Financial Coaching & Money Mentor Opportunities Feeling confident in your research but stalled when it comes to taking action on your military family's financial plan? From TSP questions to credit card strategies, this episode explains how an hour with a dedicated coach can transform hesitation into clear, personalized next steps. Key Points & Topics Defining financial coaching vs. advisory services No sales pitches, no commissions, no product upsells Confidential, unbiased guidance tailored to your goals ...
Financial Coaching & Money Mentor Opportunities
Feeling confident in your research but stalled when it comes to taking action on your military family's financial plan? From TSP questions to credit card strategies, this episode explains how an hour with a dedicated coach can transform hesitation into clear, personalized next steps.
Key Points & Topics
-
Defining financial coaching vs. advisory services
- No sales pitches, no commissions, no product upsells
- Confidential, unbiased guidance tailored to your goals
-
Who benefits most
- Active duty, Guard, Reserve, military spouses, cadets, midshipmen
- Dual-military couples, high-net-worth families, soon-to-commission officers
-
Typical coaching session structure
- Pre-call questionnaire to customize the conversation
- One-hour call via Google Meet
- Post-call recap email with transcript and bullet-pointed action steps
-
Sample coaching topics
- TSP vs. traditional/Roth IRA decisions
- Career starter loan considerations
- Financial therapy: uncovering money scripts and spending habits
- Helping improve communication with your spouse around money
- Credit card strategies, MLA/SCRA protections, maximizing points redemptions
- State tax benefits and Military Spouse Residency Relief Act
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Booking details and logistics
- Schedule via Calendly at militarymoneymanual.com/mentor
- One-time fee ($150 currently as of time of recording), no recurring charges,
- Full refund if not valuable
- Option to be referred to military-friendly CFP network if needed such as Military Financial Advisors Association (MFAA) or Military Tax Experts Alliance
Links Mentioned
- https://militarymoneymanual.com/mentor
- https://hellonectarine.com/r/military
- https://militaryfinancialadvisors.org
- https://militarymoneymanual.com/UMC3
Stop second-guessing and start implementing your financial plan today.
Book your one-hour military money mentor session today and walk away with a clear roadmap to your goals.
Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE!
If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com.
If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com.
I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3.
Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3.
The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.
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