Episodes
May 18, 2023
What To Do With Your TSP When You Leave The Military
There are four options you have when it comes to your TSP after you leave the military. Not all these options are equal, and some are just outright bad! In this episode, Garrett discusses what these options are and when you …
May 4, 2023
Top 7 Money Questions asked by Veterans
In this episode, Garrett answers 7 of the top money questions that he receives from Veterans. From veteran benefits, maximizing military retirement pay, and protecting yourself financially, Garrett dives into these questions…
April 7, 2023
Your Research Guide with Leeann Schultz and Jim Butler
We often talk a lot about doing your own research when it comes to investing and finances. But, that is often easier said than done. I get a lot of questions from people asking where there should start when it comes to doing…
March 15, 2023
What's Going On With The Banks?
In the wake of the Silicon Valley Bank and First Republic Bank collapses, we are diving deep into what occurs when these institutions fail. In this special episode, Garrett discusses the risk involved in the types of investm…
March 13, 2023
Legacy Planning 101
Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you …
Feb. 27, 2023
Retirement Planning 101
Retirement is both exciting and scary for a lot of people. For far too many people, it is something that they have not planned on early enough or do not really know what it means to retire. In this episode, Garrett discusses…
Feb. 13, 2023
Investing 101
We are back! After a long break, Garrett is back with a very exciting episode, Investing 101. This is the 4 the episode to the Financial Planning 101 series. We hope you have enjoyed the other episode and will enjoy this one…
Nov. 17, 2022
Protection Planning 101
What is protection planning? It's Garrett's cool way of making insurance seem cooler! In this episode, Garrett discusses some of the differences between certain insurances, when and why you should get insurance, and hopefull…
Nov. 3, 2022
Budgeting & Saving 101
Garrett is back with episode 2 of the financial planning 101 series. Budgeting and saving is the next block in creating your financial plan. Without these two essential pieces, most of the technical analysis in the plan will…
Sept. 8, 2022
Financial Planning 101
Financial planning is an often overlooked aspect of someones financial life. However, the benefits the of having a financial plan should not be ignored. In this series, Garrett will discuss all the parts of creating a financ…
Aug. 25, 2022
How I Would Do It If I Started Over Today
How and where would Garrett start his savings and investing journey if he had to start over today? In this episode, we take a look at the starting process and how to maximize the saving and investing journey to help ensure y…
Aug. 4, 2022
All About Assets
What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best wa…
June 23, 2022
Recession and What You Need To Know
With the volatility in the market and inflation breaking 40 year highs, there is more and more talk of a pending recession. In this episode, Garrett breaks down how we define a recession, what it might mean for you, and what…
June 9, 2022
Using Military Benefits to Fuel Success with Chris Christian
Veterans who transition can often struggle to get a foothold in the civilian sector. This week, Garrett sat down to do Operation: Veteran Finance’s first in-person interview with Army Veteran and local Nashville Realtor, Chr…
May 26, 2022
The Four P's of Finance and Investing
What separates the average investor from those that seem to be succeeding year after year with their finances? With talks of bear markets and a looming recession, how do some investors stay calm and ready to make the right m…
May 12, 2022
FIRE with Tyson Koska
FIRE, or Financial Independence, Retire Early is a new topic more people are talking about. With headline titles discussing the great resignation, and more people realizing that they do not want the traditional retirement pl…
April 28, 2022
5 Things You Should Know About The TSP
With the recently announced changes to the Thrift Savings Plan website, Garrett wanted to dive into the 5 Things all service members must know about the TSP. Regardless if you have been investing in the TSP for years, or jus…