Josh and Brian Introductions

Summary:

In this episode, Joshua and Brian share their personal journeys from military service to becoming financial advisors. They discuss their backgrounds, experiences in the military, transitions to civilian life, and the challenges and successes they faced in starting their own businesses. They also talk about their decision to become financial advisors and the importance of finding fulfillment and happiness in their careers. In this conversation, Joshua and Brian discuss their journey into the financial advising industry and the inspiration behind starting the Wealth Warfare podcast. They also address common financial challenges faced by veterans and share their approach to financial planning and insurance. The conversation highlights the importance of building a solid foundation of protection and debunking misconceptions about financial advisors. They emphasize the goal of helping people and providing valuable information to listeners.

Takeaways:

• Transitioning from military service to civilian life can be challenging, but it also presents opportunities for personal and professional growth.
• Starting a business requires hard work, perseverance, and the ability to adapt to changing circumstances.
• Finding a career that aligns with your passions and values is essential for long-term fulfillment and happiness.
• Financial advisors can come from diverse backgrounds and bring unique perspectives to their clients. Financial advisors are not just for the wealthy; they can provide guidance and support to individuals at any financial stage.
• Building a solid foundation of protection, including proper insurance coverage, is crucial for any financial plan.
• Transitioning from the military can be challenging, but seeking support from fellow veterans and exploring VA benefits can help navigate the process.
• Financial planning is a chess game, and understanding the rules and strategies can help individuals make informed decisions about their financial goals.
• The Wealth Warfare podcast aims to provide educational content and advice to help individuals make better financial decisions.

Chapters:

00:00 Introduction and Disclaimer

02:05 Background and Journey to Military Service

13:02 Joining the Military and Ranger Battalion

19:02 Transition to Civilian Life and Starting a Business

25:07 Taking Over a Failing Business and Turning it Around

32:32 Transition to Financial Advisor and Building a Client Base

39:45 Background and Journey to Military Service

46:38 Joining the Military and Army Experience

50:03 Transition to Civilian Life and Career Change

50:56 Getting Involved in the Business51:54Transitioning to Health and Life Insurance

53:50 Meeting Matt and Starting Financial Advising

56:01 Meeting Matt and Building a Business Network

57:12 Building an App for the Hunting Business

58:40 Refinancing a House and Making Financial Decisions

59:40 Helping People Make Money and Save Money

01:01:39 Starting the Wealth Warfare Podcast

01:03:35 The Audience and Financial Strategies for Everyone

01:10:26 Common Financial Challenges for Veterans

01:11:24 Challenges of Transitioning from the Military

01:20:54 Memorable Consulting Success Story

01:28:45 Misconceptions about Financial Planning and Insurance