There are four options you have when it comes to your TSP after you leave the military. Not all these options are equal, and some are just outright bad! In this episode, Garrett discusses what these options are and when you should consider them. Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other…

In this episode, Garrett answers 7 of the top money questions that he receives from Veterans. From veteran benefits, maximizing military retirement pay, and protecting yourself financially, Garrett dives into these questions and offers his advice to Veterans. Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to…

We often talk a lot about doing your own research when it comes to investing and finances. But, that is often easier said than done. I get a lot of questions from people asking where there should start when it comes to doing research for investments, planning, estate, and many other planning aspects. In this episode, we invited Jim Butler, Partner …

In the wake of the Silicon Valley Bank and First Republic Bank collapses, we are diving deep into what occurs when these institutions fail. In this special episode, Garrett discusses the risk involved in the types of investments these banks were holding and the inherent risk that Bank operations can have when dealing with your money. If you have qu…

Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you should consider for your legacy plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@mar…

Retirement is both exciting and scary for a lot of people. For far too many people, it is something that they have not planned on early enough or do not really know what it means to retire. In this episode, Garrett discusses the process for planning for retirement, some of the different types of retirement, and how to help you ensure you are buildi…

We are back! After a long break, Garrett is back with a very exciting episode, Investing 101. This is the 4th the episode to the Financial Planning 101 series. We hope you have enjoyed the other episode and will enjoy this one. We are nearing the end of our 101 series and will be back with more interviews, relevant topics, and advice for the Vetera…

What is protection planning? It's Garrett's cool way of making insurance seem cooler! In this episode, Garrett discusses some of the differences between certain insurances, when and why you should get insurance, and hopefully some things you haven't thought of to protect yourself. Please be sure to head over to our website at www.OperationVeteranFi…

Garrett is back with episode 2 of the financial planning 101 series. Budgeting and saving is the next block in creating your financial plan. Without these two essential pieces, most of the technical analysis in the plan will not be accurate. In this episode, Garrett discusses what type of budget you should use and how you should be saving. Please b…

Financial planning is an often overlooked aspect of someones financial life. However, the benefits the of having a financial plan should not be ignored. In this series, Garrett will discuss all the parts of creating a financial plan in depth to help you build your own. This is episode one of the financial planning 101 series; Financial Planning 101…

How and where would Garrett start his savings and investing journey if he had to start over today? In this episode, we take a look at the starting process and how to maximize the saving and investing journey to help ensure your financial future. Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other…

What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with you…

With the volatility in the market and inflation breaking 40 year highs, there is more and more talk of a pending recession. In this episode, Garrett breaks down how we define a recession, what it might mean for you, and what you can do when a recession comes. Please be sure to check out our website at www.OperationVeteranFinance.org to listen to al…

Veterans who transition can often struggle to get a foothold in the civilian sector. This week, Garrett sat down to do Operation: Veteran Finance’s first in-person interview with Army Veteran and local Nashville Realtor, Chris Christian to discuss how he uses the VA and many other military benefits to his advantage to help find success. Please be s…

What separates the average investor from those that seem to be succeeding year after year with their finances? With talks of bear markets and a looming recession, how do some investors stay calm and ready to make the right moves during these times? For Garrett, it comes down to these four words; Psychology, Philosophy, Principal, and Planning. In t…

FIRE, or Financial Independence, Retire Early is a new topic more people are talking about. With headline titles discussing the great resignation, and more people realizing that they do not want the traditional retirement plan that their parents might have taken, we sat down with Army Veteran and CEO of OnTrajectory.com Tyson Kosak, to discuss more…

With the recently announced changes to the Thrift Savings Plan website, Garrett wanted to dive into the 5 Things all service members must know about the TSP. Regardless if you have been investing in the TSP for years, or just started contributing, these are some of the most important aspects of the Thrift Savings Plan. As always, please be sure to …