Summary

In this conversation, Amy interviews Mike, exploring his background, military career, transition to civilian life, and journey into financial planning. Mike shares insights on his experiences in the Air Force, the challenges of transitioning to a new career, and the importance of financial education, particularly for military families. He emphasizes the significance of planning over investing and offers advice for those looking to enter the financial planning field. Mike also discusses his firm, which focuses on serving military personnel and their families, particularly in college planning.

Chapters

00:00 Getting to Know Mike

06:26 Transitioning from Military to Civilian Life

12:14 Advice for Aspiring Financial Planners

Takeaways

• Mike grew up in Pennsylvania and attended RIT for computer engineering.

• He had a successful military career in communications and cyber.

• Mike led the notification process for a major data breach affecting millions.

• Transitioning from military to civilian life can be challenging but manageable.

• It's important to take the pressure off when choosing a new home after retirement.

• Starting a financial planning career requires thorough research and preparation.

• Mike emphasizes the importance of financial planning over just investing.

• He focuses on helping military families with college planning.

• Education and awareness are key in financial decision-making.

• Mike enjoys writing and sharing financial knowledge through newsletters.

  
  

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.