Sheepdog Financial
41 episodes - English - Latest episode: about 4 years ago - ★★★★★ - 4 ratingsThis podcast will focus on the military specific financial issues faced by military members. It provides useful information and actions to improve your finances.
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Episodes
40. Work Wonders Careers with Jenn Walker Wall
April 01, 2020 07:00 - 32 minutes - 30.5 MBMany former military people need to find jobs when they get out. This can be a daunting task that can make the transition period even more stressful. I have a career expert on the show today who’s going to share some top tips and advice to make this period easier. Jen Walker Wall began working in a hiring capacity. This led to her seeing a lot of resumes and noticing what was being done right and not being done right. She started consulting and became an interview and resume expert. Event...
39. Freedom Service Dogs with Ailbe Astor
March 25, 2020 07:00 - 42 minutes - 39.5 MBAilbe Astor is the Veteran Services Coordinator at Freedom Service Dogs of America. FSD helps veterans and active-duty military find new levels of confidence and independence with these specially trained dogs. Ailbe went into the Marine Corps right out of high school. Even when he got out, he continued to work with veterans and be around veterans, so he never really had a tough transition period. He is so passionate about matching these wonderful dogs with vets who can benefit from them. ...
38. Mindfulness For Warriors with Kim Colegrove
March 18, 2020 07:00 - 24 minutes - 23.1 MBKim Colgrove is here to talk about her mission of helping first responders and veterans find a way to manage their emotions, stress, and trauma. These people are under a huge amount of stress and trauma. Kim knows this all too well after her husband took his own life after 30 years of being in law enforcement. After the loss of her husband, Kim went on a journey of discovery about stress and trauma. She wanted a way to help first responders manage their stress and improve their emotional hea...
37. Moving With The Military with Maria Reed
March 11, 2020 07:00 - 32 minutes - 30.4 MBMaria Reed has been a military spouse for 17 years. Prior to that she was in the television industry. She was a director and a producer before meeting her husband. Military families have to move a lot, and there is a lot of work involved and a lot of uncertainty. Deployment is another big issue for military families when one spouse is left at home to take care of everything by themselves. One Christmas, Maria was watching home improvement shows on TV. She thought that something seemed...
36. Making Good Financial Cents with Jeff Rose
March 04, 2020 08:00 - 28 minutes - 26.4 MBJeff Rose was in the National Guard for nine years. He also was deployed to Baghdad during Operation Iraqi Freedom. He was also a financial planner for 16 years, before he struck out on his own with his Good Financial Cents blog. He also has a YouTube channel called Wealth Hacker Labs. He is also a Certified Financial Planner, the CEO of his own wealth management firm, and he wrote a best-selling book on personal finance. He is fortunate to share wealth building advice online, although ...
35. Recruitment Marketing with Ryan Brandt from Viqtory
February 26, 2020 08:00 - 42 minutes - 39.5 MBRyan Brandt is a former marine who served two tours in Afghanistan. He is now a business development executive for Viqtory a company that focuses on recruitment marketing. We all know that transitioning out of the military can be a challenging time. The more planning done in advance when it comes to marketing your skills, getting the right mindset, and getting your finances in order the easier the transition will be. We talk about this, and Ryan shares struggles that he and his fellow mil...
34. From Military to Millionaire with David Pere
February 12, 2020 08:00 - 38 minutes - 35.3 MBTransitioning from the military can be a huge change for people who have served. Their whole life can be turned upside down, and they can even discover a loss of identity that was tied to their military life. David Pere says the solution for this is to have a purpose and a plan before you leave. David has been in the military since 2008, and he still serves. After reading Rich Dad Poor Dad, he started taking an active role with his finances and cut spending, started saving, and investing in...
33. Women of the Military with Amanda Huffman
February 05, 2020 08:00 - 26 minutes - 24.4 MBAmanda Huffman served in the Air Force for six years as a civil engineer. She got married and was expecting a baby when she decided to transition to civilian life. The transition was harder than she thought it would be as she discovered her identity was tied to the military. She didn’t really feel like she fit in with veteran groups or training programs, because she was a woman and wasn’t looking for career opportunities. She was going to stay at home with her baby and identified more with m...
