Summary

In this episode, Mike interviews Amy, exploring her journey from a military career to becoming a financial advisor. They discuss her background, the transition from military to civilian life, and the establishment of her firm, Instar Financial Planning. Amy shares insights on the importance of planning for transitions, her philosophy on financial advising, and advice for those considering a similar path.

Chapters

00:00 Introduction to Personal Backgrounds

04:57 Military Career and Unique Experiences

12:45 Discovering a Passion for Financial Planning

19:16 Instar Financial Planning: Focus and Philosophy

25:43 Closing Thoughts on Financial Advisory

Takeaways

• Amy's background in environmental science led her to a military career.

• She transitioned to finance after realizing the impact of financial planning.

• The importance of planning for transitions in life and career.

• Amy emphasizes the need for military members in the financial advising space.

• Her firm, Instar, focuses on serving military members and veterans.

• She believes in comprehensive financial planning over piecemeal advice.

• Networking and asking for help are crucial during career transitions.

• Amy's experience in a large corporation shaped her approach to client service.

• She values the servant hearts found in military and federal civilian roles.

• Trust and rapport with clients are essential for effective advising.

  
  

Operation Retirement Readiness: www.operationretirementreadiness.com

Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/

Schedule a consultation with Amy: https://www.instarfp.com/contact

Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.