The Veteran Finance Podcast

By Erik Baskin, CFP®, CEPA®, MBA

The Veteran Finance Podcast delivers actionable weekly financial planning strategies to help Veterans optimize their money to build purpose past the 9-5. Host Erik Baskin, CFP®, CEPA®, MBA is an Air F... more

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FAQs about The Veteran Finance Podcast:

How many episodes does The Veteran Finance Podcast have?

The podcast currently has 72 episodes available.

The Veteran Finance Podcast episodes:

April 03, 2024How the NAR Settlement Will Change Veteran Homebuying l E32
In this episode, I discuss the recent $418 Million settlement by the National Association of Realtors (NAR) and it's impact on your personal financial planning situation.

Time Stamps:
00:00-01:40: Intro to the Settlement

01:40-02:25: Background on the Settlement

02:25-07:39: The Changes Coming

07:39-11:56: Financial Planning Impacts and Wrap Up

www.baskinfp.com/post/32-financial-planning-implications-of-the-nar-settlement-on-realtor-commissions

Resources:
NAR Wants VA to Change Regulations

NAR Settlement

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
12min
March 27, 2024Building a 7 Figure Real Estate Business with Private Lender Money with Jason Lee from Murphy Home Buyers l E31
In this episode, I talk with 2018 USAFA Graduate and Air Force Veteran Business Owner Jason Lee from Murphy Home Buyers. Jason and I discuss his journey to and passion for entrepreneurship, how Murphy plans to buy 12 homes a month this year, and what Jason sees as the future for the business.

Time Stamps:
00:00-06:42: Intro to Jason

06:42-14:10: What Jason Does at Murphy Home Buyers

14:10-20:36: How Interest Rates Affect Business and How Jason Finds Private Properties

20:36-26:12: How Jason Offers Return to Private Money Lenders

26:12-29:20: The Structure and Future Vision of Murphy Home Buyers

29:20-33:33: Why Jason chose the path of Entrepreneurship

33:33-35:12: Jason's Biggest Challenges Early On

35:12-38:27: Jason's Advice for Aspiring Entrepreneurs and Wrap Up

www.baskinfp.com/post/31-building-an-off-market-real-estate-business-with-jason-lee-from-murphy-home-buyers

Resources:
Jason’s LinkTree

Jason’s Instagram

Jason’s LinkedIn

Email Jason

Alamo City Investing Show

Murphy Home Buyers

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
39min
March 20, 2024Optimizing Tax Withholdings to Minimize Tax Time Surprises l E30
In this episode, I discuss how to use your paystubs to optimize your tax withholdings to ensure you have proper cash flow throughout the year and aren't in for any surprises come tax time.

Time Stamps:
00:00-02:37: Intro

02:37-05:50: An Example

05:50-09:27: Why Would Withholdings Be Off?

09:27-13:51: The Impacts of Good Tax Planning

13:51-15:50: Wrap Up

www.baskinfp.com/post/30-optimizing-tax-withholdings-to-minimize-tax-time-surprises

Resources:
2023 TurboTax Calculator

TurboTax W-4 Estimator

IRS Guidance on Estimated Tax Payments

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
16min
March 13, 2024When Should Veterans STOP Saving for Retirement l E29
In this episode, I walk through why sometimes it make make sense to slow down or stop saving for "retirement" entirely. I walk through an example using numbers and tools to show why having too much money someday can be a problem and is not optimal for most families.

Time Stamps:
00:00-01:51: Intro

01:51—05:40: Situations When This Makes sense

05:40-09:33: An Example Scenario

09:33-12:29: Incorporating Potential Estate Taxes Into Retirement Savings

12:29-14:45: Wrap Up
www.baskinfp.com/post/29-when-it-makes-sense-to-stop-saving-for-retirement

---
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
15min
March 06, 2024Podcasting is the New Business Card with Martin Foster l E28
In this episode, I talk with Martin Foster, host of Passing the Torch on how launching a podcast while on active duty has become an integral part of his personal development and sees it as a critical investment in himself.

Time Stamps:
00:00-02:36 Intro

02:36-11:07: How Martin Became a Podcaster

11:07-16:42: How He got Dr. Benjamin Hardy on his Podcast

16:42-23:54: How Martin Balances His Podcast While on Active Duty

23:54-29:48: Why Martin sees Podcasting as in Investment in Himself

29:48-34:23: How Reading is an Investment in YOU

34:23-37:06: Wrap Up and Martin on Dreaming

Resources:
Martin’s LinkedIn

Passing the Torch

Martin’s Interview with Vietnam War POW Lee Ellis

Cal Newport’s Time Block Planner

For the Zoomies Podcast

Leading with Honor by Ellis

Culture Code by Daniel Coyle

Moneyball by Michael Lewis

The Pursuit of Excellence by Ryan Hawk

The Great Gatsby by F. Scott Fitzgerald
www.baskinfp.com/post/28-podcasting-as-personal-investment-with-martin-foster
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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
38min
February 28, 2024Solo 401k vs SEP IRA: How Vetreprenuers Can Save for Retirement and Save on Taxes l E27
In this episode, I talk about the pros and cons of the main retirement account options for small business owners to setup to save on tax and diversify away from their business whether they have a small side hustle or are full time business owners.
Time Stamps:
00:00-01:25: Introduction

02:43-04:50 SEP IRA

04:50-07:30 Solo 401 (k)

7:30-8:56 401 (k)

8:56-10:16 Cash Balance Pension Plan

10:16-12:40 Conclusion
Resources:
Solo 401(k)

SEP IRA

401(k)

Cash Balance Pension Plan
https://www.baskinfp.com/post/27-retirement-accounts-for-small-business-owners
---
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
13min
February 14, 2024Why You Should Want to Invest at All Time Highs l E26
In this episode, I use historical data to discuss why it is so important to continue consistent, disciplined investment with markets at all time highs and why market timing is not likely to be a profitable strategy over the long term.

Time Stamps:
00:00-01:25: Introduction

01:25-05:23 The Data on All Time Highs

05:23-08:06 Conclusion

Resources:
Wealth of Common Sense Data

Dimensional Fund Advisors Data

www.baskinfp.com/post/26-why-you-should-want-to-invest-at-all-time-highs
---
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
9min
January 31, 2024Top Finance Tips for Cadets from For the Zoomies with Andrew Cormier Guest Appearance l E25
In this episode, we revisit a guest appearance I had on Andrew Cormier's Podcast called For the Zoomies. Andrew and I talk about finance, business, entrepreneurship and how these areas relate to cadets military members, and veterans.

Time Stamps:
00:00-06:05: Introduction

06:05-09:56 Common cadet financial pitfalls

09:56-13:12 Why is whole life insurance bad?

13:12-18:10 Why are payday loans bad?

18:10-21:12 How to notice pyramid schemes

21:12-22:26 Should you sports bet?

22:26-28:45 4% Rule of thumb

28:45-33:24 S&P 500 vs. S&Me 500

33:24-41:08 Smart uses of the cadet loan

41:08-50:34 Thoughts on entrepreneurship

50:34-53:36 Advice for cadets and Conclusion
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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
54min
January 17, 2024How Do I Know if I Am Saving Enough? l E24
In this episode, I talk about how to calculate and assess your savings rate and some things to think about when deciding whether this is a healthy rate for your family.
Time Stamps:
00:00-04:16: Intro and Definition of Savings Rate

04:16-5:50: Is There Such Thing as Too High of a Savings Rate?

5:50-8:39: What Stops People from Saving More?

8:39-10:50: Considerations When Reviewing Your Savings Rate

10:50-13:08: Conclusion

www.baskinfp.com/post/24-savings-rate
---
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
14min
December 13, 2023Minimalism and Veteran Entrepreneurship with Steven Leapley l E23
In this episode, I talk with Steven Leapley, an executive ghostwriter and veteran entrepreneur about his path into entrepreneurship and how that has coincided with his passion for living a minimalist lifestyle.
‍
Time Stamps:
00:00-7:57: Intro to Steven

7:57-19:01: How Steven Got into Ghostwriting

19:01-31:14: Minimalism and Entrepreneurship

31:14-36:10: Steven’s Advice for His Younger Self

36:10-37:54: Conclusion

www.baskinfp.com/post/23-minimalism-and-veteran-entrepreneurship-with-steven-leapley

Resources:
Steven’s LinkedIn

Leapley Enterprises
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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
...more
38min

FAQs about The Veteran Finance Podcast:

How many episodes does The Veteran Finance Podcast have?

The podcast currently has 72 episodes available.