• Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger

  • 2024/08/14
  • 再生時間: 40 分
  • ポッドキャスト

Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger

  • サマリー

  • In this podcast episode, I sit down with Mike Hunsberger to learn more about his career journey across an Air Force career and launching his own RIA, Next Mission Financial Planning. He shares about his early experiences with being sold permanent life insurance and high fee mutual funds which led him to get more interested in personal finance. Thanks to many years of his own good financial decisions, including building lots of spreadsheets to analyze his own military career analysis, gave him options to consider financial planning as a second career.

    As part of his exportary foray, Mike learned about XY Planning Network and came to their conference in 2019 where he met many other like-minded folks that ultimately started MFAA. It solidified his decision to make the leap and he finished his CFP coursework not long after from the American College thanks to their veteran scholarship program. When he passed the CFP exam and launched his firm, Mike shares how he felt like he had realistic expectations but even they were too lofty at first. I appreciate how he shared about the struggles to market to clients in those first few years.

    We also dive deeper into the world of college planning as Mike has expertise in that planning area including integrating military benefits into paying for college. Mike talks about his process for clients and the tools and techniques he uses to help them make the best decisions for their families. This is one of the most emotionally charged topics in financial planning so you won’t want to miss his expertise!

    https://nextmissionfinancialplanning.com/

    https://www.linkedin.com/in/mike-hunsberger/

    https://ronlieber.com/books/the-price-you-pay-for-college/

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あらすじ・解説

In this podcast episode, I sit down with Mike Hunsberger to learn more about his career journey across an Air Force career and launching his own RIA, Next Mission Financial Planning. He shares about his early experiences with being sold permanent life insurance and high fee mutual funds which led him to get more interested in personal finance. Thanks to many years of his own good financial decisions, including building lots of spreadsheets to analyze his own military career analysis, gave him options to consider financial planning as a second career.

As part of his exportary foray, Mike learned about XY Planning Network and came to their conference in 2019 where he met many other like-minded folks that ultimately started MFAA. It solidified his decision to make the leap and he finished his CFP coursework not long after from the American College thanks to their veteran scholarship program. When he passed the CFP exam and launched his firm, Mike shares how he felt like he had realistic expectations but even they were too lofty at first. I appreciate how he shared about the struggles to market to clients in those first few years.

We also dive deeper into the world of college planning as Mike has expertise in that planning area including integrating military benefits into paying for college. Mike talks about his process for clients and the tools and techniques he uses to help them make the best decisions for their families. This is one of the most emotionally charged topics in financial planning so you won’t want to miss his expertise!

https://nextmissionfinancialplanning.com/

https://www.linkedin.com/in/mike-hunsberger/

https://ronlieber.com/books/the-price-you-pay-for-college/

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