Operation Retirement Readiness

Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning.Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. It is not individual advice.

Operation Retirement Readiness is a business podcast hosted by Mike Hunsberger & Amy King, with 57 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Mike Hunsberger & Amy King hosts Operation Retirement Readiness, a business show with 57 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #17

  Avoiding Costly Financial Decisions During Transition with Stacy Miller S2 E17

  May 13, 202634 minS2

  <p>In this insightful interview, Stacey Miller from Bayview Financial shares expert advice on managing financial transitions, especially for military families. She discusses emotional and technical aspects of decision-making during life changes like retirement, divorce, or loss of a spouse, offering practical tools to navigate these challenges effectively.</p><p><br /></p><p>Chapters</p><p>00:00 Introduction to Financial Transitions</p><p>07:07 Understanding Transitions and Decision Fatigue</p><p>14:02 Techniques for Managing Transitions</p><p>20:07 The Emotional Aspects of Financial Decisions</p><p>26:18 Preparing for Future Transitions</p><p>31:22 Key Decisions to Delay in Retirement Planning</p><p><br /></p><...

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  Episode #16

  MOAA Membership Benefits with Lila Quintiliani - S2E16

  Apr 30, 202632 minS2

  <p>This episode features Lila Quintiliani from the Military Officers Association of America (MOAA), discussing the organization's role in advocating for military benefits, providing resources for transitioning service members, and supporting veterans through charitable programs. Learn about how MOAA helps with benefits education, career transition, and charitable relief efforts.</p><p><br></p><p>Key Topics</p><p>MOAA's legislative advocacy for military benefits</p><p>Resources for military transition and retirement</p><p>Charitable relief and scholarship programs for military families</p><p>Chapters</p><p>00:00 Introduction to MOAA and Lila Quintiliani</p><p>04:47 Understanding MOAA's Mission and Membership<...

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  Episode #12

  S2E15 - Tax Returns for Military Families

  Apr 16, 202644 minS2

  <p>In this episode, Amy and Mike explore the critical aspects of reviewing and understanding your tax return, especially for military families. They discuss key numbers like adjusted gross income, common mistakes, deductions, credits, and strategic planning tips to optimize tax outcomes.</p><p><br></p><p>Key Topics</p><p>Reviewing tax returns for accuracy</p><p>Understanding adjusted gross income (AGI)</p><p>Common tax mistakes for military families</p><p>Maximizing deductions and credits</p><p>Strategic tax planning for retirement and transition years</p><p><br></p><p>Chapters</p><p>00:00 Understanding Tax Returns: An Overview<...

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  Episode #14

  Combat Zone Tax Exclusion TSP Contributions with Becky Noss

  Apr 8, 202633 minS2

  <p>In this detailed interview, Becky Noss from Healthy Wealth Financial explains the complexities of Combat Zone Tax-Exclusion (CZTE) contributions to the TSP, especially for military personnel deployed in combat zones. Learn how to maximize benefits, avoid common pitfalls, and ensure proper handling of CZTE funds to optimize your retirement planning.</p><p>Takeaways</p><p>Always verify your LES and benefits to ensure correct CZTE crediting.</p><p>Work with a military-savvy financial advisor to navigate complex rules.</p><p>Understand that growth on CZTE contributions is taxable, contrary to common misconceptions.</p><p>Plan your contributions based on...

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  Episode #13

  TSP In-Plan Roth Conversions w/ Rob Moore

  Mar 25, 202657 minS2

  <p>Join us as Rob Moore from Everman Wealth and Prosperity discusses the ins and outs of in-plan Roth conversions within the TSP. Learn who should consider this strategy, the tax implications, and how to navigate the complexities for optimal retirement planning.</p><p><br /></p><p>Key Topics</p><p>In-plan Roth conversions within the TSP</p><p>Tax implications and planning for Roth conversions</p><p>Strategies for filling tax brackets and managing RMDs</p><p>Chapters</p><p>00:00 Introduction to TSP In-Plan Roth Conversions</p><p>04:13 Understanding Traditional vs. Roth TSP Accounts</p><p>07:00 The Mechanics of...

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