š New Episode Drop! S02E34 | From infantry to accounting: what you need from a relationship with your financial advisor
What happens when an Infantry soldier trades the battlefield for the balance sheet?
In this episode,
Jesse Gray shares his journey from serving with 8/9 RAR in Timor and Afghanistan to building his own accounting firm. After being medically discharged, Jesse turned to study and eventually launched his own practice, where heās built a reputation for detail, trust, and going beyond the ācopy-and-pasteā approach too common in accounting.
We dive into:
- Jesseās path from Army life to entrepreneurship
- How veteransā tax and pension issues have evolved over the last decade
- Why thoroughness can save clients thousands (and why shortcuts cost them)
- What makes a financial advisor truly worth having in your corner
Whether youāre a veteran, a business owner, or just someone who wants a better relationship with your financial advisor, Jesseās story will shift the way you think about money and trust.
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