158: "The single thing that's worse than having no intel is bad intel." Transition Support Beyond the Legacy Programs with Mike Wallace - Part 1 of 2

Holding Down the Fort by US VetWealth

158: "The single thing that's worse than having no intel is bad intel." Transition Support Beyond the Legacy Programs with Mike Wallace - Part 1 of 2

Jen Amos invites her guest co-host, Scott R. Tucker, to interview US VetWealth's favorite military retiree advocate, Mike Wallace from Bluewater Advisors, for a two-part interview. Mike begins sharing how he first met Scott and is impressed by his approach to educating people on the Survivor Benefit Plan. Mike reflects on his own experience with the transition process after leaving the military and feeling unprepared afterward.

Mike shares how he started Bluewater Advisors to address the need for better transition support based on his experiences being approached for help by many other veterans. To close out part one of this interview, Scott discusses what he learned from observing Mike's early cohort programs and how it is different from other transition programs and support he has seen.

This interview is also available on YouTube: https://youtu.be/nAGBOGtYYws

Connect with Mike Wallace and Bluewater Advisors

• Website: https://www.bluewater-advisors.com/
• https://www.linkedin.com/in/michael-s-wallace1/
• https://www.linkedin.com/company/bluewateradvisors/
• https://www.facebook.com/Bluewateradvisors/
• https://www.instagram.com/bluewateradvisors/

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Check out our last newsletter for 2023: https://mailchi.mp/5f4af326864a/holdingdownthefort

Do you want to do more than “follow orders,” think outside of the box, and manifest your dreams? Then you’ve come to the right show! The award-winning podcast, Holding Down the Fort by US VetWealth, is returning for Season 7 to highlight motivational stories of personal growth, financial awareness, and autonomy in our military community. The show is hosted by Jen Amos, a Gold Star daughter, Veteran Spouse, and Entrepreneur.

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Our main sponsor US VetWealth is proud to offer a FREE Retiree Appraisal to help military retirees make a confident and informed decision on the Survivor Benefit Plan and Thrift Savings Plan. Get a comprehensive understanding and financial valuation of your time in service today by visiting: https://usvetwealth.com/usvw-appraisal/

In the Fall of 2023, Jen Amos was sought after by InDependent to co-host the 8th annual InDependent Wellness Summit™. In August 2022, Jen Amos' work on the podcast was recognized by Disney Institute and she was hand-selected as the only non-Disney employee to moderate the first Military Spouse Employment panel for the Veterans Institute Summit. March 2022, Jenny Lynne has voted the 2022 Naval Station Norfolk Armed Forces Insurance Military Spouse of the Year. November 2020, Jen Amos was awarded “Media Professional of the Year” at The Rosie Network Entrepreneur Awards! The show continued to collect award nominations in the following years. In September 2021, the show made the Final Slate in the 16th Annual People's Choice Podcast Awards for the Government & Organizations category. In November 2021, the show was an Award Finalist for the 5th Annual National Veteran & Military Spouse Entrepreneur Awards. December 2021, the show was a Golden Crane Podcast Awards Nominee. September 2022, the show was a Finalist for the 13th Annual Plutus Awards presented by Capital Group for “Best Military Personal Finance Content.”

Holding Down the Fort has also been featured in multiple media outlets including Military Entrepreneur (M.E.) Magazine, MOAA’s Never Stop Learning Podcast, The Leadership Void Podcast, Lessons Learned for Vets Podcast, Sisters in Service Podcast, Get 2 Vet, Blue Star Families of Dayton & Southwestern Ohio, Legacy Magazine, U.S. Veterans Magazine, The American MilSpouse, VeteranCrowd Network, It's a Military Life, VirtForce, Military Veteran Dad Podcast, and much more.

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