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Helping veterans and military with financial planning

Nationwide Financial

NOVEMBER 10, 2022

Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. There are also tax benefits that military members can take advantage of. This information is general in nature and is not intended to be tax, legal, accounting or other professional advice.

Financial Planning 52
Financial Planning Planning Education Clients 52
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Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

RITHOLTZ: That’s more counseling than it is financial advice. SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right.

Accounting 130
Accounting Numbers Budgeting Financial Counseling 130
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