Financial Advisors Want to Know: The Benefits of Paraplanning - Ep 19: Brandon Lovingier
Welcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall. I'm a CPA over at Dominion Enterprise Services. We're a specialty tax and accounting firm that works for financial advisors. And on today's episode, I have Brandon Lovingier.
He's the AKA the enlisted money guy. He's an army veteran with over 18 years of service, including deployments to Iraq and Afghanistan. And after a period of financial missteps, he and his wife became debt-free and started building wealth. He launched his blog, Enlisted Money, which helps fellow service members avoid similar mistakes. He earned his CHFC in 2022 and is among the first MQFP designation holders. speaker at Mill Money Con. He is dedicated to mentoring others on their financial freedom journey. And we connected after a podcast that he was on and had a great conversation about paraplanning and what advisors should know about that. And that's some work that he's involved with. So today's episode, we're going to be talking about paraplanning and how you can get that into your practice and benefits that you've been seeing from advisors using it in terms of tax planning, workflow, prep, that sort of thing. So thanks for joining me on today's show.
Brandon Lovingier, ChFC®, MQFP® aka The Enlisted Money Guy™, is an Army veteran with over 18 years of service, including deployments to Iraq and Afghanistan. After a period of financial missteps, he and his wife became debt-free and started building wealth. Brandon launched his blog, Enlisted Money, to help fellow service members avoid similar mistakes. He earned his ChFC® in 2022 and is among the first MQFP® designation holders. A speaker at MilMoneyCon, he is dedicated to mentoring others on their financial freedom journey.
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