#311: Financial Planning with Private Investments, Tax Loss Harvesting & Charitable Giving with David Chepauskas, USMA ‘77

Service Academy Business Mastermind

MP3•Αρχική οθόνη επεισοδίου

5:37

Great short Bonus Show for all our loyal podcast fans. This week a tremendous comedy team shares comedy and music...it's "Mack & Jamie" , stars of TV's "Comedy Break"; sharing loads of musical humor. Enjoy!

πριν 22 μέρες 42:17

Need financing for your next investment property? Visit: https://www.academyfund.com/

____

With 33 years of experience, David Chepauskas specializes in solving problems and maximizing opportunities for senior Wall Street professionals, business owners, executives, and retirees. He is a partner at Summit Financial LLC, a leading independent financial planning firm serving the NJ Tri-State area. David is passionate about working with veterans and service academy graduates, leveraging his network to help them achieve their business goals and build meaningful relationships. His expertise spans retirement, estate, insurance, investment, and income tax planning. David’s goal is to provide tailored financial strategies to meet the unique needs of his clients. He enjoys connecting people and fostering professional connections that lead to growth. David’s deep knowledge and personal approach have made him a trusted advisor in his field.

Show Notes:

In this episode of the SABM podcast, Scott chats with David about:

The Unique Focus of David’s Firm: Tailored wealth-building strategies for academy graduates and veterans.
Private Markets: The benefits of private equity, private credit, and private real estate, including higher returns and lower volatility.
Portfolio Allocation: Why diversification is key to successful wealth management.
Advanced Tax Strategies: Insights into tax-loss harvesting and direct indexing.
Charitable Giving: Using philanthropy as a tool for managing high income and capital gains.

Timestamps:

00:49 Introducing the Unique Approach of Summit Financial
04:02 Diving into Private Market Investments
09:52 Understanding Portfolio Allocation
14:42 The Benefits and Drawbacks of Private Investments
21:50 Exploring Tax Loss Harvesting Strategies
31:15 Charitable Giving and Estate Planning

Connect with David :

If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today.

Make sure you never miss an episode—subscribe now and help support the show:

Apple Podcasts
Spotify
Leave us a 5-star review!

A special thank you to David for joining me this week. Until next time!

-Scott Mackes, USNA ’01

313 επεισόδια

#Business #Real Estate #USNA '01 #SABM Group, LLC #Scott Mackes #Careers #Entrepreneur

Service Academy Business Mastermind

#311: Financial Planning with Private Investments, Tax Loss Harvesting & Charitable Giving with David Chepauskas, USMA ‘77

Service Academy Business Mastermind

published πριν 22 μέρες

Μοίρασέ το

MP3•Αρχική οθόνη επεισοδίου

Need financing for your next investment property? Visit: https://www.academyfund.com/

____

Show Notes:

In this episode of the SABM podcast, Scott chats with David about:

The Unique Focus of David’s Firm: Tailored wealth-building strategies for academy graduates and veterans.
Private Markets: The benefits of private equity, private credit, and private real estate, including higher returns and lower volatility.
Portfolio Allocation: Why diversification is key to successful wealth management.
Advanced Tax Strategies: Insights into tax-loss harvesting and direct indexing.
Charitable Giving: Using philanthropy as a tool for managing high income and capital gains.

Timestamps:

00:49 Introducing the Unique Approach of Summit Financial
04:02 Diving into Private Market Investments
09:52 Understanding Portfolio Allocation
14:42 The Benefits and Drawbacks of Private Investments
21:50 Exploring Tax Loss Harvesting Strategies
31:15 Charitable Giving and Estate Planning

Connect with David :

Make sure you never miss an episode—subscribe now and help support the show:

Apple Podcasts
Spotify
Leave us a 5-star review!

A special thank you to David for joining me this week. Until next time!

