Military Retirement Blueprint by US VetWealth

Navigating a Career Transition: Insights from Blue Water Advisors and Retired Navy SEALs


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Navigating a Career Transition: Insights from Blue Water Advisors and Retired Navy SEALs

In this episode of 'Take a Knee Tuesday', host Scott welcomes back Captain (Ret.) Mike Wallace and special guest Jake Johnson, a retired Navy SEAL and Blue Water participant. The discussion delves into career transitions, particularly from military service to the financial industry. Jake shares his journey, highlighting the hurdles and learning points, while Scott and Mike offer valuable insights for those considering similar paths. The session also touches on the importance of networking, the financial industry's attrition rates, and the benefits of having a backup plan. Additionally, Scott teases his new book on Thrift Savings Plan strategies for military members. Don't miss this deep dive into career strategies and personal experiences!

00:00 Welcome and Introductions

00:43 Holiday Wishes and Introductions

01:02 Jake Johnson's Journey to Financial Services

01:57 Insights into the Financial Industry

03:39 Jake's Experience and Networking

05:52 Challenges in the Financial Industry

07:31 Compensation and Sales in Financial Services

11:32 Networking and Building a Client Base

21:46 Economic Impact on Financial Careers

29:02 Scott's Financial Planning Insights

39:03 Final Thoughts and Farewells



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Military Retirement Blueprint by US VetWealthBy A military retiree's blueprint to maximize your retirement pay.