On this episode of CFO at Home, Vince's guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising career. Vince and Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more about Brian and the services he provides, check him out at pultrofinancialmanagement.com

Key Topics:

• 00:00 Introduction and Welcome

• 01:21 Brian's Military Background

• 03:08 Transition to Financial Advisor

• 05:38 Behavioral Finance and Military

• 09:46 Financial Education in the Military

• 12:46 Investment Strategies and Advice

• 23:13 Services Offered by Pultro Financial Management

• 24:31 Conclusion and Final Thoughts

Key Links

• Simple Wealth Inevitable Wealth - 25th anniversary edition

• Pultro Financial Management

• Brian Pultro - LPL Financial | LinkedIn

• Brian Pultro - Pultro Financial Management | Facebook

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500