-Scott Mackes, USNA ’01

313 επεισόδια

#Business #Real Estate #USNA '01 #SABM Group, LLC #Scott Mackes #Careers #Entrepreneur

Wszystkie odcinki

Service Academy Business Mastermind

1
#313: Leveraging AI and the ‘Grit Factor’ to Turn Your Dreams into Reality with Corey Reiser, USMA ‘11 41:02

πριν 12 μέρες41:02

41:02

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Corey Reiser is a former Army Artillery Officer, real estate investor, and founder of School of Grit. A Division I lacrosse player at the U.S. Military Academy, he built the discipline and resilience that shaped his career. After leaving the military, Corey applied those same principles to real estate, creating a successful portfolio and achieving financial freedom at a young age. Through School of Grit, he shares hard-earned lessons on mental toughness, self-reliance, and overcoming obstacles. Whether leading in the Army, competing on the field, or navigating business challenges, he believes in pushing limits and learning through experience. Outside of work, Corey enjoys traveling and seeking out new challenges that expand his perspective. In this episode of the SABM podcast, Scott chats with Corey about: From Military to Mission: Corey’s transition from a 10-year military career to founding the School of Grit. Fixing a Critical Gap: How the lack of financial education in the military inspired a mission to empower veterans. More Than Just Money: Teaching financial literacy, entrepreneurship, and the power of living with purpose. AI Meets Ambition: How ChatGPT and visualization techniques helped turn dreams into reality. Manifesting the Dream: The incredible story of how Corey’s vision led him to buy the perfect farm. The Grit Factor: How mindset, resilience, and education pave the way to financial freedom and fulfillment. Timestamps: 00:32 Corey's Background and Journey 01:46 Founding the School of Grit 08:22 Core Values and Pillars of School of Grit 13:09 Leveraging AI for Goal Setting 16:21 Visualization and Achieving Goals 35:42 Connecting and Learning More Connect with Corey Reiser: LinkedIn - Corey Reiser Email: corey@schoolofgrit.co If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Corey for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#312: Creating a Print on Demand Apparel Business for Schools, Sports, and the Military with David Baska, USAFA ’13 24:05

πριν 16 μέρες24:05

24:05

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ David Baska is a dynamic leader with expertise in operations, finance, and strategic planning. As Chief Operating Officer at Swift Brands, he spearheads the company’s mission to revolutionize military-branded apparel and the broader apparel industry through innovative technology and U.S.-based on-demand manufacturing. A former officer in the U.S. Air Force, David served in space and military operations, earning honors such as the Defense Meritorious Service Medal, and later contributed as a program manager in the U.S. Space Force. An academy graduate and former collegiate baseball player, he brings a strong foundation in leadership and teamwork to his professional endeavors. David’s passion for innovation and dedication to excellence continue to drive meaningful advancements across industries, leaving a lasting impact. In this episode of the SABM podcast, Scott chats with David about: The Vision for Swift Brands: Revolutionizing apparel with a vertically integrated tech and e-commerce platform. Innovative Solutions: Addressing supply chain issues with U.S.-based on-demand manufacturing for youth sports, schools, and military sectors. David’s Journey: From academy grad and baseball player to leader of Swift Brands and MadeinVSA.com. Simplifying Customization: Empowering schools, military units, and affinity groups to create and manage custom apparel lines effortlessly. Challenges and Future Goals: Tackling industry obstacles and aiming for impactful milestones in 2025. Ways to Collaborate: Opportunities to partner with Swift Brands and connect with David for support. Timestamps: 00:25 Overview of Swift Brands 03:23 Understanding VSA and Its Market 09:46 Military Market and Vision 18:06 Future Goals and Challenges Connect with David : LinkedIn - David B. www.madeinvsa.com If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to David for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#311: Financial Planning with Private Investments, Tax Loss Harvesting & Charitable Giving with David Chepauskas, USMA ‘77 42:17

