Military Retirement Planning 2-3 Years Out with Omen Quelvog
Автор: Military Money Manual
Загружено: 2026-02-16
Просмотров: 111
Описание:
Did you know your military pension is worth over $1 million? Most service members approaching retirement don't realize they're already work optional - and that changes everything about the decisions you should be making right now.
In this episode, retired Marine and CFP Omen Quelvog reveals why the highest-paid contractor job might be the worst choice for your future, how to discover what you're actually curious about (not just good at), and why you need to attend TAP twice. Plus: the new TSP Roth conversion opportunity that could save you hundreds of thousands in taxes.
Key Topics Covered
Transition Planning
Financial Strategy
TSP Roth Conversions
Career & Lifestyle
Finding Financial Help
Resources & Links
• Military Financial Advisors Association (MFAA) - Fee-only CFPs with military background https://militaryfinancialadvisors.org/
• Fee-Only Network - Directory of fee-only advisors https://www.feeonlynetwork.com/
• Nectarine - Book CFP consultations https://www.hellonectarine.com/
• TSP Roth Conversion Calculator https://www.tsp.gov/
Connect with Omen:
• Fororer Wealth Management - Omen's fee-only financial planning practice https://4myndr.com/
• The Fiscal Foxhole Podcast - Omen Quelvog & Rob Moore https://fiscalfoxhole.com/
Spencer and Jamie offer one-on-one Military Money Mentor (https://militarymoneymanual.com/mentor) sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor (http://militarymoneymanual.com/mentor)
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Learn how active duty military, military spouses, and Guard and Reserves on 30+ day active orders can get your annual fees waived on premium credit cards in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3 (https://militarymoneymanual.com/umc3)
If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon (https://amzn.to/3AFNI90) or at shop.militarymoneymanual.com (https://shop.militarymoneymanual.com/) .
Want to be confident with your TSP investing? Check out the Confident TSP Investing course at militarymoneymanual.com/tsp (https://militarymoneymanual.com/tsp) to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE!
If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual ( / militarymoneymanual ) .
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