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The Veteran Finance Podcast

The Veteran Finance Podcast

By: Erik Baskin CFP® CEPA® MBA
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About this listen

 The Veteran Finance Podcast delivers actionable weekly financial planning strategies to help Veterans optimize their money to build purpose past the 9-5. Host Erik Baskin, CFP®, CEPA®, MBA is an Air Force Academy Graduate turned financial planner and the founder of Baskin Financial Planning.Erik Baskin, CFP®, CEPA®, MBA Economics Personal Finance
Episodes
  • Investments That are Too Good to be True | E77

    Investments That are Too Good to be True | E77
    Nov 19 2025

    ‍In this episode, I talk about red flags to look for in investments that are too good to be true, including three real life examples I've seen in my financial planning practice.

    Key Timestamps:

    00:00 Introduction and Announcements

    01:20 Core Principles of Sound Investing

    02:20 Identifying Red Flags in Investment Opportunities

    04:34 Real-World Examples of Investment Scams

    09:02 Protecting Yourself from Investment Scams

    09:50 Conclusion and Final Thoughts


    Resources Mentioned:

    Bernie Madoff FBI Case

    Paul Regan Fraud Scheme 2024

    ‍

    More of Baskin Financial Planning:

    Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠ with me to see if we would be a mutual fit.

    Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

    ⁠⁠www.baskinfp.com/post/77
    Show More Show Less
    11 mins
  • The Most Tax-Efficient Ways to Give to Charity |E76

    The Most Tax-Efficient Ways to Give to Charity |E76
    Nov 5 2025

    ‍In this episode, I go through the three tax-efficient strategies for maximizing the value of your charitable giving.

    ‍

    Key Timestamps:

    00:00 – Intro
    01:25 – Standard deduction explained
    04:40 – Strategy 1: Bunching
    05:46 – Strategy 2: Donor-Advised Funds
    07:04 – Strategy 3: QCDs
    08:41 – Recap & final thoughts

    Resources Mentioned:

    Episode 37 on Donor Advised Funds (DAFs)

    ‍

    More of Baskin Financial Planning:

    ⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.

    Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠ with me to see if we would be a mutual fit.

    Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

    ⁠⁠www.baskinfp.com/post/76
    Show More Show Less
    11 mins
  • 3 Things That Need to be True to Keep Your House as a Rental | E75

    3 Things That Need to be True to Keep Your House as a Rental | E75
    Oct 22 2025

    In this episode, I go through the three things that need to be true for it to make sense to keep your house as a rental property.

    ‍

    Key Timestamps:

    00:00 – Introduction
    00:49 – 1. The Math
    03:31 – 2. Qualitative Fit
    05:21 – 3. Long-Term Fit
    09:06 – Recap & Final Thoughts


    More of Baskin Financial Planning:

    ⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.

    Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠ with me to see if we would be a mutual fit.

    Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

    ⁠⁠www.baskinfp.com/post/75
    Show More Show Less
    12 mins
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