πριν 22 μέρες42:17

42:17

Need financing for your next investment property? Visit: https://www.academyfund.com/ ____ With 33 years of experience, David Chepauskas specializes in solving problems and maximizing opportunities for senior Wall Street professionals, business owners, executives, and retirees. He is a partner at Summit Financial LLC, a leading independent financial planning firm serving the NJ Tri-State area. David is passionate about working with veterans and service academy graduates, leveraging his network to help them achieve their business goals and build meaningful relationships. His expertise spans retirement, estate, insurance, investment, and income tax planning. David’s goal is to provide tailored financial strategies to meet the unique needs of his clients. He enjoys connecting people and fostering professional connections that lead to growth. David’s deep knowledge and personal approach have made him a trusted advisor in his field. Show Notes: In this episode of the SABM podcast, Scott chats with David about: The Unique Focus of David’s Firm: Tailored wealth-building strategies for academy graduates and veterans. Private Markets: The benefits of private equity, private credit, and private real estate, including higher returns and lower volatility. Portfolio Allocation: Why diversification is key to successful wealth management. Advanced Tax Strategies: Insights into tax-loss harvesting and direct indexing. Charitable Giving: Using philanthropy as a tool for managing high income and capital gains. Timestamps: 00:49 Introducing the Unique Approach of Summit Financial 04:02 Diving into Private Market Investments 09:52 Understanding Portfolio Allocation 14:42 The Benefits and Drawbacks of Private Investments 21:50 Exploring Tax Loss Harvesting Strategies 31:15 Charitable Giving and Estate Planning Connect with David : LinkedIn - David C. http://www.summitfinancial.com If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to David for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#310: From West Point to Hollywood: Building a Filmmaking Career with Sean Mullin, USMA ‘97 33:18

πριν 29 μέρες33:18

33:18

Need financing for your next investment property? Visit: https://www.academyfund.com/ ____ Sean Mullin is an award-winning filmmaker known for his feature film debut, AMIRA & SAM , which won multiple film festivals and was distributed by Drafthouse Films. He co-wrote and co-produced SEMPER FI with Oscar-nominated director Henry-Alex Rubin, and produced ALLEGIANCE , both of which saw theatrical releases. Sean directed the documentary KINGS OF BEER and IT AIN’T OVER , the highest-grossing theatrical documentary of 2023, about baseball legend Yogi Berra. A former Army officer and first responder on 9/11, Sean holds an MFA from Columbia University and a B.S. from West Point. He is represented by UTA and runs Five By Eight Productions in Los Angeles. In this episode of the SABM podcast, Scott chats with Sean about: Filmmaking with Sean Mullen: From West Point to filmmaking Family Influence: How Sean’s entrepreneurial roots shaped his creative vision. Notable Projects: It Ain’t Over , the West Point rugby doc, and working with Buzz Aldrin’s family. Building Five by Eight Productions: Growing a successful production company. Creative Wisdom: Sean’s advice on chasing passion and making it in the film world Timestamps: 00:08 Sean's Unique Career Path 01:59 Early Influences and Creative Upbringing 04:24 Military Service and Transition to Filmmaking 08:18 First Feature Film: Amira and Sam 10:56 Documentary Journey: Kings of Beer and It Ain't Over 15:40 Current Projects and Teaching 25:07 Advice for Aspiring Filmmakers Connect with Sean LinkedIn Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Sean Mullin for joining me this week. Until next time! - Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#309: Transforming Underutilized Properties in Texas into High Demand Assets with Michael Euperio (USMA ‘03) and Christian Catron (USMA ‘01) 31:21

