In this episode of the "GenWLTH Podcast," host Judy Robins interviews Dee Meyers, a U.S. Army veteran and financial educator. Dee shares her journey from military intelligence and federal service to empowering others through financial education. The discussion highlights the lack of financial literacy training in the military, common pitfalls with retirement plans like the TSP, and the importance of understanding investment options. Dee emphasizes overcoming fear and shame around money, and introduces educational events to help individuals—especially women—gain financial confidence and security. The episode encourages listeners to take charge of their financial futures.
Dee’s Military Career (00:04:01) Dee describes her 22-year Army career, roles in military intelligence, and experience as a drill sergeant.
Transition to Teaching and Retirement (00:05:34) Dee discusses her love for teaching, advice received before retirement, and her first job with the FBI.
Commuting and Work Environment at the Pentagon (00:10:12) Dee shares her long daily commute and the importance of a supportive work environment.
Financial Education in the Military (00:11:04) Dee reveals the lack of financial education during her military and federal service.
Early Financial Experiences and Industry Critique (00:12:30) Dee recounts her first experiences with financial services companies and the lack of real education.
Federal Employees’ Retirement Concerns (00:19:51) Dee addresses concerns among federal employees about layoffs and understanding their retirement plans.
Understanding TSP and Fund Options (00:20:30) Dee explains the Thrift Savings Plan (TSP), its funds, and common misunderstandings.
Lifecycle Funds and Investment Choices (00:23:28) Dee details lifecycle funds, their structure, and potential pitfalls.
Upcoming Early Retirement and Fiscal Year Changes (00:26:31) Dee talks about the significance of September 30th for early retirees and government shutdown concerns.
Clients’ Fears and the Importance of Education (00:28:50) Dee describes clients’ anxieties about market drops and the need for clear financial education.
Closing Remarks and Dee’s Specialization (00:36:04) Dee summarizes her focus on safety, guarantees, and peace of mind; Judy wraps up the episode.
Powerful Quotes from the Episode:
Dee Meyers, 'I love to teach. I love to train, and that’s what I pursued.'
Dee Meyers, 'Over 90% of my clients who are federal employees or military have said, “I wish I had met you sooner. I wish someone had sat me down and taught me about money the way you’ve taught me.”'
Dee Meyers, 'Fear of the unknown—they don’t know what’s going to happen and they don’t understand.'
Podcast Produced and edited by the team at ResilientVoiceMedia.com
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