#266: Helping Military Retirees Make The Most Of Their Military Retirement Pension with Scott Tucker, USMA ‘02

Service Academy Business Mastermind

“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:

• LinkedIn
• US Vet Wealth

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Special thanks to Scott for joining me this week. Until next time!

-Scott Mackes, USNA ’01