Podcast appearances and mentions of jj montanaro

With information overflow for Veterans, Servicemembers and their Families, we are blessed to have LTC (R) Joseph “JJ” Montanaro, Relationship Director, Military Advocacy Group at USAA join us for an enlightening episode about financial readiness. JJ breaks down some key USAA initiatives and pillars that support the entire family and help prepare them for life after service. In 1922, when 25 Army officers met in San Antonio and decided to insure each other's vehicles, they couldn't have imagined that their tiny organization would one day serve millions of members and become one of the only fully integrated financial services organizations in America. Visit usaa.com for more information. --- Send in a voice message: https://anchor.fm/yournextmission/message Support this podcast: https://anchor.fm/yournextmission/support

11 - 2-2022 Stephanie Muckey With Humana And JJ Montanaro With USAA - Medicare Advantage by Tommy G

How Veterans can maximize their Health benefits with Ed Sandrick and JJ Montanaro.The Director of Veterans Affairs Channel, Humana a retired Colonel and US marine talks about the Enrollment Period with the Military Relationship Director from USAA about this critical time period.MORE ABOUT ED SANDRICK: Ed Sandrick is the director of the Veteran Channel, Humana Strategic Alliances and has been with Humana for 18 years. He is also the point person for Humana's national veteran service organization partners, The Veterans of Foreign Wars (VFW) and American Veterans (AMVETS). Ed leads a team that is focused on developing and implementing Veteran outreach activities at the state and local level, primarily with and through Humana's Retail organization. Ed served as an active-duty infantry officer in the U.S. Marine Corps from 1970 to 1979. He retired from the Marine Corps Reserve in 2000, attaining the rank of colonel.  MORE ABOUT J.J. MONTANARO: Joseph "JJ" Montanaro is a CERTIFIED FINANCIAL PLANNER professional (CFP®). He is a native of Kansas City and earned his bachelor's degree from the United States Military Academy, West Point, New York. He also holds a Master of Science in Personal Financial Planning from Kansas State University. JJ is a member of the Financial Planning Association and a director on the USAA Military Advocacy team.  He has more than 25 years of experience in the financial services industry and joined USAA in 2002. Before entering the financial services industry, he served in the US Army for six years on active duty and in 2009 he retired as a lieutenant colonel in the United States Army Reserve.  JJ's daily focus has been to help families realize their goals and his advice has appeared in numerous outlets including the Wall Street Journal, USA Today, CNNMoney.com and the New York Times. He writes monthly personal finance columns for Military Spouse Magazine, American Legion Magazine and is a regular contributor to Military.com's personal finance section. More Information Go to - www.Humana.com/Medicare

How Veterans can maximize their Health benefits with Ed Sandrick and JJ Montanaro.The Director of Veterans Affairs Channel, Humana a retired Colonel and US marine talks about the Enrollment Period with the Military Relationship Director from USAA about this critical time period.MORE ABOUT ED SANDRICK: Ed Sandrick is the director of the Veteran Channel, Humana Strategic Alliances and has been with Humana for 18 years. He is also the point person for Humana's national veteran service organization partners, The Veterans of Foreign Wars (VFW) and American Veterans (AMVETS). Ed leads a team that is focused on developing and implementing Veteran outreach activities at the state and local level, primarily with and through Humana's Retail organization. Ed served as an active-duty infantry officer in the U.S. Marine Corps from 1970 to 1979. He retired from the Marine Corps Reserve in 2000, attaining the rank of colonel.  MORE ABOUT J.J. MONTANARO: Joseph "JJ" Montanaro is a CERTIFIED FINANCIAL PLANNER professional (CFP®). He is a native of Kansas City and earned his bachelor's degree from the United States Military Academy, West Point, New York. He also holds a Master of Science in Personal Financial Planning from Kansas State University. JJ is a member of the Financial Planning Association and a director on the USAA Military Advocacy team.  He has more than 25 years of experience in the financial services industry and joined USAA in 2002. Before entering the financial services industry, he served in the US Army for six years on active duty and in 2009 he retired as a lieutenant colonel in the United States Army Reserve.  JJ's daily focus has been to help families realize their goals and his advice has appeared in numerous outlets including the Wall Street Journal, USA Today, CNNMoney.com and the New York Times. He writes monthly personal finance columns for Military Spouse Magazine, American Legion Magazine and is a regular contributor to Military.com's personal finance section. More Information Go to - www.Humana.com/Medicare

The Blended Retirement System (BRS) Opt-in period is coming to an end. For many military Servicemembers, that means a decision has to be made. Are you staying in the Legacy System or are you opting into the BRS? In this show, I’m talking with JJ Montanaro from USAA to discuss what the military community needs to consider when making their BRS Opt-in decision.

Today Ellie and Bethany hop in the car on a road trip to meet JJ Montanaro to talk about planning for the future. On the way, they discuss saving money on travel—from road trips to International trips, there are a lot of great resources out there to help you. JJ suggests to have a plan when saving: Start Early, Start Small, and Stay Committed. He touches on deterrents to saving money, having a stash of cash for an Emergency Fund, long term goals like Retirement, home down payment, vacation, then moves onto having savings accounts earmarked for specific goals, what percentage should go into savings, what to look for when it comes to BRS. Once Ellie and Bethany get back to the Money Millhouse, they talk about their own savings goals, the importance of an Emergency Fund, and finish on why serving the Military is so near and dear to their hearts.

