Clients, Communication, Financial Counseling and Retirement

Helping veterans and military with financial planning

Nationwide Financial

NOVEMBER 10, 2022

Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Financial veteran benefits. Education Benefits.

Financial Planning

Financial Planning Planning Education Clients

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? SETHI: Yes. From people? SETHI: Yes. I love that.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Helping veterans and military with financial planning

Transcript: Ramit Sethi

Webinars

Stay Connected