Episodes: 77
Frequency: Weekly
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Male
Listener location: USA
Publicly listed emails
wisestewardshipfp@gmail.com
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Daniel Kopp - Daniel Kopp is the host of the Military to Financial Planner podcast. He leverages his unique perspectives and career transition advice to help active duty, guard, reserves, and military spouses bu...
Clayton Quamme - Career Shifts, Personal Finance, Wealth-building, Financial Planning Careers, Salary Expectations, Transitioning Service Members
Russ Meyer - Financial Advice, Client Relationships, Behavioral Finance, Financial Planning Best Practices
Kate Horrell - Military Personal Finance, Career Transition, Entrepreneurship, Military Family Finances, College Planning
Ashley Quamme - Financial Therapy, Psychology Of Money, Relationships And Finance, Financial Behavior, Client Empathy
Greg Young - Financial Services Careers, RIA, Military/government/educator Focus, Sales Culture, Education, Side Hustles, Firm Growth
Profession vs. Industry: The Future of Financial Planning with Dr. Daniel Yerger
October 19, 2026
I'm thrilled to welcome Dr. Daniel Yerger back to the Military to Financial Planner Podcast for a conversation the two of us have been having offline for quite a while. What separates the financial planning profession from the broader financial industry, and where are we headed? Daniel draws a clear line. Financial planners ground everything they do in the planning process, from discovery and analysis through recommendations and ongoing monitoring, while much of the industry still operates by...
Navigating the Financial World with Doug Longo: From Marine Corps to Investment Strategies
October 09, 2026
In this episode of the Military to Financial Planner Podcast, I sit down with Doug Longo to explore his unique journey from his time in the Marine Corps to his established career in the financial industry, specifically within Dimensional Fund Advisors. Doug provides a fascinating glimpse into his transition from military to civilian life, sharing how his experiences and personal network played pivotal roles in shaping his career path. He highlights the virtues of being a veteran in the financ...
Taking Steps Back to Move Forward: Exploring Career Shifts with Clayton Quamme
July 09, 2025
I'm thrilled to welcome Clayton Quamme to today's episode of Military to Financial Planner! Clayton shares his fascinating career journey, starting with an unexpected gift—a personal finance book from his mom—back when he was 16. It sparked his lifelong passion for personal finance and wealth-building. From his time in Army ROTC to an influential moment in college that solidified his career path, Clayton recounts how these early experiences shaped his focus on becoming a Certified Financial P...
The Kuderna Podcast · Medium booking difficulty · 100 - 1,000 listeners
NoBS Wealth® · Low booking difficulty · 100 - 1,000 listeners
Paisa Vaisa with Anupam Gupta · Medium booking difficulty · 100 - 1,000 listeners
Military to Financial Planner Podcast is hosted by Daniel Kopp. Its publicly listed email is wisestewardshipfp@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Military to Financial Planner Podcast: wisestewardshipfp@gmail.com.
Podseeker estimates Military to Financial Planner Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Military to Financial Planner Podcast typically books working professionals with real expertise. Typical guest background: Certified Financial Planner (CFP), Licensed Therapist, Military Veteran, Entrepreneur, Author, Financial Advisor. Common among recent guests: Founded financial planning firms; Authored books on military finance; Certified Financial Planner (CFP). Recent guests include Clayton Quamme, Russ Meyer, and Kate Horrell.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Financial Planning, Military Transition, Career Change, Personal Finance, and Financial Advice. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
wisestewardshipfp@gmail.com
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