Shows
Militarily SpeakingThe Financial Moves Every Military Family Needs to Make - Advice from Navy Mutual’s Heather WalrathWelcome to Season 2 Episode 5 of the "Militarily Speaking" podcast with Tom McLean and Jodi Vickery In this episode of Militarily Speaking, we sit down with Heather Walrath of Navy Mutual Aid Association to discuss military financial readiness, budgeting for PCS moves, and long-term planning for veterans and service members. Discover expert tips on saving money, improving credit, managing military loans, and preparing for life after service. Whether you’re new to the military or nearing retirement, this episode is your guide to smarter military banking and financial success. “Militarily Speaking” is a podcas...
2025-11-2648 min
Fiscal FoxholeVA Disability and Benefits w/ guest Heather Walrath🎙️ Episode SummaryIn this episode, Rob and Omen welcome Heather Walrath to the foxhole. Heather shares her expertise on VA benefits and disability claims along with other valuable VA benefits. In the news segment, Rob and Omen discuss recent headlines about gold and precious metals, their role in investment portfolios, and how market hype can influence investor behavior.🗝️ Key Topics CoveredGold & Precious Metals:Recent volatility in gold prices and what it means for investors.The importance of low correlation assets in a diversified portfolio.Why emotional investing can derail your finan...
2025-11-051h 13
MILMO ShowWhat You Might Be Missing with SGLI and FSGLILife insurance might be uncomfortable to talk about, but avoiding the conversation could leave your loved ones without support when they need it most. Whether you're on active duty or transitioning to civilian life, it's essential to understand the protections you have and the ones you don't. In this episode, Heather Walrath covers everything from traumatic injury benefits and accelerated death payouts to how to avoid losing life insurance coverage after separation or retirement. You'll learn what makes SGLI and FSGLI unique, when and how to update your beneficiaries, and why planning ahead is one of the...
2025-05-1234 min
The Next Tour podcastEpisode 3 - Transition and Benefits PlanningEpisode 3 – Transition and Benefits Planning In this episode of The Next Tour, Ian and Andia dig into benefits planning at retirement and separation with Heather Walrath. Heather is the spouse of an Air Force veteran; she is an Accredited Financial Counselor® and works at Navy Mutual in the Education and Veteran's Services Department as a Military Benefits Liaison and Financial Educator. In this conversation, Heather shares stories about her own military transition, her spouse’s experience with transition, the Transition Assistance Program (TAP), VA benefits planning, the Survivor Benefit Plan (SBP), and more! Below are some lin...
2025-01-1539 minMILMO ShowSurvivor Benefits Plan Open SeasonSomething rare is going on in the military community. Right now, until the end of 2023, there is an Open Season for the Survivor Benefit Plan. It's part of the 2023 National Defense Authorization Act (NDAA) enacted by Congress. The SBP is one of the biggest decisions you make retiring from the military, one that can have a lasting impact on your retirement money. If you weren't happy with the decision you made at retirement, now's your chance for a redo. In this episode, Heath Walrath breaks down what the Survivor Benefit Plan is, what the open season is, w...
2023-02-2745 min