πριν 7 weeks31:21

31:21

Need financing for your next investment property? Visit: https://www.academyfund.com/ ____ Michael Euperio - Michael is the Chief Operating Officer at Redeem Investments, overseeing operations for a firm specializing in commercial real estate and renewable energy projects. His military background has shaped his leadership style, emphasizing discipline, strategic thinking, and adaptability. Michael values strong teams and strategic partnerships, which are central to his work at Redeem. As a founder and managing principal at K2DM Capital, he focuses on multifamily real estate investment. His approach prioritizes collaboration, integrity, and innovative strategies to achieve shared success. Christian Catron - Christian Catron has over 20 years of healthcare experience and has transitioned into real estate investment, specializing in strategic redevelopments and adaptive reuse projects in high-growth markets. As a co-founder of a visionary real estate firm, he collaborates with Michael, a seasoned professional in high-tech and private equity. Together, they transform underutilized properties in the Texas Triangle into high-demand assets aligned with emerging market trends. Drawing on their backgrounds as West Point graduates and veterans, Christian and Michael emphasize integrity, excellence, and strategic partnerships. Christian’s expertise lies in navigating complex transactions and maximizing returns through innovative renovations. He welcomes connections with professionals passionate about real estate innovation, healthcare, or veteran initiatives. Transforming Real Estate: Michael and Christian’s Vision for Purpose-Driven Projects Shared Vision: How Michael and Christian’s paths crossed at a West Point real estate conference. Innovative Strategy: Repurposing vacant offices for medical use based on market trends. Notable Projects: Converting an office building into a Marriott and a Best Buy into a medical center. Mission-Driven Growth: The role of relationships in their sustainable real estate approach. Get Involved: Opportunities for brokers, investors, and developers to join their mission. Timestamps: 00:27 How We Met and Became Business Partners 03:50 Our Real Estate Journey and Redeem Investments 05:10 Pivoting to New Opportunities 07:43 Case Studies and Success Stories 21:47 Future Goals and Vision 24:32 How You Can Help and Get Involved Connect with Michael & Chris : LinkedIn - Michael E. LinkedIn - Christian Catron https://redeeminvestments.com/ If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Michael and Christian for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#308: Building a Faith Based Wealth Advisory Practice for Veterans and Business Owners with Michael Mandarino, USMA ’96 26:52

πριν 7 weeks26:52

26:52

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa on January 28th? Visit: https://www.10xvets.com/events ____ Michael Mandarino is a seasoned financial advisor with over 20 years of experience in investment advisory and financial planning. As the owner of 123 Investing LLC and CEO of Soterios LLC, an SDVOSB, he specializes in faith-based investing, tax-advantaged strategies, retirement planning, and charitable giving solutions. Michael is dedicated to serving transitioning military officers, religious organizations, charities, and small businesses, offering expertise in planned giving and biblical-responsible investing. A West Point graduate and former U.S. Army Platoon Leader, Michael collaborates with CPAs and Enrolled Agents to ensure comprehensive financial oversight. His work has been featured in Proactive Advisor Magazine , and he educates others about investing through his YouTube channel. MIchaal Mandarino’s Securities & Investment Advisory Services are offered through G.A. Repple & Company, a Registered Broker/Dealer & Investment Advisor Member FINRA & SIPC, 101 Normandy Road Casselberry, FL 32707 T. 407-339-9090. The Vision Behind Faith-Driven Finance: Turning Experience into Purposeful Wealth Strategies Michael’s Journey: From West Point graduate and Army Platoon Leader to financial advisor in 2002. A Faith-Driven Mission: How a pivotal moment in 2012 led to specializing in biblical-responsible investing. Serving Veterans: Helping service members navigate military benefits and transitions. Expanding Expertise: Assisting high-net-worth clients with complex tax strategies and capital gains planning. Educational Impact: Growing a YouTube channel to 55,000+ subscribers with compliant financial content. Future Growth: Mentoring junior advisors and acquiring books of business to expand his practice. Timestamps: 00:47 Michael's Background and Career Journey 02:37 Finding a Niche in Financial Advising 05:35 Faith and Business: A Unique Approach 09:48 Short and Long Term Goals 13:11 The YouTube Endeavor 19:47 Challenges and Support Connect with Michael LinkedIn Facebook YouTube 123-Investing Email: mmandarino@123-investing.com Phone or text: (813) 710 - 4123 If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Michael Mandarino for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#307: Combining Military Experience with Pastoral Wisdom to Transform Organizations and Develop Leaders with Gabe Smith, USMA ‘99 30:15

