Wine and Dime Episode 81 - From Active Duty to Financial Planner with Scott Vance

Hello Wine and Dime listeners! We are live at the XYPN Conference in St. Louis this week, with Military Veteran and Financial Planner Scott Vance. Scott’s practice specializes in military and military families and helping them secure their financial futures. In this episode Scott and I talk about deployment, military retirement, and life after the military. It was a great conversations, full of useful tips for any active duty or retired military. To hear more from Scott, be sure to check out his podcast Sheepdog Financial, where he covers a wide range of financial topics.


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Scott Vance

Scott is a financial advisor serving the greater Raleigh, NC area. He began his career in the financial industry soon after retiring from the Army. Scott's military background allows him to closely understand the issues faced by our military personnel, but he works with clients from all walks of life. His desire is to continue his service to individuals in need of tax and financial advice. He is currently an Enrolled Agent, a candidate for CFP® certification, will complete his second undergraduate degree in accounting in the spring of 2019 and will begin taking the exams to become a licensed CPA in 2019.

Scott was born and raised in Pennsylvania. He has lived in numerous US States and foreign countries as would be expected from a military member. The highlight of his overseas experience was a year spent in Kathmandu, Nepal advising the US Ambassador to Nepal on foreign military training.

scott@taxvanta.com
https://www.linkedin.com/in/scott-vance/
Website: https://www.taxvanta.com/
Podcast: http://sheepdogfinancial.libsyn.com/


Yuengling Traditional Lage

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Famous for its rich amber color and medium-bodied flavor with roasted caramel malt for a subtle sweetness and a combination of cluster and cascade hops, this true original delivers a well-balanced taste with very distinct character. Born from a historic recipe that was resurrected in 1987, Yuengling Traditional Lager is a true classic.


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THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail

ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM