MILMO Show

When You Want to Become a Financial Planner After the Military


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Figuring out what you want to be after you retire or separate from the military is a big decision. Or figuring out a career that works well with military life can be a challenge for spouses. If you’re going to work as a financial professional, there’s a lot to do and know before starting that career path. 

Certified Financial Planners and military veterans Forrest Baumhover and Daniel Kopp are on the show to share advice on the steps you should take if you’re interested in becoming a financial planner. I know I’m biased since it’s my show, but this episode is a resource I had before starting my path as a financial professional. 

Forrest and Daniel are the creators and hosts of the Military to Financial Planner podcast. A podcast where they share their unique perspectives and career transition advice to help others build a post-military life and career as a financial planner. 

Forrest and Daniel break down what you should know and do before getting started as a financial planner. 

The show notes can be found here: https://laceylangford.com/podcast/becoming-a-financial-planner-after-the-military

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MILMO ShowBy Lacey Langford

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