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Konten disediakan oleh Spencer Reese from MilitaryMoneyManual.com. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Spencer Reese from MilitaryMoneyManual.com atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Military Financial Advisors Assocation (MFAA) | How to Find a Good Financial Advisor and When You May Want One with Sean Gillespie, MQFP #109

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Konten disediakan oleh Spencer Reese from MilitaryMoneyManual.com. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Spencer Reese from MilitaryMoneyManual.com atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

What is the MFAA or who is it? How do I find a good financial advisor who has my best interests in mind and understand the uniqueness of military families' finances? When is the right time to see a Cerified Financial Planner?

In this episode with Sean Gillespie from the Military Financial Advisors Association (MFAA). Sean began his second career as a finanical advisor in 2013 after 20 years of active duty Navy service. After practicing solo for 5 years, he partnered up to found Redeployment Wealth Strategies, a fee-only financial planning investment firm that specialized in serving military service members and their families.

In this episode we discuss:

  • What is The Military Financial Advisors Assosiciation (MFAA)?
  • What does MQFP mean? (Military Qualified Financial Planner)
  • What is a fee-only planner?
  • Why is the term “fiduciary” important?
  • When does a more complicated situation drive outside expertise or help?

Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE!

If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com.

If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon at or at shop.militarymoneymanual.com.

I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3.

Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3.

The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

  continue reading

151 episode

Artwork
iconBagikan
 
Manage episode 393986615 series 3457189
Konten disediakan oleh Spencer Reese from MilitaryMoneyManual.com. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Spencer Reese from MilitaryMoneyManual.com atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

What is the MFAA or who is it? How do I find a good financial advisor who has my best interests in mind and understand the uniqueness of military families' finances? When is the right time to see a Cerified Financial Planner?

In this episode with Sean Gillespie from the Military Financial Advisors Association (MFAA). Sean began his second career as a finanical advisor in 2013 after 20 years of active duty Navy service. After practicing solo for 5 years, he partnered up to found Redeployment Wealth Strategies, a fee-only financial planning investment firm that specialized in serving military service members and their families.

In this episode we discuss:

  • What is The Military Financial Advisors Assosiciation (MFAA)?
  • What does MQFP mean? (Military Qualified Financial Planner)
  • What is a fee-only planner?
  • Why is the term “fiduciary” important?
  • When does a more complicated situation drive outside expertise or help?

Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE!

If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com.

If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon at or at shop.militarymoneymanual.com.

I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3.

Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3.

The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

  continue reading

151 episode

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