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There's a VA benefit available to eligible SGLI and VGLI survivors that almost no one seems to know about. It's the Beneficiary Financial Counseling Service. It gives free financial planning during one of the hardest times a military family can face, yet too many people miss it entirely.
In this episode, Certified Financial Planner Brian O'Neill and I, are talking about what this benefit is, who it's for, where the process is breaking down, and why better awareness could help protect survivors from costly mistakes and predatory financial products.
Brian is a retired Air Force Colonel, former F-16 and F-35 pilot, and founder of Winged Wealth Management and Financial Planning. He has worked directly with this program for years, helping survivors navigate major financial decisions. Today, he's sharing what families need to know and how we can help spread the word.
For more information, visit the full show notes at https://milmo.co/podcast/beneficiary-financial-counseling-service
For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook
By Lacey Langford4.8
6161 ratings
There's a VA benefit available to eligible SGLI and VGLI survivors that almost no one seems to know about. It's the Beneficiary Financial Counseling Service. It gives free financial planning during one of the hardest times a military family can face, yet too many people miss it entirely.
In this episode, Certified Financial Planner Brian O'Neill and I, are talking about what this benefit is, who it's for, where the process is breaking down, and why better awareness could help protect survivors from costly mistakes and predatory financial products.
Brian is a retired Air Force Colonel, former F-16 and F-35 pilot, and founder of Winged Wealth Management and Financial Planning. He has worked directly with this program for years, helping survivors navigate major financial decisions. Today, he's sharing what families need to know and how we can help spread the word.
For more information, visit the full show notes at https://milmo.co/podcast/beneficiary-financial-counseling-service
For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook
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