MOAA's Never Stop Serving Podcast artwork

Military Retirement 101: Getting your Finances in Order w/ Shane Ostrom

MOAA's Never Stop Serving Podcast

English - November 07, 2021 16:00 - 29 minutes - 20.7 MB - ★★★★ - 8 ratings
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Transition or Transformation? However you frame it, it's a change, and change requires planning. Leaving the military after 20 plus years can be exciting but also daunting. One part of the planning phase must include your finances. For many of us, our paychecks have been a given. Every month, twice a month, a check has been deposited on time to our checking accounts. How do you plan for your financial success when there isn't a pay structure? How do you prepare and invest in a 401K, a Roth IRA, or even a rainy day savings stash? 

If you are one of the annual 200,000 transitioning service members and you find yourself wondering what you should be doing to prepare from a financial standpoint. Listen to Olivia Nunn speak with Shane Ostrom, CFP® , the Program Director for Finance at MOAA, on how you can prepare for your military retirement.