On today’s episode I interviewed Mark, who was a Combat Engineer and is now a Certified Financial Planner. We dive deep into finances, how to get into the finance industry and some real actionable things you can do to financially prepare for your transition out of the military. If you’re even a little worried about finances when getting out of the military, you've found the right place. Some of the topics we discussed:

• How to become a CFP or CFA
• Why to move your TSP into an IRA
• Optimal emergency fund
• The best post military Life Insurance
• Maximizing your VA Home Loan
• 60/20/20 rule
• "Roth-izing" your accounts!

My website is live! Tapinwithtako.com. I’ll be adding some additional content on there so go and check it out!

Mark's LinkedIn

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Episode Music, Episode Artwork