Operation: Veteran Finance
61 FOLLOWERS
Operation: Veteran Finance is an education-based podcast to help you accomplish your money mission. OVF is hosted by Army Veteran and CERTIFIED FINANCIAL PLANNING professional Garrett N. Sorensen.
Operation: Veteran Finance
11M ago
There are four options you have when it comes to your TSP after you leave the military. Not all these options are equal, and some are just outright bad! In this episode, Garrett discusses what these options are and when you should consider them.
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission ..read more
Operation: Veteran Finance
11M ago
In this episode, Garrett answers 7 of the top money questions that he receives from Veterans. From veteran benefits, maximizing military retirement pay, and protecting yourself financially, Garrett dives into these questions and offers his advice to Veterans.
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their fina ..read more
Operation: Veteran Finance
1y ago
In the wake of the Silicon Valley Bank and First Republic Bank collapses, we are diving deep into what occurs when these institutions fail. In this special episode, Garrett discusses the risk involved in the types of investments these banks were holding and the inherent risk that Bank operations can have when dealing with your money. If you have questions about this or other money questions, you can email Garrett directly at garrett.sorensen@marcumwealth.com.
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog ..read more
Operation: Veteran Finance
1y ago
Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you should consider for your legacy plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for ..read more
Operation: Veteran Finance
1y ago
Retirement is both exciting and scary for a lot of people. For far too many people, it is something that they have not planned on early enough or do not really know what it means to retire. In this episode, Garrett discusses the process for planning for retirement, some of the different types of retirement, and how to help you ensure you are building the right retirement for your financial plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the ..read more
Operation: Veteran Finance
1y ago
We are back! After a long break, Garrett is back with a very exciting episode, Investing 101. This is the 4th the episode to the Financial Planning 101 series. We hope you have enjoyed the other episode and will enjoy this one. We are nearing the end of our 101 series and will be back with more interviews, relevant topics, and advice for the Veteran community. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts ..read more
Operation: Veteran Finance
1y ago
What is protection planning? It's Garrett's cool way of making insurance seem cooler! In this episode, Garrett discusses some of the differences between certain insurances, when and why you should get insurance, and hopefully some things you haven't thought of to protect yourself.
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans ..read more
Operation: Veteran Finance
1y ago
Garrett is back with episode 2 of the financial planning 101 series. Budgeting and saving is the next block in creating your financial plan. Without these two essential pieces, most of the technical analysis in the plan will not be accurate. In this episode, Garrett discusses what type of budget you should use and how you should be saving.
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes an ..read more
Operation: Veteran Finance
1y ago
What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with your investment planning strategies.
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sig ..read more
Operation: Veteran Finance
1y ago
With the volatility in the market and inflation breaking 40 year highs, there is more and more talk of a pending recession. In this episode, Garrett breaks down how we define a recession, what it might mean for you, and what you can do when a recession comes.
Please be sure to check out our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements.
Disclosures ..read more