32. The Veterans Project with Tim Kolczak
January 29, 2020 08:00 - 41 minutes - 38.8 MBTim K. is the founder of The Veterans Project which is an online journal that profiles the experiences of veterans. He is the host of The Veterans Project podcast and he also started The Caregiver Project. Tim shares how he grew up with a proud military tradition. His father suggested he do the honorable thing when Tim was looking for ways to pay for college. Tim decided to enlist and be a cook. He finished high school, went to basic training, and started college. Tim was in for the surprise...
31. The Transition Manual with Janis Bruns
January 22, 2020 08:00 - 43 minutes - 40.4 MBJanis Bruns is a retired Special Forces Officer. He served in the military in Latvia for 13 Years. He was also deployed in Afghanistan and Africa. He trained in Germany and was a Special Forces Instructor. His military career had been going well, yet he felt some areas in his life were lacking. He was also influenced by his mother who cured herself from cancer and went on a journey of self-discovery. After taking a good hard look at his life, he decided to make the transition from militar...
30. Financial Independence with Doug Nordman
January 15, 2020 08:00 - 45 minutes - 42.5 MBDoug Nordman was a submariner in the Navy. He has been retired for over 17 years and has been living a life of financial independence since 2002. He also spends as much time as possible traveling around the world. He and his family will often take trips that revolve around visiting family or going to conferences like FinCon or FI Chautauqua which is based on interesting conversations with interesting people in interesting places. He is also a financial blogger, author, and podcaster. His ...
29. Kids Get Rich with George & Gina Plytas
January 08, 2020 08:00 - 35 minutes - 32.7 MBHaving a grasp on financial literacy can make a huge difference in a young person’s life. Yet many young people don’t even start saving until they are in their mid 30s. George and Gina Plytas are a couple who have worked in the financial industry for years. They even did a stint in collections and saw first hand how devastating it can be to not have a grasp on one’s finances. They knew that they not only wanted to educate themselves, but they also wanted to educate their children about fi...
28. Taxes and Financial Independence with Riley Adams
January 01, 2020 08:00 - 41 minutes - 38.2 MBRiley Adams is here to talk about financial independence and taxes. After all, we are nearing that time of year again. We all know that taxes are something that need to be planned for in advance instead of waiting until it’s time to file. Riley has a master’s degree in applied economics, he is a CPA, and he works at Google. He also runs the website Young and the Invested. This is a place for young professionals to learn about financial independence and entrepreneurship. Riley and his wife ...
27. From Sailor to Student to Author with Tony Elion
December 25, 2019 08:00 - 41 minutes - 38.2 MBTony Elion made $300,000 in 13 months by investing in the stock market. He has a unique story that highlights the benefits of being in the military, formal education, self education, and taking smart risks. Tony went to college and graduated, but he didn’t really know what he wanted to do, and he was facing a tough recessionary job market. He learned to speak spanish, play the guitar, and take siestas, in Spain before coming back to the US and joining the Navy. He had a seven month gap be...
26. Tending Your Portfolio with David Stein of Money For the Rest of Us
December 19, 2019 00:42 - 47 minutes - 44.3 MBDavid Stein is the host of the Money For the Rest of Us podcast and the author of Money for the Rest of Us: 10 Questions to Master Successful Investing. David was an institutional investment advisor who managed money for endowments, foundations, and financial planners. Eventually, he knew that he wanted to branch out on his own, and he started Money For the Rest of Us. According to David, his new book distills the financial information that he has been talking about for the last 20 years...
25. Navigating the College Admissions Process with Brooke Daly and Lindsey Ringenbach
December 18, 2019 08:00 - 37 minutes - 34.9 MBCollege can be one of the most important choices that a young person makes. Yet, it’s getting more and more difficult to navigate the admissions process and all of the financial choices that come along with it. A large percentage of students don’t even know what they want to do or what their interests really are. Contributing to the issue is that high school counselors don’t have the time and resources to really help with an individualized plan for most students. The answer to these issue...
