Warrior Money

On this episode of Warrior Money, certified financial planner and military spouse Maggi Keating shares practical advice on everything from Social Security timing to building wealth through consistent investing. Drawing on her 24 years in finance, Keating discusses the importance of lifelong learning, protecting aging clients from financial abuse, and using military benefits like the VA loan and GI...

On this episode of Warrior Money, Navy SEAL-turned-entrepreneur Kaj Larsen shares how his journey from the battlefield to fintech led him to co-found Siebert. Valor, a platform built to help veterans and first responders grow wealth through smart investing and financial education. He breaks down the difference between spending and investing, the impact of financial misinformation, and why diversif...

On this episode of Warrior Money, Marine Corps veteran and aerospace ETF portfolio manager Tony Bancroft shares how his military experience shapes his investment strategy. From analyzing global defense spending to forecasting the rise of autonomous systems, Bancroft offers insights into navigating geopolitical disruption and financial markets. He also opens up about his transition from the cockpit...

On this episode of Warrior Money, seasoned finance professional and nonprofit leader Carly Meyer Bentley shares how she empowers women and veterans through financial literacy at her company, Freckled Strawberry. She emphasizes seeing money as a simple tool for independence, highlighting the importance of understanding personal costs and building wealth to achieve long-term goals. Drawing on her fa...

On this episode of Warrior Money, Sara Gardner, a certified financial planner and military spouse, shares how her education-focused approach helps veterans master their personal finances. She explains the importance of building savings early and avoiding unnecessary credit card debt, while emphasizing the value of community resources and volunteer programs. Gardner also describes her work with Hom...

In this episode of Warrior Money, hosts Patrick Murphy and Dan Kunze talk with Marcus Hull, a U.S. Army Ranger veteran turned financial advisor who now helps fellow veterans navigate their money matters. Hull details his transition from the military and law enforcement into wealth management, offering insights on the blended retirement system and the value of systematic saving. He also discusses h...

On this week's Warrior Money, Kenny Polcari — veteran market strategist and Yahoo Finance's Trader Talk host — shares his experience surviving 9/11 and how it inspired him to support veteran mental health through the organization Headstrong. Polcari discusses Headstrong's mission to provide veterans with anonymous, immediate, and cost-free mental healthcare without bureaucratic barriers. He also e...

On this week’s episode of Warrior Money, hosts Patrick Murphy and Dan Kunze welcomed Bill Taylor, a West Point graduate and 23-year Army veteran who co-founded Veterans Guardian VA Claims Consulting. Taylor shared his journey from military service to entrepreneurship, driven by a personal mission to assist fellow veterans. Taylor highlighted his experiences transitioning from a 23-year Army career...

On this week’s episode of Warrior Money, hosts Patrick Murphy and Dan Kunze welcomed Joseph Kopser, an Army veteran and accomplished entrepreneur, to discuss his inspiring journey from military service to business innovation. Kopser co-founded RideScout, a mobility app acquired by Mercedes-Benz, inspired by his personal struggle commuting to the Pentagon. “I saw a real problem and decided to solve...

On this week’s episode of Warrior Money, special guest Bob Parsons—a Marine Corps veteran and pioneering entrepreneur—joined hosts Patrick Murphy and Dan Kunze to share his remarkable journey from a challenging East Baltimore upbringing to becoming one of Forbes 400’s wealthiest Americans. Parsons offered candid advice for aspiring entrepreneurs, urging them to choose a business they love and to e...

On this week’s episode of Warrior Money, returning guests Alex McLeod, CEO, and Jay Long, COO of Parlay, rejoined hosts Patrick Murphy and Dan Kunze to discuss their innovative approach to small business lending. McLeod advised entrepreneurs to validate their business models before taking on debt or raising venture capital. “Prove yourself wrong quickly,” he said, emphasizing the need for discipli...

This week on Warrior Money, hosts Patrick Murphy and Dan Kunze welcomed Alex McLeod, CEO, and Jay Long, COO of Parlay Finance—the innovative loan readiness platform that transforms the small business loan process. McLeod explained that many small business owners face a daunting, “pop quiz” style process when applying for loans. “Entrepreneurs shouldn’t be set up for failure simply because they lac...

