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Listen "Episode 32 - Getting To Know Mike"
Episode Synopsis
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.
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.
More episodes of the podcast Operation Retirement Readiness
Episode 39 - Hiatus Announcement
07/07/2025
Episode 37 - 529 Day
29/05/2025
Episode 36 - Getting to 70
15/05/2025
Episode 35 - VA Home Loans
01/05/2025
Episode 34 - Medicare/ TRICARE for Life
17/04/2025
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