Forrest Baumhover

Forrest Baumhover

FL, US
Military veteran and personal finance expert uses the power of real life experience to illuminate financial topics and shows how to achieve the work-life balance everyone strives for.

Are you working so hard that you're missing out on the joy of life? Are you paralyzed by overwhelming financial decisions, feeling like any move you make will be the wrong one? "It's never too late to take charge of your life," says financial planner Forrest Baumhover, who's been featured in USA Today, The Christian Science Monitor, Investopedia, Financial IQ, Bankrate.com, NerdWallet, Monitor and many other media outlets. Whether your audience is military veterans, small business owners, real estate agents, people pursuing a second career, or anyone who wants to be successful with money but doesn't know where to begin, Forrest sets them at ease by explaining personal finance in a way anyone can understand.

Forrest's thought-provoking talks cover a variety of financial topics, from taxes, employee benefits, and how to plan for the future to overcoming financial fear and making the right decisions. Not sure how to set and achieve financial goals? Forrest tailors his interactive talks to the needs of his audience and answers their questions in everyday language that makes personal finance easy to understand. Thinking of a career transition to the lucrative world of real estate? If that's your dream, Forrest will answer all your questions. Having served 24 years as a naval officer, he brings real life experience to his audience as he helps them understand a variety of financial topics and addresses a wide range of questions and concerns.

A personal finance expert, tax professional, founder of Westchase Financial Planning, and the author of Military in Transition's Guide to the Survivor Benefit Plan, Forrest Baumhover's inspirational presentations will motivate your audience to look at money not just as a number, but as something that enables them to live their best lives. "I focus on helping people define that relationship between their money and the life they want to live," says Forrest, who's on a mission to promote financial literacy, success, and work-life balance.

Are you working so hard that you're missing out on the joy of life? Are you paralyzed by overwhelming financial decisions, feeling like any move you make will be the wrong one? "It's never too late to take charge of your life," says financial planner Forrest Baumhover, who's been featured in USA Today, The Christian Science Monitor, Investopedia, Financial IQ, Bankrate.com, NerdWallet, Monitor and many other media outlets. Whether your audience is military veterans, small business owners, real estate agents, people pursuing a second career, or anyone who wants to be successful with money but doesn't know where to begin, Forrest sets them at ease by explaining personal finance in a way anyone can understand.

Forrest's thought-provoking talks cover a variety of financial topics, from taxes, employee benefits, and how to plan for the future to overcoming financial fear and making the right decisions. Not sure how to set and achieve financial goals? Forrest tailors his interactive talks to the needs of his audience and answers their questions in everyday language that makes personal finance easy to understand. Thinking of a career transition to the lucrative world of real estate? If that's your dream, Forrest will answer all your questions. Having served 24 years as a naval officer, he brings real life experience to his audience as he helps them understand a variety of financial topics and addresses a wide range of questions and concerns.

A personal finance expert, tax professional, founder of Westchase Financial Planning, and the author of Military in Transition's Guide to the Survivor Benefit Plan, Forrest Baumhover's inspirational presentations will motivate your audience to look at money not just as a number, but as something that enables them to live their best lives. "I focus on helping people define that relationship between their money and the life they want to live," says Forrest, who's on a mission to promote financial literacy, success, and work-life balance.

Work-Life Balance: My Transition from a Military Career to The Life I Deserve

Have you entered an inspiring career field, only to feel like you've missed your true calling? Are you tired of working so hard for your money that you feel like you're missing out? Forrest Baumhover felt that way too. Over his 24-year military career, Forrest went through a variety of stages, from teen wanderlust to investing in his career, to fervent post 9/11-patriotism. But as his assignments grew more lucrative, they were less and less satisfying. So he put together an exit strategy and...
Audience ActivityEducational / InformativeInspirational / Life-changing

How to Survive Your First Year in Real Estate (Financially)

New to real estate? Got a solid plan but wondering if you'll make it before your money runs out? Based upon a continuing education course he built for Florida Realtors®, Forrest walks first-year real estate agents through the personal finance topics they need to understand in order to build a successful business. Audiences leave with an understanding of cash flow, self-employment and taxes, as well as tips on how to build a game-plan based upon sound financial decisions.
Audience ActivityEducational / InformativeInspirational / Life-changing

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