Today Ellie and Bethany hop in the car on a road trip to meet JJ Montanaro, a financial planner at USAA and Army Veteran, to talk about planning for the future. On the way, they discuss saving money on travel—from road trips to International trips, there are a lot of great resources out there to help you. JJ suggests to have a plan when saving: Start Early, Start Small, and Stay Committed. He touches on deterrents to saving money, having a stash of cash for an Emergency Fund, long term goals like Retirement, home down payment, vacation, then moves on to having savings accounts earmarked for specific goals, what percentage should go into savings, what to look for when it comes to BRS. Once Ellie and Bethany get back to the Money Millhouse, they talk about their own savings goals, the importance of an Emergency Fund, and finish on why serving the Military is so near and dear to our hearts.

There are a lot of initiatives out there focused on financial education. Remember back in January we spoke with Gina about Women's Money Week? One thing that I want to be doing more of is helping to raise awareness of these campaigns that already exist. In this bonus episode we talk with JJ Montanaro and Andrew Porch from USAA about Military Saves Week which is a part of America Saves Week.  We talk about what it is, the importance of this campaign, some success stories, and what USAA has done internally within their company (which is pretty cool). Even though the official week happened February 27th-March 4th you can still take the pledge through the end of March. I've taken the pledge, will you take the pledge with me?  For the complete set of show notes for this episode go to http://www.jenhemphill.com/militarysaves Be sure to continue to join us in more money conversations in our FREE community over here: http://www.jenhemphill.com/community  Enjoy this episode and want more? Be sure to subscribe and leave us a review on iTunes: https://itunes.apple.com/us/podcast/her-money-matters-money-talk/id1006403754  By you doing that will help us reach more women like you. It's easy, here is how: http://jenhemphill.com/how-to-subscribe-and-leave-a-review-on-itunes/

There are a lot of initiatives out there focused on financial education.  Remember back in January we spoke with Gina about Women’s Money Week?   One thing that I want to be doing more of is helping to raise awareness of these campaigns that already exist.  In this bonus episode we talk with JJ Montanaro and Andrew Porch from USAA about Military Saves Week which is a part of America Saves Week.     We talk about what it is, the importance of this campaign, some success stories, and what USAA has done internally within their company (which is pretty cool).   Even though the official week happened February 27th-March 4th you can still take the pledge through the end of March.  I’ve taken the pledge, will you take the pledge with me?     For the complete set of show notes for this episode go to http://www.jenhemphill.com/militarysaves   Be sure to continue to join us in more money conversations in our FREE community over here: http://www.jenhemphill.com/community     Enjoy this episode and want more?  Be sure to subscribe and leave us a review on iTunes:  https://itunes.apple.com/us/podcast/her-money-matters-money-talk/id1006403754    By you doing that will help us reach more women like you.  It’s easy, here is how:  http://jenhemphill.com/how-to-subscribe-and-leave-a-review-on-itunes/  

There are a lot of initiatives out there focused on financial education.  Remember back in January we spoke with Gina about Women’s Money Week?   One thing that I want to be doing more of is helping to raise awareness of these campaigns that already exist.  In this bonus episode we talk with JJ Montanaro and Andrew Porch from USAA about Military Saves Week which is a part of America Saves Week.     We talk about what it is, the importance of this campaign, some success stories, and what USAA has done internally within their company (which is pretty cool).   Even though the official week happened February 27th-March 4th you can still take the pledge through the end of March.  I’ve taken the pledge, will you take the pledge with me?     For the complete set of show notes for this episode go to http://www.jenhemphill.com/militarysaves   Be sure to continue to join us in more money conversations in our FREE community over here: http://www.jenhemphill.com/community     Enjoy this episode and want more?  Be sure to subscribe and leave us a review on iTunes:  https://itunes.apple.com/us/podcast/her-money-matters-money-talk/id1006403754    By you doing that will help us reach more women like you.  It’s easy, here is how:  http://jenhemphill.com/how-to-subscribe-and-leave-a-review-on-itunes/  

USAA’s Financial Readiness Tool Today we have Joseph “JJ” Montanaro on the show. JJ is a Certified Financial Planner with more than 20 years of experience in the financial services industry. His daily focus has been to help families realize their goals and his advice has appeared in numerous outlets including the Wall Street Journal, USA Today, […] The post 77 – JJ Montanaro a Certified Financial Planner with USAA about their new Financial Readiness Tool appeared first on Fire And Adjust with Ron Fugle.

Join us for all new episode of Military Life Radio. Not only are we catching up on what has been going on since our last show we are featuring the following guests:   Jim Knotts, CEO of Operation Homefront, shares how the new program Dove Men+Care and non-profit organization Operation Homefront are teaming up to launch the "Mission: Care" campaign, which helps military dads (and moms) make the journey from their base to their families to spend quality time with their children. Three hundred military families will be reunited this Fathers Day. www.dovemencare.com www.operationhomefront.net  JJ Montanaro from USAA joins us to talk about the advantages of 529s and how these plans can help finance your child’s college education. So pour that iced cold drink and join the conversation. Laugh, Learn, Relate