Financial Planner

Published: Nov. 4, 2019, 2 a.m.

b'About this Episode\\nArmy Veteran Grant Montgomery transitioned into to financial planning with Infinitas. Grant served just over 20 years as a Field Artillery Officer and enjoyed his career.\\xa0 He finished in a ROTC role working with cadets which re-energized him. Grant always had a passion for financial planning and started his own investing at age 18.\\nKey Points of Discussion\\n\\n \\tGetting to know Grant Montgomery\\n \\tGrant\\u2019s experience in the Army\\n \\tFinancial Planning\\n \\tInfinitas as an independent operator\\n \\tGetting to know people\\n \\tNavigating different situations and various variables.\\n\\n\\xa0Key Milestones of this Episode\\n\\xa0[01:51]\\xa0 Getting to know Grant\\n\\n\\xa0[03:45]\\xa0 Interest in Financial Planning\\n\\n\\xa0[06:18]\\xa0 Grant\\u2019s transition from the Army\\n\\n\\xa0[07:10]\\xa0 Joining the financial planning world\\n\\n\\xa0[15:09]\\xa0 Analysis of Military Retirement vs. Insurance\\n\\n\\xa0[19:50]\\xa0 Different variables and situations\\n\\n\\xa0[25:31]\\xa0 Looking through a different lens\\nKey Quotes by Grant Montgomery\\n\\n \\t\\u201cMy love for financial planning started at the age of 18 when I invested my life savings in a mutual fund.\\u201d\\xa0\\n \\t\\u201cI\\u2019m a gear head, I love to work on cars.\\u201d\\n \\t\\u201cWe do look really deep into everyone\\u2019s personal and family situation since there are so many variables.\\u201d\\n \\t\\u201cEveryone is unique and we need to account for those in the planning process.\\u201d\\n\\n\\n\\nFor a website address that will make you stand out, we highly recommend choosing a .US domain. .US is easy to remember and connects your cause or business with the country you\\u2019ve served. Reserve your .US domain name and website builder for just $1 at\\xa0www.launchwith.US.\\n\\n\\n\\xa0\\n\\n\\n\\nAbout Our Guest Grant Montgomery\\nGrant truly loves being able to add financial value to family goals and improve their lives. He helps executives, professionals, business owners, military service members, and military veterans achieve their financial goals. People come to him\\xa0 for direction with anything that affects them financially. Clients rely on Grant to guide them with their financial decisions. Managing your own finances has many emotional facets to it, and due to this, you may prefer to work with a professional. Carefully consider what level of risk you are comfortable with.\\n\\nAs a decorated Army Veteran, Grant Montgomery is very proud of his service and selfless service and sacrifice of so many others for our great nation. His wife, Christina, and their three children keep him grounded with what really matters in life.\\nConnect with Grant\\nLinkedIn\\nAbout Our Sponsor\\nVeteran entrepreneurs like you need a website address that will stand out. For a website address that will make you stand out, we highly recommend choosing a .US domain. .US is easy to remember and connects your cause or business with the country you\\u2019ve served. Reserve your .US domain name and website builder for just $1 at\\xa0www.launchwith.US.\\n\\nTo hear more about Grant\\u2019s success, download this episode now.\\n\\nDon\\u2019t forget to leave us a 5-star rating and review if you enjoyed the show. We would love to hear from you!\\n\\nDownload Joe Crane\\u2019s Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470.\\xa0\\xa0\\n\\nJoin the Veteran on the Move on Facebook!\\n\\nCheck out Veteran on the Move on Facebook to connect with our guests! It\\u2019s a great place where you can stay in touch with other veterans who are transitioning to entrepreneurship.\\xa0 Get updates and free gouge on the people, programs and resources to help you in your transition to entrepreneurship.\\n\\nVeteran On the Move podcast has published over 250 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane . The podcast features people, programs and resources to assist veterans in their transition to entrepreneurship.\\xa0 As a result, Veteran On the Move has over 1,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.'