Operation: Veteran Finance Garrett Sorensen, MBA, CFPⓇ

What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with your investment planning strategies.
 Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help Veterans ensure they accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

With the volatility in the market and inflation breaking 40 year highs, there is more and more talk of a pending recession. In this episode, Garrett breaks down how we define a recession, what it might mean for you, and what you can do when a recession comes.

Please be sure to check out our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements.

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Veterans who transition can often struggle to get a foothold in the civilian sector. This week, Garrett sat down to do Operation: Veteran Finance’s first in-person interview with Army Veteran and local Nashville Realtor, Chris Christian to discuss how he uses the VA and many other military benefits to his advantage to help find success.
 Please be sure to check out our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements.

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What separates the average investor from those that seem to be succeeding year after year with their finances? With talks of bear markets and a looming recession, how do some investors stay calm and ready to make the right moves during these times? For Garrett, it comes down to these four words; Psychology, Philosophy, Principal, and Planning. In this episodes, Garrett will break down each one of the four P's to finance, help you identify how these play into your financial life, and provide straightforward advice on how to help make changes so you can succeed with your financial mission no matter what is happening in the markets.

Please be sure to check out our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements.

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FIRE, or Financial Independence, Retire Early is a new topic more people are talking about. With headline titles discussing the great resignation, and more people realizing that they do not want the traditional retirement plan that their parents might have taken, we sat down with Army Veteran and CEO of OnTrajectory.com Tyson Kosak, to discuss more about what FIRE is and how it plays into the Military.

Please be sure to check out our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements.

Disclosures

With the recently announced changes to the Thrift Savings Plan website, Garrett wanted to dive into the 5 Things all service members must know about the TSP. Regardless if you have been investing in the TSP for years, or just started contributing, these are some of the most important aspects of the Thrift Savings Plan.

As always, please be sure to check out our website at www.OperationVeteranFinance.org so you can listen to all the other episodes, read the blog posts that may accompany the episode, and get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. 

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