24. Jobs for Military Spouses Through the Travel Industry with Ashley Metesh-McCoy
December 11, 2019 08:00 - 34 minutes - 31.5 MBAccording to today’s guest, unemployment for military spouses is six to seven times higher than it is for the general population. This makes sense considering that military families move frequently. Starting over and finding a new job can be a challenge. Today’s guest experienced this herself. Ashley Metesh-McCoy was raised in the military and was used to the moves. She also served for about ten years. In this time, she met her husband, and now she is a military spouse and a veteran. Afte...
23. Living Young and Scrappy with Michelle Waymire
December 04, 2019 08:00 - 32 minutes - 30.3 MBThe sooner you start getting informed about your finances and actively planning your earning, spending and investing the more wealth you can accumulate. I have Michelle Waymire on the show today. Michelle is a Certified Financial Planner and the creator of Young & Scrappy a specialty practice geared towards investing for younger people. She is also the host of the Young & Scrappy Money podcast a weekly podcast featuring tips and tricks to take control of your finances. Michelle takes a un...
22. Changing How You Think About Money and Retiring Before Mom and Dad with Rob Berger
November 27, 2019 08:00 - 50 minutes - 47 MBRob Berger is a personal finance expert, Forbes Deputy Editor, and author who is here today to talk about his new book and give us solid advice about finances and retirement. Rob practiced law for 25 years but instead of living the big law firm lifestyle, he wanted to focus on getting out of debt and financial freedom. He started a personal finance blog in 2007 along with a subsequent podcast. He was able to sell both and retire from his law career. After years of running a finance blog a...
21. Discovering I Am the Possible with Treveal C.W. Lynch
November 21, 2019 06:18 - 42 minutes - 38.9 MBTreveal C.W. Lynch is a certified personal trainer, ordained minister, mentor, motivational speaker and author. He is the founder of iamthepossible®, a company built on the philosophy that “everything you hope to be tomorrow, you already are today.” He is committed to inspiring audiences to see their value and self-worth inside of their true selves. His new book is WHAT Is Enough: How to Lighten Your Load and Find What Makes You Happy. He is passionate about helping other people to see t...
20. The Inspiring Debt Payoff Story of Denis O’Brien and Katie Welsh
November 13, 2019 08:00 - 53 minutes - 49.2 MBPeople talk about paying off their debt, but many people are stuck and have that sinking feeling that it will never get paid off. Today's inspiring story features Denis O'Brien and Katie Welsh who paid off over $200,000 in debt. Katie knew that she was in trouble with all of her debt, she just didn’t know how much until Denis compiled a spreadsheet of all of her debt. She had a cry and then made an action plan. Her plan included selling things, going back to work, and having a side hustl...
19. Your Plan to Make Work Optional with Tanja Hester
November 06, 2019 08:00 - 38 minutes - 35.2 MBEarly retirement is one of those things that many people dream about and some do. My guest today is Tanja Hester. Tanja and her husband Mark Bunge were able to retire from formal employment when she was 38, and he was 41. Tanja is now able to devote her life to fun and purpose. She is the author of Work Optional: Retire Early the Non-Penny-Pinching Way. Tanja and Mark have an award-winning financial independence blog called Our Next Life. Tanja also podcasts on The Fairer Cents Podcast with ...
18. Define Your Families Wealth
October 30, 2019 07:00 - 34 minutes - 20.1 MBWelcome to Sheepdog Financial, episode 18. Scott is here with Deb Meyer. Deb is the author of the recently released book Redefining Family Wealth. As a financial advisor, she realized that most everyone she talked to was having the same economic issues. She felt the need to write a book to be able to reach people on a broader level so she could help more people no matter what stage of life they are in. Her passion is teaching people to reconcile the tension between living true to your va...
17. Introverts Have Superpowers
October 23, 2019 22:25 - 29 minutes - 17.1 MBSheepdog Financial is happy to welcome Karen Wickre to the show. Karen is an editor, curator, content strategist, and connector of people and ideas. She was an editorial director at Twitter, until age 65 when she decided to leave to reinvent herself as a writer and consultant. Her love of communication has carried her for over thirty years in the technology business as a writer, editor, and communications professional. Karen wrote a book called “Taking the Work Out of Networking: An Introv...