πριν 7 weeks30:15

30:15

Need financing for your next investment property? Visit: https://www.academyfund.com/ ____ Gabe Smith is a leadership strategist and organizational development expert who blends military discipline, pastoral insight, and business acumen to drive transformational growth. As the founder of Altitude Consulting, LLC, he coaches leaders to navigate challenges and achieve strategic clarity. A West Point graduate and Ranger-qualified Infantry Officer, Gabe served eight years in the Army, including leading operations in Mosul, Iraq, and during the 9/11 Pentagon response. Post-military, he held leadership roles at Forest Hill Church, Mesa Global, and New City Church, managing budgets and driving organizational growth. Gabe also co-founded the nonprofit East Mountain in South Africa and Pangea, focusing on leadership development. Based in Charlotte, North Carolina, he is dedicated to helping leaders clarify purpose and create lasting impact. In this episode of the SABM podcast, Scott chats with Gabe about: The Vision Behind Altitude Consulting: Transforming Leadership with Purpose Gabe’s Journey: From Army Infantry Officer to leadership strategist and coach. Defining Moments: How military and pastoral experiences shaped his coaching philosophy. Innovative Methods: Leadership lessons inspired by French culinary fundamentals. Collaborative Ventures: Partnering with his wife Janet in real estate and developing unique methodologies with Nicole Eunice. Purpose-Driven Focus: Helping leaders and entrepreneurs achieve clarity and growth. Looking Ahead: Expanding Altitude Consulting's impact on purpose-driven leadership. Timestamps: 01:10 Gabe's Entrepreneurial Journey 02:06 Janet's Real Estate Ventures 04:27 The Birth of Altitude Consulting 05:37 Gabe's Coaching Philosophy 10:51 From Infantry to Chaplaincy 14:47 Leadership Development in South Africa 17:20 Future Goals and Challenges 24:07 How You Can Help Connect with Gabe LinkedIn Altitude Consulting If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Gabe Smith for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#306: Helping Companies Solve Complex Problems with Tech Solutions with Patrick Deane, USNA ‘12 31:13

πριν 9 weeks31:13

31:13

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa on Janary 28th? Visit: https://www.10xvets.com/events ____ Patrick Deane is a former Marine Corps Officer and accomplished business leader with a knack for driving organizational success. As Director of Operations at KIS Solutions, he brings a wealth of experience from roles like Vice President of Customer Success at High Level Marketing, where he managed over 1,200 clients and $23M in ARR. He showcased his entrepreneurial side as the founder of Line of Departure Fitness, crafting a unique, holistic approach to fitness coaching. At UKG, Patrick led a 12-person team through a major workforce management software implementation during a high-profile merger. Known for his strategic planning and team-building skills, Patrick’s career is rooted in a dedication to process improvement and empowering others to excel. In this episode of the SABM podcast, Scott chats with Patrick about: The Story Behind KIS Solutions: Transforming the enterprise tech landscape Military Foundations: How Patrick applied his Marine Corps discipline and operational expertise to scale the company. A Unique Start: Founded by Ben Quintana to address the lack of quality technical vendors for enterprise clients. Nearshore Model: Building a 100-person team in Brazil with plans to expand into Colombia and Mexico City. Growth Without Sales: Scaling entirely through referrals and delivering custom solutions for enterprise clients. Solving Enterprise Challenges: Providing alternatives to rigid "70% fit" software with adaptable, custom-built solutions. Future Vision: Expanding talent pipelines, securing new clients, and helping startups integrate AI capabilities. Timestamps: 00:31 Joining 10X Vets and Unique Skillset 01:13 About KIS Solutions 02:26 Company Origins and Operations 04:28 Brazilian Talent and Expansion 06:44 Personal Journey and Role 09:24 Ideal Customers and Sales Strategy 12:56 Goals for 2025 and Beyond 15:19 Challenges and Needs 18:13 Exciting Opportunities and Future Plans Connect with Patrick LinkedIn KIS Solutions If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Patrick Deane for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#305: Making the Cash Register Ring: Hiring Smart People and Scaling Businesses with Mike Bristol, USMA ‘81 34:43

