Clients, Financial Advice, Financial Counseling and Planning

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. Helping your clients navigate these opportunities can be challenging, but the VA. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider.

Financial Planning

Financial Planning Planning Education Clients

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: That’s more counseling than it is financial advice. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. And they said, you should take some time. SETHI: Yes.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Helping veterans and military with financial planning

Transcript: Ramit Sethi

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