Military to Financial Planner Podcast
1) Taking Steps Back to Move Forward: Exploring Career Shifts with Clayton Quamme
I'm thrilled to welcome Clayton Quamme to today's episode of Military to Financial Planner! Clayton shares his fascinating career journey, starting with an unexpected gift—a personal finance book from...Show More
2) PME Book Club—Advice That Sticks: Why Good Advice Isn’t Enough
Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book C...Show More
3) From Personal Passion to Financial Empowerment Across a Military Life with Kate Horrell
I was thrilled to have my longtime friend and colleague Kate Horrell join me on the podcast. We’ve known each other for years—through mastermind groups and the broader military financial community—and...Show More
4) Exploring Financial Therapy and Beyond the Plan with Ashley Quamme
In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I’ve admired for a long time, and...Show More
5) Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working w...Show More
6) Journey from FIRE to Financial Planning Focused on Real Estate with Dan Huffman
I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His focus is on working with those in the real estate communit...Show More
7) Military Personal Finance Content Creation and SEO 101 with Ryan Guina
I’m excited to welcome Ryan Guina on the podcast today. He is the founder of the Military Wallet, one of the longest running and most respected personal finance websites focused on the military audien...Show More
8) Overcoming Barriers and All the Firsts of Financial Planning with Valerie Rivera
I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no judgement financial advice for First Gen wealth builders in thei...Show More
9) 14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon
I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more...Show More
10) MQFP Live Exam Prep Course at MilMoneyCon25
In this short bonus episode, Paul Allen rejoins us to share the exciting news about the MQFP live exam prep course coming up at MilMoneyCon25. We chat through what that looks like, what you can expect...Show More