4.8 • 5K Ratings
🗓️ 15 April 2024
⏱️ 62 minutes
🧾️ Download transcript
In this episode: survivor benefit plans, VA benefits, VSO's disability benefits, tax planning, healthcare, and blended retirement systems.
This week we are joined by Daniel Kopp, founder of Wise Stewardship Financial Planning, to outline ways you can best prepare for military retirement. Together we cover pensions, navigating the Survivor Benefit Plan and additional benefits, healthcare and disability resources, as well as other financial decisions you can consider as you begin to transition out of the military. When dealing with any kind of retirement planning, taking actionable steps to prepare and get a plan in place for you and your family is essential. While everyone's circumstances may be different as they transition out of the military, there are many resources available and benefit programs you are entitled to before and after you leave duty!
Daniel Kopp, CFP
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0:00.0 | Hello and welcome to choose a fight today on the show we have a really interesting |
0:03.9 | episode we're calling this military five two or one this is essentially for |
0:09.4 | the many members of our community and last time we did a survey of somewhere between 10 |
0:14.2 | and 15 percent of the financial independence community is either current |
0:18.7 | military or former and I suspect when we take family members into account it swells too significantly more than that. |
0:25.2 | So we are trying to make a series of episodes about military FI and I think this one in particular |
0:31.6 | is going to be especially meaningful. |
0:33.6 | So this is for essentially people approaching military retirement, |
0:37.5 | people who have made the decision, |
0:39.2 | I'm going to stick this out and they are going to get a military retirement, what are the considerations? |
0:45.2 | What's everything they need to consider from A to Z? |
0:48.8 | And we have someone on the podcast to help us with this who is just an absolute expert. |
0:53.2 | Daniel Kopp is a fee-only fiduciary financial planner, |
0:56.5 | CFP and the founder of wise stewardship financial planning, |
0:59.8 | where he helps young widows and widowers as well as service members get their financial lives in order |
1:05.2 | by aligning their money with their values. And our good friend military dollar |
1:10.2 | introduced me to Daniel and said he is the perfect person to help with this and I |
1:15.0 | think this is going to be really impactful so with that welcome to choose |
1:18.6 | a fine. Daniel, my friend, thank you for joining me. This is going to be fun. |
1:29.2 | Oh, I'm so excited, Brad, as a person who's been a part of feeling like this choose I five family for a long time |
1:35.2 | it's really full of circle to come and be a guest on the podcast when I was one not that long ago |
1:40.4 | Back in the early days of the show someone who was trying to figure out my own |
... |
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