Mike Hunsberger & Amy King

Operation Retirement Readiness

Business EN ↓ 57 episodes

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.

Author

Mike Hunsberger & Amy King

Episodes

Episode 6: Budgeting for Military Retirement 14.03.2024 25:50

Episode 006 Budgeting for Military Retirement In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Importance of a Transition Budget (1:05)) Planning for new/ additional expenses (3:03) Timing of payments during transition from active duty into retirement (6:35) Changes in paycheck timing after transition (8:11) Specific thoughts in preparing for your ideal next st...

Episode 5: Budgeting Basics 29.02.2024 23:13

Episode 005 Budgeting Basics In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Purpose of Budgeting (2:53) Analyze Current Spending (6:22) Prioritize Spending (7:39) Tools to Track Current Spending (8:51) Identify mandatory, discretionary, and infrequent expenses (11:37) Don’t get wrapped up in someone else’s process; do what works for you (17:56) Links: Operati...

Episode 004: Reducing Debt 15.02.2024 27:35

Episode 004 Debt In this show, Mike and Amy discuss the number 3 most popular New Years’ Resolution - paying down debt. Mike and Amy cover: The US consumer debt problem (2:09) Types of Debt (6:53) “Good” vs “Bad” Debt (8:37) Debt to income ratio and importance of having a debt management strategy (12:09) Debt heading into retirement (14:31) Approaches to paying down debt (16:40) Balancing saving...

Episode 003: Saving More 01.02.2024 22:48

In this show, Mike and Amy discuss the number 2 most popular New Years’ Resolution - 2nd only to fitness resolutions - Saving more. Mike and Amy cover: The difference between savings and investments (2:59) Considerations for when to save vs when to invest (5:25) Savings for near term goals/ military retirement/ ultimate retirement (7:43) Emergency Fund Savings (12:09) Savings in cash/ cash equival...

Episode 002: 5 Uncommon New Year Financial Resolutions 18.01.2024 26:43

Financial New Years’ Resolutions In this show, Mike and Amy continue to discuss New Years’ Resolutions and five of the most UNCOMMON financial resolutions people may not know can help them in the New Year and beyond. We hit the highpoints of the following uncommon but useful financial resolutions: Visualizing Retirement (2:52) Insurance/ Protecting Your Family (7:09) Estate Planning (9:05) Health...

Episode 001 - 5 Common Financial New Year's Resolutions 04.01.2024 20:16

Financial New Years’ Resolutions In this show, Mike and Amy discuss New Years’ Resolutions and five of the most common financial resolutions people set out to achieve in the New Year. We hit the highpoints of the following common financial resolutions: Save More (3:28) Reduce Debt (5:05) Invest More (7:17) Make a Budget/ Stick to a Budget (9:11) Save for College (14:02) Links: Operation Retirement...

Preview Episode 21.12.2023 2:42

Operation Retirement Readiness Preview. Full episodes launch in 2024.