Beneficiary Financial Counseling Service with Brian ONeill | The MILMO Show [B9JL4lg01J0]
There’s a VA benefit available to eligible SGLI and VGLI survivors that almost no one seems to know about, and it could make a major difference during one of the hardest times a military family can face. Episode Moments 00:00 Introduction to the VA's Beneficiary Financial Counseling Service 03:43 System delays and systemic breakdowns in survivor outreach 09:27 Common predatory practices targeting survivors 12:25 Best practices for survivors making financial decisions 14:18 The Hard Act transfer: leveraging death benefits into retirement accounts 18:01 Recommendations for systemic improvements and reforms 27:38 Why using this program is beneficial compared to paid alternatives In this episode of the MILMO Show, Brian O’Neill, Certified Financial Planner, retired Air Force Colonel, and former F-16 & F-35 pilot, shares what military families need to know about this overlooked VA benefit and why better awareness matters. You’ll learn: 🔑 What the Beneficiary Financial Counseling Service is 🔑 Who qualifies for this free VA financial planning benefit 🔑 Where the notification process is breaking down 🔑 How survivors can avoid predatory financial products 🔑 Why the military community needs to spread awareness Brian O’Neill is a CFP®, retired Air Force Colonel, former fighter pilot, and founder of a niche-focused financial planning and wealth management firm serving military families and beyond. 🎧 Full episode: ⋯ Find & Follow MILMO: Instagram: X: LinkedIn: Facebook: YouTube: 🎙️ Listen to The MILMO Show: 📬 Join the MILMO Memo: Disclaimer: Educational and entertainment only; not financial advice. #MilitaryMoney #MilitaryFamilies #Veterans #PersonalFinance #MilitaryFinance #SurvivorBenefits #VALifeInsurance #MILMOShow