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Military to Financial Planner Podcast

Daniel Kopp, CFP

Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultima... more

PublishesTwice monthlyEpisodes75Founded5 years ago
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BusinessCareersEntrepreneurship

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Artwork for Military to Financial Planner Podcast

Latest Episodes

I'm thrilled to welcome Clayton Quamme to today's episode of Military to Financial Planner! Clayton shares his fascinating career journey, starting with an unexpected gift—a personal finance book from his mom—back when he was 16. It sparked his lifel... more

Welcome to a special bonus episode of the Military to Financial Planner Podcast! I'm Daniel Kopp, and today I'm joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We're diving deep into "Advice That Sticks: H... more

I was thrilled to have my longtime friend and colleague Kate Horrell join me on the podcast. We've known each other for years—through mastermind groups and the broader military financial community—and I've always admired the work she does to support ... more

In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I've admired for a long time, and this conversation is packed with powerful insight... more

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Reviews

5.0 out of 5 stars from 22 ratings
  • Finally found a transition specific podcast

    I was scouring podcasts looking for the right one to help me transition to life as a financial planner. These guys give amazing advice with the details you need to get started. Keep up the great work!

    Apple Podcasts
    5
    Moreno Fam
    United States2 years ago
  • Great content and focus

    Once I retire from the Coast Guard, I want to help others with financial matters. This second career is fairly intimidating, and I’m learning so much from Daniel and Forrest.

    Apple Podcasts
    5
    1234M1234
    United States3 years ago
  • Greatly appreciated

    Thanks for this podcast; I’m learning a tremendous amount

    Apple Podcasts
    5
    NavySteve87!
    United States3 years ago
  • Great podcast for everyone transitioning into financial planning!

    I’m transitioning careers from active duty army to becoming a financial planner. I’ve listened to every episode of this podcast so far and it helps set expectations and provides a roadmap to follow with great stuff to think about along the way that I never would’ve known without it. Highly recommend it for everyone considering becoming or also on the path to becoming a financial planner! Thanks, guys!

    Apple Podcasts
    5
    dhgddbn
    United States4 years ago
  • Great resource!

    I was already far into my career change when I discovered this podcast but still find very useful information in the episodes I gotten through this far. Keep it up gents!

    Apple Podcasts
    5
    JedTheHumaniod
    United States4 years ago

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1. The Diary Of A CEO with Steven Bartlett

How many episodes of Military to Financial Planner Podcast are there?

Military to Financial Planner Podcast launched 5 years ago and published 75 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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