πριν 9 weeks34:43

34:43

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa on January 28th? Visit: https://www.10xvets.com/events ____ Mike Bristol is a seasoned innovator with a legacy of excellence in defense, technology, and communications. A West Point graduate, he has held executive roles at organizations like Comtech Command & Control Technologies and Oracle Corporation. As Founder and Chief Strategy Officer of Fairwinds Technologies, he built a thriving systems integrator, delivering secure communication solutions for the DoD and emergency management communities. Known for his entrepreneurial vision and expertise in government sales and program management, Mike now invests in and mentors entrepreneurs while enjoying golf, poker, and time with his eight children. His career reflects a relentless drive for growth and meaningful impact. In this episode of the SABM podcast, Scott chats with Mike about: Mike’s Career Journey: From West Point to Executive Leadership Strategic Growth: Scaling a $24M government business unit into a $300M operation in 12 years. Entrepreneurial Leap: Founding Fairwinds Technologies and growing it to $144M before a successful exit. Leadership Philosophy: Belief in “nothing happens until the cash register rings,” highlighting the importance of sales. Team Building: Creating high-performing teams through performance reviews and metrics-driven meetings. Smart Hiring: Emphasizing hiring experts smarter than himself and fostering ego-free leadership. New Chapter: Transitioning from executive roles to investing and mentoring entrepreneurs. Commitment to Growth: Pursuing personal development through golf, poker, and continuous learning. Timestamps: 00:17 Mike's Journey to Retirement 01:20 Career Highlights and Achievements 04:11 Building a Saleable Company 09:24 Transition to Full-Time Investor 14:13 Philosophy and Key Insights 22:09 Personal Interests and Hobbies Connect with Michael LinkedIn mbristol1981@yahoo.com Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Mike Bristol for joining me this week. Until next time! -Scott Mackes, USNA ’01…

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#304: Helping Dogs Live Healthier Lives at Operation Good Boy with Tom Aiello, USMA ‘93 35:42

πριν 11 weeks35:42

35:42

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa on Janary 28th? Visit: https://www.10xvets.com/events ____ Tom Aiello is a seasoned marketing executive with over 25 years of experience in corporate and entrepreneurial ventures. A West Point graduate with an MBA from Northwestern's Kellogg School of Management, he has led marketing initiatives for major brands like McDonald’s, Kenmore, and Craftsman. He held leadership roles at Monster Worldwide and Sears Holdings before founding MARCH Marketing, specializing in products for military and veteran families. In 2022, Tom launched Operation Good Boy, a military-inspired dog products company. He also serves as Chairperson of the Board for OnComms, a veteran-owned mobile telecommunications company. In this episode, we discuss: How Tom incorporates military principles and leadership strategies to marketing, advertising, and running a business. How his experience at a major advertising agency taught him valuable lessons about consumer psychology, integrated marketing, and turning client criticism into opportunities. How his personal experience caring for his sick dog showed him the parallels between the loyalty and selflessness of dogs and military service members, inspiring him to start a military-inspired pets products company, Operation Good Boy. Operation Good Boy's rapid growth from zero retail presence in 2023 to commitments for 3,000 stores by 2025, including major retailers like Walmart and Tractor Supply, driven by their premium supplement formulations and military-themed product line. Their strategic pivot from a subscription box model to allowing customers more control over their orders, which dramatically increased average order value and demonstrated the importance of "failing fast" and learning from customer feedback. The critical importance for consumer brands to have a presence on Amazon along with customer reviews for securing retail distribution deals, and how proper Amazon optimization requires specialized expertise and strategic investment. Operation Good Boy's mission to transform pet health in America through education and premium products, while giving back to military working dog organizations and veteran support initiatives. How Operation Good Boy leverages military precision in product development, partnering with an airborne ranger veterinarian to ensure their supplements, treats, and toys exceed market standards for quality and effectiveness. Connect with Tom LinkedIn Email: info@marchcorp.com March Marketing Operation Good Boy 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 & Spotify Leave us a 5-star review! Special thanks to Tom Aiello for joining me this week. Until next time! -Scott Mackes, USNA ’01…

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1
#303:Creating a Next Generation Urban Athletic Club with Nick Perkins, USMA ‘12 26:27

