avatar

Veterans Day Special: Financial Readiness Score with USAA

Financial Residency
Financial Residency
Episode • Nov 12, 2018 • 13m

To honor our Veterans, I interviewed Jeff at USAA. USAA is a proud sponsor and supporter of the military and their families, so the timing is perfect.

We talk about what a Financial Readiness Score is and how it’s calculated, so members can review their finances at a glance.

I talk about how I find this product to be similar to a robo-planner. Listen to why I think that is.

Make sure to subscribe to get our free templates!

Switch to the Fountain App