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Jamie has opened up his calendar to host 1 hour Military Money Mentor sessions. See his availability below:
In our 1 hour spent together, we can talk about a variety of money topics. It helps to have a wingman when talking about money. I'm happy to be that person for you. Topics for discussion can include:
- Anything related to your money and investments
- Keeping your investments low cost, automatic, diversified, and simple (LADS)
- Roth IRA vs Roth TSP vs Traditional IRA vs Traditional TSP questions
- USAA and Navy Federal Career Starter Loan questions
- Understanding your Thrift Savings Plan contributions and investments
- Financial independence
- Retiring early
- Exploring your silent money scripts
- Understand if you're over saving or over spending
- Military Lending Act and SCRA Credit Card Strategies
- Maximizing redemption of credit card points and miles
- Military Spouse Residency Relief Act (MSRRA) and SCRA state tax benefits
What you can expect from from me:
- To act in your best interests
- 100% confidential and private conversation
- I'll answer your burning money questions
- Advice tailored to your unique situation
- I'll send you a recap email afterwards with an actionable to-do list
Things I will never do during a call:
- No sales pitch
- No commissions
- No products pitched
- No recurring fees
- No indexed universal life insurance pitch
- No “infinite banking,” “tax loop holes,” or other BS
- No 1% assets under management fee
This is a simple transaction. You get 1 hour of my time on a call or video and I'll do some homework before the call. During that hour, I work only for you. I'll send you a follow up email summarizing what we talked about.
Most questions on achieving financial independence in the military I answer for free on the podcast or in my book. I give away most of the my content for free and I'm happy to do it. However, sometimes you need a bit more attention to your individual situation. That's why I make myself available in this one-on-one mentorship program.
If you're interested in booking time with Spencer, you can find his availability here.
In this post:
Who is Jamie?
Jamie is the co-host of the Military Money Manual Podcast.
Who is the ideal client?
What we can work on together:
How this Works
- Schedule a time with Jamie in the calendar above or below
- You'll fill out a quick questionnaire and Jamie might ask some questions ahead of time to best serve you.
- We'll meet on Google Meet videoconference or phone call once for up to an hour.
- After our call, I'll send you a recording of the call if you request it and a follow up email with actionable steps to take.
Frequently Asked Questions
Will you manage my money?
No. You'll pay me for my time and that's it. I won't manage any of your money.
How much does this cost?
$150 for a 1 hour session.
When is payment required?
Before our call, via the scheduling app above.
What's the catch?
There really isn't one. If you want me to offer you some personalized mentorship on your money situation, I'm happy to help. Otherwise, check out the podcast, book, course, and hundreds of hours of free resources I provide.
Do you offer any discounts?
No. I give away thousands of hours of content for free on my website, credit cards course, and podcast. I respond to most emails I receive and most instagram DMs for free.
Do you offer a refund?
Yes, no questions asked. If my hour of time was not valuable to you, let me know and I'll refund you your money. So far I have never had a refund requested.
Is this confidential?
Yes, 100% confidential and private.
What's your availability?
Use the scheduling app above. If there's no availability showing, I'm not available in the next 30 days. Check back in a week or so.