Jill on Money with Jill Schlesinger Reset After Military Career
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Jul 9, 2025 Transitioning from a 30-year military career can be daunting. The discussion highlights the importance of financial planning for retirement, including navigating military pensions and disability ratings. Personal stories reveal family support's crucial role, especially for education funding through the GI Bill. The complexities of real estate sales and tax implications are examined, alongside financial strategies for home renovations and managing inherited assets. Emphasizing the need for comprehensive planning, the value of seeking support during these life changes is also stressed.
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Life Insurance Secures Family Futures
- Life insurance is foundational to financial security and protects loved ones from future risks.
- Easy access to affordable policies simplifies establishing a strong financial safety net.
Cancer Survivor's Financial Impact
- Sam is a five-year survivor of stage 3A rectal cancer with ongoing health impacts.
- His military disability rating affects additional pension benefits and financial planning.
Optimize Education Funding
- Use 529 plans strategically for educational expenses across multiple children.
- Maximize GI Bill advantages for in-state tuition and saved months across siblings.