Becoming a Financial Planner After the Military

Becoming a Financial Planner After the Military

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.

Thank You!

The Military Money Show is supported by Navy Federal Credit Union. You probably know, buying a car or a truck is a big purchase. Before you buy, there are lots of things to consider, like down payments, interest rates, and your payment schedule. Navy Federal makes it simple for members with their fast and easy auto loan process. To learn more visit

Becoming a Financial Planner After the Military Details

  • When You Want to The transition from military to a financial professional
  • The focus of their upcoming podcast
  • First steps veterans can make becoming a financial planner
  • How to find your niche
  • Understanding various positions in the financial planning world
  • Common mistakes when making the transition to a financial planner
  • Starting your own business versus working for someone else
Related: Mapping Out a Plan for Your Pension and Benefits

Resources for Becoming a Financial Planner After the Military

Related: Is More Education the Answer?

Got Money Questions?

Get them answered on the show. Submit your questions here.

Thank You for the Podcast Reviews!

I appreciate your review of the Military Money Show on iTunes, Google Play, iHeart Radio, and Stitcher. It helps me make the podcast better and better. Plus, it helps other people find me.


If you want to “kickstart” your finances in the military, you can get access to my free Financial Kickstart Kit here.