Episode 59: A Financial Advisor's Guide to Protecting Your Finances When Leaving Active Duty

From the Battlefield to the Boardroom

As a military servicemember you had access to special benefits and tax breaks such as Thrift Savings Plans, inexpensive Life Insurance and BAH. When leaving the military, you forfeit some of those financial benefits you’ve grown accustomed to, so you want to make sure you know what to expect as a civilian. James Rossi, a Navy Veteran and Financial Advisor with WestPac Wealth Partners, joins the show to discuss his military transition, post-military career in medical sales, as well as financial advice for transitioning veterans. Other topics include: • Overviews of key military benefits • His career as a financial advisor • What he wishes he had known when transitioning