DiscoverGovCon UnscriptedFrom Navy Service to Financial Freedom: Building Legacy Through Discipline & Purpose
From Navy Service to Financial Freedom: Building Legacy Through Discipline & Purpose

From Navy Service to Financial Freedom: Building Legacy Through Discipline & Purpose

Update: 2025-10-20
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Welcome back to GovCon Unscripted! In our special 'Success After Service' episode, Chelsea sits down with Brian Pultro, Navy Reservist, financial advisor, and advocate for generational wealth and transition readiness.

Brian shares his story from post-9/11 Navy service to entrepreneurship, emphasizing lessons on leadership, discipline, and why financial literacy is a continuation of service.

On this episode, we discuss:

  • Lessons from a Navy career that shaped his business philosophy
  • How discipline and accountability became his biggest assets
  • Having strategies and financial advice for transitioning service members
  • Balancing family, reserves, and entrepreneurship
  • Why planning 40 years ahead defines financial freedom


Timestamps:

[01:26 ] - Joining the Navy after 9/11 and early career lessons

[02:43 ] - Starting a financial advisory business from scratch

[04:07 ] - Leadership and lessons from military experience

[08:01 ] - Transitioning from the Navy to entrepreneurship

[12:24 ] - Reserve service benefits and camaraderie

[16:15 ] - Transition challenges and redefining purpose

[22:30 ] - Mentorship and paying it forward

[25:19 ] - Transition tips for military personnel

[28:45 ] - Industry challenges and aging workforce


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From Navy Service to Financial Freedom: Building Legacy Through Discipline & Purpose

From Navy Service to Financial Freedom: Building Legacy Through Discipline & Purpose

Chelsea Meggitt