Financial Strategies for Veterans and Their Families
This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?
Rethink Your Money · Creative Planning, John Hagensen, Tony Favela
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Show Notes
This Veterans Day, we’re honoring military families and welcoming military veteran Tony Favela back to the show. A Chartered Financial Consultant® and a Managing Director and Partner at Creative Planning, Tony joins us to discuss the unique financial challenges veterans and their families face (as well as opportunities to look for!). We also explore how status and social influence affect finances before a taking a look at Roth accounts — do they really live up to the hype?