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Hosted by Erik Baskin, CFP®, CEPA®, MBA · 🇺🇸 US · EN · 80 episodes
Established thought leaders with verified media credentials.
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.
Erik Baskin, CFP®, CEPA®, MBA hosts The Veteran Finance Podcast, a business show with 80 episodes published.
In this episode, I talk about why I am not recommending Trump Account contributions beyond any free money, and how to save for your kids instead. Key Timestamps: 00:00 Introduction and What Trump Accounts Are 03:56 Probl
In this episode, I talk about the Iran War and its' implications on markets and personal finance. Key Timestamps: 00:00 Introduction 01:47 How Markets React to Wars04:20 Oil, Inflation, and Interest Rates8:01 Personal
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 0
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 Ann
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 05:4
In this episode, I go through the three things that need to be true for it to make sense to keep your house as a rental property. Key Timestamps: 00:00 – Introduction 00:49 – 1. The Math 03:31 – 2. Qualitative Fit 05:2
In this episode, I discuss the basic principles of term insurance and why for most families it is the preferred method of life insurance over permanent insurance, SBP, and VGLI. Key Timestamps: 00:00 Introduction & why
In this episode, I discuss the art of the backdoor Roth IRA for high income earners. We walk through what it is, how to do it, and key mistakes to look out for. Key Timestamps: 00:00 Introduction to the Backdoor Roth I
In this episode, I dive into when it makes sense and does not make sense to refinance your mortgage when rates are falling. Key Timestamps: 00:00 Introduction: Is Now a Good Time to Refinance?00:55 Understanding Refinanc
In this episode, I dive into the provisions of the One Big Beautiful Bill Act (OBBBA) passed on July 4, 2025 and how it is likely to impact your tax bill this year and for the years to come. Key Timestamps: 00:00-Introdu
In this episode, I dive into the essentials of college savings, focusing on 529 plans and how to decide the best approach for your family. I cover the pros and cons, recent rule changes, and practical tips for making sma
Today, I talk about how the way you consume financial news can have a huge impact on your emotional state and your long-term success as an investor. I’ve noticed that most financial media today—especially TV and digital
I talk about the often misunderstood process of probate and why simply having a will isn’t enough to avoid it. Most people assume a will guarantees a smooth transfer of assets, but the truth is, many of those assets stil
Today, I explain that while a market correction - defined as a 10% or more drop - is never fun, it’s actually quite normal and often healthy. Historically, corrections happen every year or so, and the average recovery ti
I explore the S Corp election, a tax strategy that can help business owners—especially LLCs and sole proprietors—reduce self-employment taxes. When operating as an LLC or sole proprietor, all income is subject to self-em
I’ve noticed that many people don’t fully understand their home and auto insurance coverage, often just relying on default options or what the agent recommends. I want to highlight four common mistakes I see: (1) Having
I recently worked with a client on a tax planning strategy that perfectly illustrates the power of proactive financial planning. The client owned a rental property and was approaching the five-year deadline for the Secti
In this episode, I wanted to highlight the many benefits available to veterans with VA disability ratings, as I was surprised by how extensive they are during my own claims process. I go over key benefits, especially tho
In this episode, I break down the key changes we can expect in the 2025 Republican tax bill and what they might mean for you. With a Republican majority in Congress and President Trump back in office, major tax reforms a
I explore a common question I hear frequently: “Can my spouse quit their job?” Using a real-life client case study, I break down the financial and emotional considerations of transitioning to a single-income household. B
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The Veteran Finance Podcast is hosted by Erik Baskin, CFP®, CEPA®, MBA. The show is categorised under business (investing) and has published 80 episodes.
The Veteran Finance Podcast has published 80 episodes.
The Veteran Finance Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
The Veteran Finance Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Veteran Finance Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Veteran Finance Podcast average 13 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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