This week onWarrior Money, hosts Patrick Murphy and Dan Kunze speak with Marine veteran Samuel P. Royer, chief production officer at Salute Home Loans and a key advocate for The HELPER Act, a bill aimed at making homeownership more affordable for first responders, educators, and law enforcement officers. Royer, a 28-year mortgage industry veteran, saw too many public servants struggle to buy homes...

Patrick Murphy and Dan Kunze talk to Brendan Duebner, founder and executive director of the non-profit Life Skills for Soldiers. A Wharton MBA graduate, Duebner launched the organization in 2019 to better prepare service members for life outside the military. Duebner discusses why he founded the organization, the epidemic of financial hardship in military families, and what habits he took from the...

Elizabeth O’Brien, Vice President of the US Chamber Foundation’s Hiring Our Heroes program, joins Warrior Money to break down the importance of military spouse employment, what more can be done to assist veterans seeking new careers, and what programs they can utilize to make the transition easier. Yahoo Finance's Warrior Money, hosted by former Congressman Patrick Murphy and veteran investor Dan...

General Wesley K. Clark served as the Supreme Allied Commander Europe for NATO, ran for president in the 2004 Democratic primary, and received the Presidential Medal of Freedom. He now serves as Founder and Chairman of investment bank Enverra, and CEO of strategic consulting firm Wesley K. Clark & Associates. Clark joins Warrior Money to talk leadership lessons he learned while serving in Vietnam,...

Andrew Bang went from serving as a captain in the US Army to a successful career in investment management. The West Point and Cornell MBA graduate now works as an advisor at SECOR Asset Management, and joins Warrior Money to share his perspective on making the transition from military service into finance. Bang also reflects on the scaling issues currently faced by the Department of Defense, the i...

In just a few short years, the next big driver of the global economy could be something that’s not yet a household phrase: quantum computing. That’s according to CrowdPoint Technologies founder and CEO Sean Brehm, who joins Warrior Money discuss how quantum tech will impact national security, why the next internet boom is upon us, and his own transition from military service to the quantum space t...

Green Beret-turned-entrepreneur Fran Racioppi dives into the strategies he has used to launch his company FRsix, from taking advantage of available veteran benefits to finding creative ways to access capital to fund the business. Through FRsix, Racioppi provides security operations and training services to businesses in both the public and private sectors, including a number of partnerships with s...

In November, Edelman released its 2024 Veterans’ Well-Being Survey, which explores issues like mental health, employment prospects, and public perception of the veteran community. John D. Edelman, the company’s Managing Director of Global Engagement and Corporate Responsibility, joins a new episode of Warrior Money to highlight the disconnects between veterans attempting to enter the civilian work...

Quattro Capital Managing partner Maurice Philogene joins hosts Patrick Murphy and Dan Kunze to talk real estate investment, entrepreneurship, finding your purpose, and achieving financial freedom. Philogene also discusses his journey from being a US Air Force Lt. Col. and Special Agent to becoming an investor, podcast host, financial coach, and public servant—and how his VA benefits were a valuabl...

EdgeRunner AI CEO Tyler Saltsman joins hosts Patrick Murphy and Dan Kunze for a conversation about an increasingly pivotal field: defense tech. As technology advances and the U.S. government looks increasingly to smaller defense tech companies for partnerships, it's an opportune time for service members and veterans to consider joining the field. Saltsman discusses how veterans can break into tech...

On a new episode of Warrior Money, hosts Patrick Murphy and Dan Kunze are joined by Capitol Counsel Partner Rob Diamond, who has spent his career advocating for veterans in both the public and private sectors. While serving in the US Navy, Diamond worked in the Navy Office of Legislative Affairs. He later served as President Barack Obama’s Director of Private Sector Engagement, and now leads the e...

Charlotte Levine has broken ground for women in more ways than one. On the latest episode of Yahoo Finance’s Warrior Money, the Army veteran and NJ/NY Gotham FC Director of Strategy shares her journey from the military to a top MBA program, and finally to the world of women’s sports. Yahoo Finance's Warrior Money, hosted by former Congressman Patrick Murphy and veteran investor Dan Kunze, is dedic...

Admiral Bill McRaven, one of America's most decorated veterans, joins Warrior Money to offer his advice for vets entering the private sector. In his 37 years in the U.S. Navy, the four-star admiral oversaw the raid that killed Osama bin Laden, the capture of Saddam Hussein, and the rescue of Captain Phillips. Since retiring, he has gone from Chancellor of the UT System to Senior Advisor for the La...