Optimizing Military Retirement: Strategic Financial Planning & Asset Mapping
In this office hours session, we dive into detailed discussions on upgrading to the Elite subscription of Asset Map for better customer support and customized data gathering. We explore how to utilize Asset Map tools for military retirement planning, including creating specific target maps and utilizing discovery forms. The session features insights on replacing traditional financial goals with actionable systems, the importance of health in wealth management, and the pitfalls of common retirement planning strategies. Join us as we strategize on maximizing the value of a military pension and discuss upcoming live webinar sessions and office hours.
00:00 Introduction and Initial Setup
00:02 Upgrading to Elite Subscription
01:03 Discovery Forms and Customization
03:20 Target Maps and Tools Overview
08:34 Office Hours and Team Updates
11:01 Moving to Ohio and Networking
13:45 Office Hours Structure and Topics
21:21 Financial Planning Philosophy
27:23 Military Retirement and Wealth Strategy
38:20 Survivor Benefit Plan (SBP) Analysis
45:31 Webinar Presentation Strategy
47:48 Conclusion and Next Steps
