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EPISODE 46
 

What do I do financially after leaving the military?


A financial planner and U.S. Army, former Sgt. talks opportunities and support systems to consider.


published: November 11, 2026

 

 

Veterans transitioning to civilian life from military service have their own financial challenges and opportunities to consider. In those moments, Associate Financial Planner and U.S. Army, former Sgt. James Williams-Willis enjoys helping veterans plan for what's next. While serving in a Black Hawk unit, James saw firsthand how even high-ranking military individuals had knowledge gaps—and how they looked to experts for guidance without judgement.

James joins Michael Liersch to talk about how a financial planner can help you better understand your complex financial puzzle. They also discuss the support systems and opportunities to keep in mind as a veteran, VA disability ratings, and how to overcome inertia in personal finance.

 

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced November 2026. AM6097588


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Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.