Financial Management of VA Disability and Military Retirement

Getting out of the military can be an exciting and daunting time mixed into one. In addition to starting new careers, potentially moving to a new location, and shifting your identity away from service member, there are VA disability compensation, military retirement pay, and tax planning to conquer.
In this episode, Curt Sheldon a former fighter pilot and highly respected financial expert, dives into the essential financial and tax considerations for service members and veterans navigating VA disability compensation and military retirement. Curt explains the key differences between VA disability compensation and military retirement pay, breaking down how programs like Concurrent Retirement and Disability Pay (CRDP) and Combat-Related Special Compensation (CRSC) work together. Plus he sheds light on the little talked about Strickland Decision.
Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNERTM Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC. He also is the author of Well and Faithfully Discharged: Financial TTP for Military Retirement.
Curt provides comprehensive financial planning, including integration of Military and Veterans Administration benefits, tax planning and preparation, college and retirement plans. He specializes in working with transitioning Senior Military Officers.
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My videos are intended for education and entertainment. I do not give investment advice.
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Lacey Langford is an Air Force veteran, military spouse, speaker, and financial coach who helps people transform their fear of money into control and confidence. She’s an Accredited Financial Counselor® with over 15 years of experience in financial planning, counseling, and coaching. Lacey’s the founder of MILMO®, a community dedicated to helping the U.S. military with personal finance. She’s the host of the MILMO® Show, a podcast that helps the military community make, save, and invest money wisely. Lacey is also the founder and CEO of MilMoneyCon™️, a national conference for financial professionals united by military service.
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