About
The Veteran Finance Podcast delivers actionable weekly financial planning strategies to help Veterans optimize their money to build purpose past the 9-5. Host Erik Baskin, CFP®, CEPA®, MBA is an Air Force Academy Graduate turned financial planner and the founder of Baskin Financial Planning.
Creator
Erik Baskin, CFP®, CEPA®, MBA
host
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Episodes(3)
The Top 5 Most Impactful Personal Finance Books I've Ever Read | E78
In this episode, I talk about the top 5 most impactful personal finance books I've ever read that I would recommend you check out in the new year! Key Timestamps: 00:00 Intro and Top 5 Personal Finance Books Overview 00:51 Book 1: The Psychology of Money 02:05 Book 2: Your Money or Your Life 0
Investments That are Too Good to be True | E77
In this episode, I talk about red flags to look for in investments that are too good to be true, including three real life examples I've seen in my financial planning practice. Key Timestamps: 00:00 Introduction and Announcements 01:20 Core Principles of Sound Investing 02:20 Identifying Red Fl
The Most Tax-Efficient Ways to Give to Charity |E76
In this episode, I go through the three tax-efficient strategies for maximizing the value of your charitable giving. Key Timestamps: 00:00 – Intro 01:25 – Standard deduction explained 04:40 – Strategy 1: Bunching 05:46 – Strategy 2: Donor-Advised Funds 07:04 – Strategy 3: QCDs 08:41 – Recap &