16. Taking the Leap in Your Career and Life
October 17, 2019 07:00 - 34 minutes - 19.9 MBWelcome to Sheepdog Financial with your host Scott Vance. In this episode, Scott is speaking with Sara Bliss. Sara is a New York Times bestselling author, speaker, brand advisor, and Forbes contributor. She has written 11 books, including Take the Leap: Change Your Career, Change Your Life, which profiles over 60 people who radically changed their careers. Are you on the edge of a change in your career? Listen in as Sara talks about the stories and people she interviewed who have taken th...
15. Military and Mindful, Lessons in Balancing Your Career and Family Life
October 09, 2019 07:00 - 38 minutes - 22.2 MBScott has Benefsheh Verell on the show today. She is a military spouse, mom, author, and just recently retired from the Army herself. She practices yoga, meditation, and advocates that the Army teaches meditation and mindfulness practices in basic training. She believes this would help prepare soldiers for the stress of the military, family life, and the trauma they may face. She is a member of the board of directors for 'Warriors at Ease,' an organization founded to bring the power of yoga ...
14. Financially Preparing For Adoption
October 02, 2019 07:00 - 42 minutes - 24.5 MBWelcome to Sheepdog Financial episode 14. Scott is here with Laura Coleman, an Accredited Financial Counselor with 19 years of experience in the financial industry. Family Money Coaching is her private practice focused on the economic issues military couples face when going through the fertility and adoption process. She has made it her mission to help couples find the money and understand the financial and implications of adoption and fertility. Laura knows the financial strain it can put...
13. Blended Family Survival
September 25, 2019 07:00 - 57 minutes - 33.2 MBTodd Gangl served in the United States Air Force Reserve both in the enlisted ranks (1986 to 1990) and as a chaplain (1995 until 2000). He met his wife Tammy Wheeles at a small church in Huntsville, Alabama in 2003. Following a short courtship, they were married on Valentine’s Day 2004 combining six, full-time children into one large stepfamily! After seeking the Lord for His direction and with the full backing of their children, they created Joseph Stepfamily Ministries and began offering t...
12. Don’t Go Crazy while Making College Choices.
September 18, 2019 07:00 - 49 minutes - 28.8 MBAre you freaking out about how you're going to pay for your kid to go to college? This episode for is for you, we interview Nannette Kamien the author of “Crazy College Money”. Nannette created Inspiration Financial Planning in 2015 after seeing how hard it was to find affordable, objective, financial advice tailored to her peers and colleagues. She was frustrated with the traditional wealth management industry where only those who were already wealthy could receive unbiased advice billed ...
11. Special needs planning with Eric Boland
September 11, 2019 07:00 - 41 minutes - 24.3 MBOn this episode of Sheepdog financial we have Eric Boland. Eric is the founder of Ferocious Finance. He spent 20 years as a management accountant, accounting manager and controller before going into financial advisory. He is a parent to 2 special-needs children and Eric’s father has Alzheimers. These personal connections give him insight and passion for financial planning for special-needs families.
10. Setting a Good Financial Base
September 04, 2019 07:00 - 39 minutes - 22.9 MBIn this episode of sheepdog financial we have Kyle Hill. Kyle is the founder and owner of Hill-Top financial planning. He is a fiduciary and fee only advisor who loves working with young professionals and families. He has spent 6 years working in a wealth management firm that he left in order to focus on working with the underserved young professional demographic. He is an expert at helping his clients build a solid financial base of budgeting, debt management and making financial decisi...
9. Finding a perfect side hustle.
August 28, 2019 07:00 - 42 minutes - 24.4 MBIn this episode of Sheepdog Financial podcast I interview the “King of side hustles” Nick Loper. He is most known for his website Side Hustle Nation and podcast Side Hustle show. As the host of the top-rated Side Hustle Show podcast, Nick explores a different business idea each week and helps listeners discover the path to income streams and advocates a mindset of side hustles as a way to take back financial control of your life. Episode Highlights: Finding your perfect side hustle The...
8. Living a lemonade life
August 21, 2019 07:00 - 39 minutes - 23.2 MBZack Friedman is the author of The Lemonade Life and the founder and CEO of Make Lemonade, a leading personal finance company that empowers you to live a better financial life. Zack is a sought after speaker, writer for Forbes, and has an extensive and impressive professional resume. Zack has degrees from Harvard, Wharton, Columbia, and Johns Hopkins. Zack talks to your host Scott Vance about some ways to survive transition from military service, gives his opinion on the recent stock market...
