In this insightful conversation, Vanessa Alanis shares her experiences as a military spouse and financial planner, discussing the emotional and financial challenges of transitioning from military life. She emphasizes the

In this conversation, Omen Quelvog from Formynder Wealth Management discusses the Thrift Savings Plan (TSP) and its various investment options, including core funds and lifecycle funds. The discussion covers the

This conversation explores the transition from military service to federal employment, focusing on the benefits, complexities, and considerations involved. Amy shares insights on military and federal benefits coordination, buyback options

Mike and Amy speak with Tracy Crawford, a realtor in Jacksonville, Florida, who shares her journey from being an Army nurse to a real estate professional. Tracy discusses the importance

Amy and Mike welcome back Paul Allen from PimTax to discuss the One Big Beautiful Bill Act (OBBA) and its implications for military families and retirees. They explore various tax

Season 2 Episode 6 - “What Should I Do With My TSP?” In this episode, Mike and Amy discuss the options available for managing your Thrift Savings Plan (TSP) after

In this episode, Mike and Amy discuss military transition support with Alan Nelson, a retired Navy commander and financial planner. Alan shares his personal transition journey, the challenges faced, and

Mike and Amy discuss into the significant changes brought about by the One Big Beautiful Bill Act, particularly focusing on student loans, FAFSA, Pell Grants, and the implications for families

Description In this conversation, Jeremy Vidmar, an insurance broker, discusses the various insurance options available to military service members transitioning to civilian life. He emphasizes the importance of understanding life

Summary In this conversation, Brian Willingham, an expert in VA home loans and Streamline refinancing, discusses the benefits and intricacies of VA loans compared to conventional and FHA loans.

Summary In this conversation, Mike Hunsberger and Amy discuss college finances specifically for military families with expert Kate Horrell. They explore the intricacies of the GI Bill, the importance

In honor of National 529 Day, Mike and Amy discuss the importance of college savings, particularly through 529 plans. They explore various aspects of education funding, including the impact

Summary In this podcast episode, Mike Hunsberger and Amy discuss the unique aspects of retirement planning for military retirees, focusing on the importance of understanding pensions, social security timing,

Mike and Amy dive into the VA Home Loan Guarantee, a significant benefit for veterans and active military members. They discuss the eligibility criteria, application process, advantages, and costs

In this conversation, Amy and Mike discuss the complexities of healthcare options available to military retirees. They explore various TRICARE plans, including TRICARE for Life and TRICARE Reserve Retiree, and

This conversation delves into the complexities of military healthcare, focusing on TRICARE options available to active duty and reserve members, as well as their families. The discussion covers TRICARE Prime,

Summary In this conversation, Amy interviews Mike, exploring his background, military career, transition to civilian life, and journey into financial planning. Mike shares insights on his experiences in the Air

Summary This conversation provides an in-depth overview of the new Flexible Spending Account (FSA) program being introduced by the Department of Defense (DOD) for military service members. The hosts discuss

Summary In this episode, Mike interviews Amy, exploring her journey from a military career to becoming a financial advisor. They discuss her background, the transition from military to civilian

Summary In this podcast episode, Paul Allen from PIM Tax Services shares his journey into the tax preparation business, focusing on the unique tax needs of military families. He