Operation: Veteran Finance

By: Garrett Sorensen MBA CFPⓇ
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  • Summary

  • Operation: Veteran Finance is an education-based podcast to help you accomplish your money mission. OVF is hosted by Army Veteran and CERTIFIED FINANCIAL PLANNING™ professional Garrett N. Sorensen. For questions or if you would like to be a guest on the show, be sure to check out our website www.OperationVeteranFinance.org. Thanks for listening!
    © 2023 Operation: Veteran Finance
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Economics Personal Finance
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Episodes
  • What To Do With Your TSP When You Leave The Military

    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

    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

    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

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