In this episode, Brock speaks with Ryan Kilkenny. Ryan is the founder and CEO of Atomic Planning, a virtual retirement planning financial services company. Ryan is former Marine Corps and after a few years learning financial advising at Edward Jones started his own practice with a focus on retirement planning specifically. Expect to learn the must dos for your money while in the service, the differences between financial services companies like Edward Jones and starting your own practice, and how to use content as a way to differentiate yourself and your business.
Episode Resources:
Atomic Planning: https://www.atomicplanning.com/
Atomic Retirement Podcast: https://podcasts.apple.com/us/podcast/the-atomic-retirement/id1615155802
Show Notes:
00:00 Episode Introduction
01:10 Becoming a dad for the first time
06:18 Early starts in Marine Corps Aviation
13:40 The finances of a Marine Corps officer
18:18 Giving every dollar a name and financial education in the military
24:09 The most important heuristics for personal finance in the military
30:35 Discussing the benefits and drawbacks of the blended retirement system
35:56 Coaching junior marines on finances to sales at Edward Jones
41:24 Who working at Edward Jones is and isn't right for
44:42 What the future looks like for Edward Jones and leaving to start your own firm
51:36 Atomic Planning - Ryan's own practice
54:06 Defining a niche within the industry and speaking to a select audience
58:13 Content as a differentiator
01:06:55 "Why is money important to you?"
01:11:45 What can we learn from Ryan? Have a plan.
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The Scuttlebutt Podcast - The podcast for service members and veterans building a life outside the military.
The Scuttlebutt Podcast - The podcast for veterans starting, buying, and scaling businesses. Show host, Brock Briggs, talks with veteran business owners and operators about the specific tactics used in their business and how to apply them.
Get a free weekly breakdown of the tactics from the discussion at https://www.scuttlebuttpodcast.co/.
Follow along:
• Episode & transcript: https://www.scuttlebuttpodcast.co/79-retirement-planning-with-content-differentiation-with-ryan-kilkenny/
• Brock: https://www.brockbriggs.com/