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#266: Helping Military Retirees Make The Most Of Their Military Retirement Pension with Scott Tucker, USMA ‘02
Manage episode 382509577 series 1437003
“I thought, ‘What if there’s a way to insure the wealth?’ That’s all you want, is to protect future sources of income.” -Scott Tucker, USMA ‘02
Scott Tucker is a former Army Officer, a West Point graduate, and author of four books with unconventional ideas about military retirement, life, and wealth. He is the Founder of US VetWealth, a wealth management firm that offers access to safe investment strategies and helps military retirees create a "Private Pension" for their wealth so that they have more ownership of their assets, increased access to their money whenever they want it, and the ability to profit without additional rules, taxes, and fees. Scott has helped 100+ retiree high-income earners create a flexible and secure retirement with their unique benefits and pensions.
In this episode, we discuss:
- Scott’s journey of transitioning out of the Army, entering into the life insurance business, and finding his niche
- How Scott’s personal health experiences intertwined with his success as an entrepreneur
- The new category of “wealth insurance” that Scott has created through his company, US VetWealth
- The unique strategies Scott implements to help military retirees protect their wealth
- Scott’s goals for US VetWealth and how he envisions the company to grow
When he was working in wealth management, Scott did not like the fact that he had to be all things to all people. That’s what led to him finding his niche of using the life insurance investment model to help military retirees. He understood that, as career military officers retire, they need to change their financial strategy in order to make the most of their wealth. We learned a lot from Scott about the nuts and bolts of how someone can use life insurance to protect their wealth. Thanks for sharing with us, Scott!
Connect with Scott:
If you found this episode valuable, please share it with a friend or colleague. If you are a Service Academy graduate and want to take your business to the next level, you can join our supportive community and get started today.
Subscribe and help out the show:
- Subscribe on Apple Podcasts
- Also available on Google Podcasts, Spotify & Stitcher
- Leave us a 5-star review!
Special thanks to Scott for joining me this week. Until next time!
-Scott Mackes, USNA ’01
292集单集
Manage episode 382509577 series 1437003
“I thought, ‘What if there’s a way to insure the wealth?’ That’s all you want, is to protect future sources of income.” -Scott Tucker, USMA ‘02
Scott Tucker is a former Army Officer, a West Point graduate, and author of four books with unconventional ideas about military retirement, life, and wealth. He is the Founder of US VetWealth, a wealth management firm that offers access to safe investment strategies and helps military retirees create a "Private Pension" for their wealth so that they have more ownership of their assets, increased access to their money whenever they want it, and the ability to profit without additional rules, taxes, and fees. Scott has helped 100+ retiree high-income earners create a flexible and secure retirement with their unique benefits and pensions.
In this episode, we discuss:
- Scott’s journey of transitioning out of the Army, entering into the life insurance business, and finding his niche
- How Scott’s personal health experiences intertwined with his success as an entrepreneur
- The new category of “wealth insurance” that Scott has created through his company, US VetWealth
- The unique strategies Scott implements to help military retirees protect their wealth
- Scott’s goals for US VetWealth and how he envisions the company to grow
When he was working in wealth management, Scott did not like the fact that he had to be all things to all people. That’s what led to him finding his niche of using the life insurance investment model to help military retirees. He understood that, as career military officers retire, they need to change their financial strategy in order to make the most of their wealth. We learned a lot from Scott about the nuts and bolts of how someone can use life insurance to protect their wealth. Thanks for sharing with us, Scott!
Connect with Scott:
If you found this episode valuable, please share it with a friend or colleague. If you are a Service Academy graduate and want to take your business to the next level, you can join our supportive community and get started today.
Subscribe and help out the show:
- Subscribe on Apple Podcasts
- Also available on Google Podcasts, Spotify & Stitcher
- Leave us a 5-star review!
Special thanks to Scott for joining me this week. Until next time!
-Scott Mackes, USNA ’01
292集单集
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