Erik Baskin, CFP®, CEPA®, MBA

The Veteran Finance Podcast

Business EN ↓ 80 episodes

The Veteran Finance Podcast delivers actionable weekly financial planning strategies to help Veterans optimize their money to build purpose past the 9-5. Host Erik Baskin, CFP®, CEPA®, MBA is an Air Force Academy Graduate turned financial planner and the founder of Baskin Financial Planning.

Author

Erik Baskin, CFP®, CEPA®, MBA

Episodes

How Veterans Can Maximize Reward Points on Travel with Matt Koch l E5 28.06.2023 33:48

In this episode, I had my good friend Matt Koch back on the show for part two to talk about how to maximize the value of credit card rewards points by using tools to search for the best transfer partners that will give you the best value. Time Stamps: Intro: (0:00-0:54) Ways to use the points (0:54-6:48) Using Points on Hotels and Airlines (6:48-11:30) Frameworks, resources, and the impact of...

Military Credit Card Benefits with Matt Koch l E4 21.06.2023 28:36

In this episode, I had a good friend Matt Koch on the show to talk about credit card points and benefits for military members as this is a huge passion of his and he is an expert on this topic from lots of research and personal experience. Time Stamps:Intro and Credit Card Theory (0:00-4:17)Best Cards to Open (4:17-15:35)Our Current Personal Strategies (4:04-5:51) Conclusion and How to Best Imple...

7 Things TAP Gets Wrong About Financial Planning for Veterans l E3 14.06.2023 17:21

I recently attended TAP and took away some good things but also thought some financial topics needed more explanation for members to properly implement and understand them. In this episode I go through 7 financial planning lessons from TAP that members need to know about:Time Stamps: Intro (0:00- 1:31)Life Insurance (1:31- 4:04)Disability Insurance (4:04-5:51)Reserves and National Guard (5:51-7:34...

Becoming a CFP and Building a Business on Active-Duty Military Money Manual Guest Appearance l E2 30.05.2023 1:11:48

Welcome to the BLUF Finance Podcast! In this first episode we replay Erik's guest appearance on the Military Money Manual Podcast . Learn more about travel hacking and military benefits from the Military Money Manual --- More of Baskin Financial Planning: Think you might be a good fit form my firm? ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Join the waitlist here!⁠⁠⁠⁠ Questions or comments, drop me a note at: ⁠⁠⁠⁠⁠⁠erik@ba...

Everything You Need to Know About Veteran Finances | E1 24.05.2023 2:23

Military Career Decisions: • Episode 14: Is the Reserves Worth It? • Episode 40: Stay in or Get Out? The Value of a Military Pension Real Estate: • Episode 42: Should I Rent My House Out or Sell It? • Episode 50: Refinancing VA Loans with Evan Kaufman from WeVett Investing: • Episode 26: Why You Should Want to Invest at All Time Highs • Episode 36: How I’ve Invested My Money From 2nd Lieutenant to...