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İçerik Daniel Kopp and CFP tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Daniel Kopp and CFP veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Financial Education, Working for a Nonprofit, and Serving the Special Ops Community with Drew Stamp

48:18
 
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Manage episode 444327627 series 2948641
İçerik Daniel Kopp and CFP tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Daniel Kopp and CFP veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

I’m excited to welcome a friend and colleague who has a little bit different career track today. Drew Stamp serves as the Chief Operations Office for the Donovan and Bank Foundation - a, nonprofit organization that focuses on helping special operators transition to a life of peace, balance, and contentment.

We chat about Drew’s early personal finance experiences, how he learned he loved to teach and help other with financial literacy, what studying for the CFP exam was like even though he had never worked in a traditional job in financial planning before, and how he found his way to his current role. If you are interested in financial literacy and education, you might find some of his answers surprising.

With his wide range of experiences, Drew shares some incredibly practical advice born out of personal experience and the hundreds of briefings and thousands of hours of conversation. We could all benefit from his advice on how to better deliver financial education as well as advice!

Drew has the benefit of looking back over his many years of transition counseling and shares the common themes he sees including how important it is to have your own financial house in order and be prepared for the emotional, mental, and identity challenges that come with leaving the military experience.

Lastly, we chat about the changes and perceptions of current military members, if BRS has changed things from where Drew sees it, and what it means to work with the military population as they approach their career transitions. So here’s my interview with Drew Stamp.

https://www.linkedin.com/in/andrew-stamp/

https://www.donovanbank.org/

  continue reading

65 bölüm

Artwork
iconPaylaş
 
Manage episode 444327627 series 2948641
İçerik Daniel Kopp and CFP tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Daniel Kopp and CFP veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

I’m excited to welcome a friend and colleague who has a little bit different career track today. Drew Stamp serves as the Chief Operations Office for the Donovan and Bank Foundation - a, nonprofit organization that focuses on helping special operators transition to a life of peace, balance, and contentment.

We chat about Drew’s early personal finance experiences, how he learned he loved to teach and help other with financial literacy, what studying for the CFP exam was like even though he had never worked in a traditional job in financial planning before, and how he found his way to his current role. If you are interested in financial literacy and education, you might find some of his answers surprising.

With his wide range of experiences, Drew shares some incredibly practical advice born out of personal experience and the hundreds of briefings and thousands of hours of conversation. We could all benefit from his advice on how to better deliver financial education as well as advice!

Drew has the benefit of looking back over his many years of transition counseling and shares the common themes he sees including how important it is to have your own financial house in order and be prepared for the emotional, mental, and identity challenges that come with leaving the military experience.

Lastly, we chat about the changes and perceptions of current military members, if BRS has changed things from where Drew sees it, and what it means to work with the military population as they approach their career transitions. So here’s my interview with Drew Stamp.

https://www.linkedin.com/in/andrew-stamp/

https://www.donovanbank.org/

  continue reading

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