Running an RIA · Podcast

Ep 46: What do I do financially after leaving the military? - with James Williams-Willis

For advisors who work with veteran clients or are building a niche serving them, the episode covers how a planner can help with a complex financial puzzle and how experts can offer guidance without judgement.

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Summary

By the running an ria desk

This episode of Money on Your Mind features Michael Liersch talking with James Williams-Willis, an associate financial planner and former U.S. Army sergeant, about financial planning after leaving the military. They discuss veterans’ transition challenges and opportunities, VA disability ratings, support systems, and overcoming inertia in personal finance.

Veterans transitioning to civilian life have distinct financial challenges and opportunities to consider.
Williams-Willis saw during his Black Hawk unit service that even high-ranking military individuals had knowledge gaps and looked to experts for guidance without judgement.
The discussion covers support systems and opportunities to keep in mind as a veteran, VA disability ratings, and overcoming inertia in personal finance.
A financial planner can help veterans better understand their complex financial puzzle.

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