Episodes

  • What To Do With Your TSP When You Leave The Military
    May 18 2023

    There are four options you have when it comes to your TSP after you leave the military. Not all these options are equal, and some are just outright bad! In this episode, Garrett discusses what these options are and when you should consider them.

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    18 mins
  • Top 7 Money Questions asked by Veterans
    May 4 2023

    In this episode, Garrett answers 7 of the top money questions that he receives from Veterans. From veteran benefits, maximizing military retirement pay, and protecting yourself financially, Garrett dives into these questions and offers his advice to Veterans.

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    30 mins
  • Your Research Guide with Leeann Schultz and Jim Butler
    Apr 7 2023

    We often talk a lot about doing your own research when it comes to investing and finances. But, that is often easier said than done. I get a lot of questions from people asking where there should start when it comes to doing research for investments, planning, estate, and many other planning aspects. In this episode, we invited Jim Butler, Partner and Director with Marcum Wealth, and Leeann Schultz, Chief Compliance Office for Marcum Wealth, to discuss research and where to begin.

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    38 mins
  • What's Going On With The Banks?
    Mar 15 2023

    In the wake of the Silicon Valley Bank and First Republic Bank collapses, we are diving deep into what occurs when these institutions fail. In this special episode, Garrett discusses the risk involved in the types of investments these banks were holding and the inherent risk that Bank operations can have when dealing with your money. If you have questions about this or other money questions, you can email Garrett directly at garrett.sorensen@marcumwealth.com. 

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    30 mins
  • Legacy Planning 101
    Mar 13 2023

    Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you should consider for your legacy plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    29 mins
  • Retirement Planning 101
    Feb 27 2023

    Retirement is both exciting and scary for a lot of people. For far too many people, it is something that they have not planned on early enough or do not really know what it means to retire. In this episode, Garrett discusses the process for planning for retirement, some of the different types of retirement, and how to help you ensure you are building the right retirement for your financial plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    22 mins
  • Investing 101
    Feb 13 2023

    We are back! After a long break, Garrett is back with a very exciting episode, Investing 101. This is the 4th the episode to the Financial Planning 101 series. We hope you have enjoyed the other episode and will enjoy this one. We are nearing the end of our 101 series and will be back with more interviews, relevant topics, and advice for the Veteran community. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    52 mins
  • Protection Planning 101
    Nov 17 2022

    What is protection planning? It's Garrett's cool way of making insurance seem cooler! In this episode, Garrett discusses some of the differences between certain insurances, when and why you should get insurance, and hopefully some things you haven't thought of to protect yourself.

    Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

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    29 mins