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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Welcome to Widow Life and Money, where Certified Financial Planner and Financial Therapist, Daniel Kopp, discusses the intersection of widowhood, faith, and finances. His passion is helping younger widows gain clarity and confidence in their financial lives. Want even more resources and information on how to make better financial decisions along your grief journey? Go to www.wisestewardshipfp.com where you’ll find many helpful topics designed for widows. While there, you can also schedule a ...
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Something Wicked

Something Wicked

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Something Wicked is an investigation into one of the most interesting cases in criminal history. One that seems simple but is most definitely not. facebook.com/somethingwickedpodcast facebook.com/knightfallstudios twitter - @wickedpdcst For fans of true crime, ID, mystery, fiction, radio plays, fans of shows like serial, tanis, the black tapes, limetown, welcome to nightvale, and my favorite murder, and of course fans of slightly silly re-tellings of Shakespeare's greatest plays. Cast: Matte ...
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Welcome to the weekly Sunday message audio podcast for Blackhawk Church in Madison, where our mission is to build a loving community that follows Christ in order to reach a community that is lost without Him. Visit us at blackhawk.church.
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Learn more about the Meta-Analysis Academy: https://m.metaanalysis.academy/nswz On MetaCast #24 we host Dr. Eduardo Padrão, a Clinical Fellow in Pulmonary and Critical Care at Harvard's Massachusetts General Hospital*. A former Chief Resident from Brazil's USP*, Dr. Padrão undertook a second medical residency in the U.S. His career is distinguished…
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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 m…
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Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favori…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In episode #23 of MetaCast, we're honored to host Andrew Bagdasarian, Ph.D., a distinguished Postdoctoral Research Fellow at the MGH/HST Martinos Center for Biomedical Imaging, part of Massachusetts General Hospital and Harvard Medical School. Dr. Bagdasarian is a pioneering translat…
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I was thrilled to have my longtime friend and colleague Kate Horrell join me on the podcast. We’ve known each other for years—through mastermind groups and the broader military financial community—and I’ve always admired the work she does to support military families through education and advocacy. In this episode, Kate shares her incredible journe…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the #22 episode of MetaCast, we welcome Dr. Tiago Koppe, a physician-scientist specializing in hematology research at Harvard Medical School/ Boston Children's Hospital. Originally from Porto Alegre, Brazil, Dr. Koppe pursued an unconventional career path, finishing his MD-PhD bef…
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In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I’ve admired for a long time, and this conversation is packed with powerful insights into the intersection of psychology, relationships, and personal finance. Ashley shares her unique…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the #21 episode of MetaCast, we welcome Dr. Rafael Ayala, a cardiac surgeon from El Salvador now practicing in Germany. He shares his remarkable journey from a working-class upbringing to training at top German institutions, overcoming language, cultural, and academic barriers alo…
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In Episode 57 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, and co-host Vekevia Tillman-Jones, CFP®, MBA, go deep into what happens when an investor sells a rental property that previously had a cost segregation study performed. They explain the tax concepts, how depreciation recapture works, and the questions every real esta…
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In Episode 55 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, provides a practical roadmap to help rental property investors prepare for the next economic downturn. While no one can predict exactly when a recession will hit, Cynthia shares how to proactively anticipate what you’ll do if a tenant pays late (or not at all), stren…
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In Episode 56 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, sits down with Becky Noss, financial planner and founder of Healthy Wealth, to explore the unique tax advantages available to military homeowners. Becky breaks down how military families can use Section 121 of the tax code—the capital gains exclusion for the sale of …
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In MetaCast #20, Dr. Rhanderson Cardoso welcomes Dr. Daniel Marcusa, cardiology fellow at Brigham and Women’s Hospital, Harvard Medical School. Dr. Marcusa brings a unique blend of clinical excellence, leadership experience, and thoughtful reflection on academic culture. His journey …
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I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation. In our wide-ran…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the 19th episode of MetaCast, Dr. Rhanderson Cardoso welcomes two outstanding IMGs from India: Dr. Mangesh Kritya, currently a research fellow at Houston Methodist, and Dr. Mir Wajid, a junior resident at VMMC and Safdarjung Hospital. Just one year after graduating medical school,…
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In Episode 54 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®,MBA, walks rental real estate investors through the second part of our deep dive into IRS Schedule E—focusing on understanding expense categories and depreciation. Whether you’re preparing your real estate numbers to share with your tax preparer or want to understand how y…
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I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His focus is on working with those in the real estate community so we spend a lot of time talking about that type of expertise, the planning and tax considerations for that niche, compliance considerations, and b…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the 18th episode of MetaCast, Dr. Rhanderson Cardoso chats with Dr. Ronaldo Correa, a Brazilian physician who completed his residency at the prestigious UPMC and now practices as a hospitalist (nocturnist) at Brigham and Women’s Hospital in Boston. Together, they dive deep into th…
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In Episode 53 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, takes a break from real estate investing topics to address a common concern - stock market volatility. Whether you’re saving for retirement, planning a major purchase, or simply want to make smarter investment decisions, this episode will help you navigate market unc…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the episode #17 of MetaCast, we welcome Dr. Javed Sheikh, a radiology fellow at Brigham and Women’s Hospital in Boston. Originally from Mumbai, India, Dr. Sheikh completed his medical training and radiology residency before embarking on the Alternative Pathway to practice in the U…
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I’m excited to welcome Ryan Guina on the podcast today. He is the founder of the Military Wallet, one of the longest running and most respected personal finance websites focused on the military audience. Ryan served over six years in the United States Air Force as an aircraft mechanic, then joined the Air National Guard in 2014 after an 8.5-year br…
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In Episode 52 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Phillip Hulme, CFP®, MBA, founder of Stars and Stripes Financial Advisors, about how military service members can use real estate as a powerful wealth-building tool. Whether you’re in the military or a veteran looking to grow your real estate portfolio, th…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the episode #16 of MetaCast, we receive Dr. Enrico Ferro, an Electrophysiology Fellow at Beth Israel Deaconess Medical Center and a Medical Officer at the U.S. Food and Drug Administration. Born and raised in Italy, Dr. Ferro embarked on a remarkable journey to the United States t…
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In this episode, Vekevia Tillman-Jones dives into one of the most important tax forms for real estate investors—Schedule E. If you own rental properties, understanding how rental income is classified and reported can help you maximize tax efficiency and avoid costly mistakes when working with your tax preparer. She breaks down when to use Schedule …
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I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no judgement financial advice for First Gen wealth builders in their 30s and 40s. I invited Valerie on the podcast to help share her story of overcoming lots of barriers including race, family of origin, education, cl…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the episode #15 of MetaCast, we welcome Ana Clara Tolentino, PhD, a dedicated nurse who successfully transitioned into the role of a Medical Science Liaison. Originally from Rio de Janeiro, Ana Clara shares her inspiring story of pursuing a nursing degree at UFRJ, gaining broad cl…
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The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
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Learn more about the Meta-Analysis Academy: https://is.gd/BM9Xdm. In the 14th episode of MetaCast, we have the privilege of hosting Renata Prôa, a trailblazing researcher whose interdisciplinary journey spans neuroscience, data science, and public health. Renata is a Data Scientist at Hospital Albert Einstein (Brazil), a Master’s student in Public …
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In this episode, Vekevia Tillman-Jones jumps into one of the biggest financial concerns for parents—how to afford the rising cost of college. She breaks down how 529 plans work, the tax benefits, and what to do if your child doesn’t end up using the funds for higher education. This week on Real Life Planning Podcast: 💡 How much does college really …
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