Assets, Financial Advice and Financial Counseling

Helping veterans and military with financial planning

Nationwide Financial

NOVEMBER 10, 2022

According to the SEC, the difference in advice for investing as a veteran vs investing as a civilian is that “affinity” frauds, or frauds targeting specific groups, can happen to military members 11. As previously discussed, veteran and military clients need to be aware of scams and know how to protect themselves and their assets.

Financial Planning

Financial Planning Planning Education Clients

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. Have I managed my asset allocation and my investment fees? You could do it.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Helping veterans and military with financial planning

Transcript: Ramit Sethi

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