7. Life and health insurance
August 14, 2019 07:00 - 53 minutes - 30.9 MBSa El got started with insurance when his grandmother passed away from cancer and did not have any life insurance. He is the Co-Founder of Simply Insurance and a licensed life & health insurance agent with over 11 years of experience. Sa's goal is to give accurate insurance education along with an easy insurance buying process. He began working on Simply Insurance once he realized that customers wanted an option to purchase insurance, online, without an agent. He has been mentioned in p...
6. Having the Talk
August 07, 2019 12:00 - 37 minutes - 22.1 MBWhen’s the last time you sat your parents down and talked to them about their money? If you’re like most people, it probably hasn’t happened yet and you probably have no plan for it to happen in the near future. Talking to your parents about their savings, their will, their hopes for what happens when they get older or after they die is unpleasant but as today’s guest shares is vitally important. Cameron Huddleston is an award-winning journalist with more than 17 years of experience in the ...
5. Getting a little help with the Survivor Benefit Plan.
July 31, 2019 07:00 - 33 minutes - 19.6 MBKate Horrell is a nationally recognized leading expert in the Survivor Benefit plan. She is a military spouse, mom and wife. She loves speaking about military specific financial topics and educating fellow servicemembers and spouses on ways to achieve financial success. Kate educates the public through her writing. She has written 2,200 blog posts for Military.com’s paychcheck chronicles blog and continues to educate through her personal blog at www.katehorrell.com. Survivor Be...
4. The Blended Retirement System
July 24, 2019 07:00 - 19 minutes - 11.4 MBIn our fourth episode of the sheepdog financial podcast we do a deep dive into the blended retirement system. One of the key benefits of the military is the retirement. The retirement system used to be a simple 20 years and out pension. The National Defense Authorization act of 2016 changed that and created a new retirement system for military members. The new Blended Retirement System (BRS) blends the traditional legacy retirement pension, also known as a defined benefit plan, with a de...
3. Transition and landing on your feet
July 17, 2019 15:53 - 57 minutes - 33.5 MBIn our third episode of sheepdog financial podcast we have one of the nation’s leading experts in career transition for veterans and public service professionals. Matthew J. Louis is a graduate of West Point and retired Lieutenant Colonel, having spent more than 25 years in uniform and 20 years in the corporate world. Today he leads global strategy and transformation projects at Deloitte, the largest professional services firm in the world, and continues to serve several veteran collaborativ...
2. Buying a home
July 17, 2019 07:00 - 57 minutes - 33.1 MBIn the second Sheepdog financial podcast we have Erica Anderson. Erica is the owner and broker of Team Anderson Realty located in Holly Springs. Erica is an expert in buying and selling real estate. Listen as she talks about some of the local and national trends affecting home buying. Then gives good advice on how to buy a home, how to sell a home and the value of using a provider such as an agent or home inspector. I hope you enjoy Erica’s advice and expertise.
1. Health insurance for military members
July 17, 2019 06:57 - 34 minutes - 20.4 MBIn our first episode of Sheepdog financial podcast we have Danielle Roberts a nationally known expert on Medicare and Health insurance. Danielle is the co-owner and vice president of Boomer Benefits a Texas based insurance agency specializing in Medicare-insurance related products. Her agency ranks among the top national medicare supplement producers for Blue Cross/Blue Shield, Aetna, Cigna and others. Danielle gives us an update on the health insurance landscape as it stands today. She spea...
Episode 0
July 11, 2019 17:14 - 5 minutes - 5.74 MBScott Vance answers a common question he gets from his clients concerning sale of the primary home. https://www.trisulifinancialadvising.com/ Subscribe Free Apple Podcasts https://podcasts.apple.com/us/podcast/sheepdog-finance/id1471020384 Spotify https://open.spotify.com/show/4bvdvxHcK3BDo4xRb5XQhD?si=oxxcuU8XQlejh6fH3TBXvw Android http://subscribeonandroid.com/sheepdogfinancial.libsyn.com/rss