227. Money Management for Military Members
On this episode of CFO at Home, Vince's guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising career. Vince and Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more about Brian and the services he provides, check him out at pultrofinancialmanagement.com Key Topics: 00:00 Introduction and Welcome 01:21 Brian's Military Background 03:08 Transition to Financial Advisor 05:38 Behavioral Finance and Military 09:46 Financial Education in the Military 12:46 Investment Strategies and Advice 23:13 Services Offered by Pultro Financial Management 24:31 Conclusion and Final Thoughts Key Links Simple Wealth Inevitable Wealth - 25th anniversary edition Pultro Financial Management Brian Pultro - LPL Financial | LinkedIn Brian Pultro - Pultro Financial Management | Facebook Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500