You Really Need
This week we discuss why saving "3 to 6 months of your salary" for an Emergency Savings Fund makes zero sense in the military -- or for just about anyone for that matter. We explain how income replacement is just one...
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002 The Military Savings Order of Operation
This week we discuss why the traditional "Retirement Savings Waterfall" is bogus in the military, since service members aren't even eligible for all the accounts recommended. We simplify the waterfall and describe the...
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001 Unconventional Finance: Savings Tips for Military Personnel
In our first episode we lay out a plan to help you get a jump on building wealth and saving towards a multi-million dollar retirement. We explain why conventional advice don't work, why you should never "max out" your...
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