4.9 • 2K Ratings
🗓️ 9 September 2024
⏱️ 101 minutes
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0:00.0 | Hey everyone. Before we get to this week's episode, I want to introduce an EA18G growler pilot, |
0:06.0 | Zach Mendel. Hello, Zohan. Hi, Jello. Hey, so after leaving active duty a couple years ago, |
0:11.6 | you became a financial advisor for Forum Financial Management LP. Is that correct? That's right. |
0:17.6 | While I still enjoy flood instructing in the reserves in Woodby Island, |
0:25.6 | my 9 to 5 these days is financial advising. At foreign financial, I specialize in helping service members, veterans, and their families with long-term financial planning. I'm a fiduciary, |
0:30.3 | which means I'm required to act in my client's best interests and I'm not peddling any |
0:33.8 | particular product. I help my client set financial goals and take the necessary |
0:37.6 | steps to reach them. Why is it important to set financial goals? So you enjoy the freedom to live |
0:42.9 | the type of life you want to live, whether that's your lay vacations, buying a home, putting your |
0:47.4 | children through college or having a comfortable retirement. Military service comes with some great |
0:51.6 | financial benefits, like the TSP, the A loans, the GI Bill, |
0:55.1 | and so many more. You just have to know how to utilize them. |
0:58.0 | Well, while we can figure some things out on your own, what I hear you saying is it's never a bad |
1:01.9 | idea to have a coach or a mentor in such pursuits. For example, if I wanted to get in shape, |
1:06.2 | I might go get a personal trainer. Bingo. So how can listeners learn more? I would be thrilled to help Fighter Pilot podcast listeners navigate military benefits |
1:14.6 | and plan for their financial future Jello. |
1:16.9 | They can email me, Z Mendel, that's Z, M-I-N-D-E-L, at Forum Financial.com. |
1:24.1 | Call or text me, 630-474-3599. That's 630-30 4743599 that's 630 4743599 and for more information visit our website |
1:33.2 | forumfinancial.com look for the links in the show notes well awesome thanks for joining us oh |
1:38.5 | you're welcome jello thank you my life's work is dedicated towards, you know, serving these Marines. |
1:51.0 | And it's a privilege and an honor. |
1:53.0 | Force design is no longer just a theory, right? |
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