WKW 20: How a Soldier Became a Financial Planner with Jeff Rose

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Jeff Rose Profile picture

Jeff Rose, CFP and Author of Soldier of Finance

In this episode of the Well Kept Wallet podcast we have Jeff rose who went from being a soldier in the Army National Guard to becoming a Certified Financial Planner. He served in the military for 6 years and then decided to re-enlist for another 3 years because he enjoyed it so much. After he re-enlisted he was deployed to Baghdad, Iraq where he would be for the next 16 months. He recently wrote the book Soldier of Finance which is modeled on the Soldier’s Handbook, a book that is issued to all new U.S. Army recruits. Soldier of Finance is a no-nonsense, military-style training manual to overcoming financial obstacles and building lasting wealth.

What you will learn in this episode

  • How he went from being a college drop out to finding a career he loves
  • How a random internship turned to a career as a Certified Financial Planner (CFP)
  • How a blog helped him to reach over 100,000 people per month with sound money management advice
  • What motivated him to write the book Soldier of Finance

Quotes from Jeff Rose

The biggest thing about the military that I got was just the discipline. To just stay committed to something. It really gives you that ‘don’t quit’ attitude”

I love what I do because I truly, truly, truly help people.”

How to connect with Jeff

Website: GoodFinancialCents.com

Twitter: @jjeffrose

Youtube: Good Financial Cents


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4 COMMENTS

4 responses to “WKW 20: How a Soldier Became a Financial Planner with Jeff Rose”

  1. Jeff Rose says:

    Thanks so much for the interview!

  2. This is an awesome podcast. Thanks for sharing this. Jeff Rose is so impressive. This clearly shows that direction and determination, and not intention alone, can get you to your destination. I salute you, dear sir.

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