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Sheepdog Podcast Episode 8: Living a lemonade life with Zach Friedman

Zack Friedman is the author of The Lemonade Life and the founder and CEO of Make Lemonade, a leading personal finance company that empowers you to live a better financial life. Zack is a sought after speaker, writer for Forbes, and has an extensive and  impressive professional resume. Zack has degrees from Harvard, Wharton, Columbia, […]

Sheepdog Podcast Episode 7: Life and health insurance

Sa El got started with insurance when his grandmother passed away from cancer and did not have any life insurance.  He is the Co-Founder of Simply Insurance and a licensed life & health insurance agent with over 11 years of experience.   Sa’s goal is to give accurate insurance education along with an easy insurance buying process. […]

Sheepdog Podcast Episode 6: Having the talk.

When’s the last time you sat your parents down and talked to them about their money? If you’re like most people, it probably hasn’t happened yet and you probably have no plan for it to happen in the near future. Talking to your parents about their savings, their will, their hopes for what happens when […]

Sheepdog Podcast Episode 5: Help with the Survivor Benefit Plan.

Kate Horrell is a nationally recognized leading expert in the Survivor Benefit plan. She is a military spouse, mom and wife.  She loves speaking about military specific financial topics and educating fellow servicemembers and spouses on ways to achieve financial success.  Kate educates the public through her writing.  She has written 2,200 blog posts for  […]

Sheepdog Podcast Episode 4: The Blended Retirement System

In our fourth episode of the sheepdog financial podcast we do a deep dive into the blended retirement system.  One of the key benefits of the military is the retirement.  The retirement system used to be a simple 20 years and out pension.  The National Defense Authorization act of 2016 changed that and created a […]

Sheepdog Podcast Episode 3: Transition and landing on your feet

In our third episode of sheepdog financial podcast we have one of the nation’s leading experts in career transition for veterans and public service professionals. Matthew J. Louis is a graduate of West Point and retired Lieutenant Colonel, having spent more than 25 years in uniform and 20 years in the corporate world. Today he […]

Sheepdog Podcast Episode 2: Buying a home

In the second Sheepdog financial podcast we have Erica Anderson. Erica is the owner and broker of Team Anderson Realty located in Holly Springs. Erica is an expert in buying and selling real estate. Listen as she talks about some of the local and national trends affecting home buying. Then gives good advice on how […]

Sheepdog Podcast Episode 1: Health insurance for military members

In our first episode of Sheepdog financial podcast we have Danielle Roberts a nationally known expert on Medicare and Health insurance. Danielle is the co-owner and vice president of Boomer Benefits a Texas based insurance agency specializing in Medicare-insurance related products. Her agency ranks among the top national medicare supplement producers for Blue Cross/Blue Shield, […]

Tax Cuts and Jobs Act

The new tax law, commonly called the “Tax Cuts and Jobs Act,” is the biggest federal tax law change in over 30 years. Below are some significant changes affecting individuals.   Tax provisions that were eliminated: Personal exemption deductions are Phase-out of itemized deductions based on adjusted gross income (AGI) is Itemized deduction for home […]

Set your TSP investments on autopilot to reach your retirement

Common questions I get from clients regarding their TSP is; Which funds should I be invested into? How many should I spread my money across? Is there an easier way to do this? The TSP is great in that it automatically withdraws funds from your pay, almost without you seeing it.  Additional funds are added […]