πριν 12 weeks26:27

26:27

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa on Janary 28th? Visit: https://www.10xvets.com/events ____ "Fitness has always been an important part of my life as a former Green Beret and college athlete.. I didn’t want to give that up." - Nick Perkins, USMA '12 Nick Perkins is a dynamic leader with a unique blend of military, entrepreneurial, and investment expertise. A former Green Beret, he spent nearly a decade leading high-stakes missions and diplomatic roles, earning multiple commendations. He co-founded The Operation Baby Foundation, a nonprofit that has awarded over $140K in grants to help military couples overcome infertility. Nick also founded Club Green, a first-of-its-kind holistic social club focused on wellness and connection. A Wharton MBA and two-time Penn Wharton Innovation Fund winner, he honed his private equity skills by developing strategic insights in the fertility sector. Outside of work, he enjoys traveling, staying active, and exploring the outdoors with his wife, Emma. Today, Nick is focused on helping startups grow, especially in Chief of Staff roles, where his leadership and strategic vision leave a lasting impact. In this episode of the SABM podcast, Scott chats with Nick about: The Inspiration Behind Club Green: Turning a vision into a modern sport and social club. A Unique Offering: Blending gym, spa, lounge amenities, and indoor golf technology. Nick’s Journey: From Green Beret to entrepreneur and founder of Club Green. Challenges and Wins: The realities of launching a first-of-its-kind concept. Looking Ahead: Upcoming milestones and future goals for Club Green. How to Get Involved: Ways to support, join, or connect with the community. Timestamps: 01:14 What is Club Green? 02:25 Target Audience and Market Positioning 06:12 Fitness and Golf Integration 08:05 Partnerships and Fitness Programs 12:39 Current Progress and Challenges 20:03 Future Vision and Expansion Plans Connect with Nick: LinkedIn Club Green Email: Nperk23@wharton.upenn.edu If you found value in today’s episode, don’t keep it to yourself—share it with a colleague or friend who could benefit. And if you’re a Service Academy graduate ready to elevate your business, we’d love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Nick Perkins for joining me this week. Until next time! -Scott Mackes, USNA ’01…

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#302: How (Literally) Falling and Getting Back Up Can Help to Realize Your True Purpose with Don Grier, USMA ‘85 38:23

πριν 13 weeks38:23

38:23

Are you a real estate investor in need of financing for your next investment property? If so, the Academy Fund has you covered! Whether you need short term financing for “fix-and-flip” projects, land development, or new construction or you need long term financing for single family or multi family rentals, we are your reliable financial partner. Our mission is to bridge the gaps often left by conventional banking institutions, making sure your real estate dreams become reality. And for accredited investors looking to earn purpose driven passive income while supporting military veteran real estate investors, the Academy Fund is the perfect opportunity. Our short term loans are powered by capital from investors like you, who receive monthly distributions. To learn more, visit AcademyFund.com . Are you ready to connect, grow, and have some serious fun? Reserve your spot now for our upcoming event at The Tampa Club in Tampa, Florida, on January 28th. Space is limited to just 30 participants, so act fast to secure your place. Join us for an unforgettable experience filled with camaraderie, inspiration, and personal growth alongside like-minded individuals who share your values and ambitions. To learn more and reserve your spot, visit 10xvets.com/events . ____________ Don Grier is a seasoned technology executive with over 30 years of experience delivering innovative and impactful solutions for diverse clients and industries. As the Founder and Managing Partner of Wellness Leadership LLC, Don helps organizations achieve excellence while caring for their people. In this episode, we discuss: How Don's career evolved from West Point graduate and Army Captain to Managing Director at Accenture to eventually creating his company Wellness Leadership LLC His dramatic personal transformation story of losing 170 pounds in one year while maintaining a demanding executive travel schedule, sparked by a 3 AM fall outside his office. How he grew a new Accenture venture from zero to 1,000 people, building a delivery center and implementing critical eligibility determination software. His innovative approach to global project management, incorporating cultural awareness and wellness principles into traditional methodologies, including the development of his "Well-Led Project Framework." The importance of his "relationship map" methodology for project success, matching team members' strengths with stakeholder relationships to optimize communication and outcomes. His systematic approach to personal wellness transformation, built on five key pillars: tracking metrics, progressive fitness goals, maintaining a strong "why," prioritizing sleep, and having a consistent prayer and meditation practice. His commitment to building and nurturing community and accountability, demonstrated through his ongoing participation in his Weight Watchers community, doing volunteer work, and developing corporate wellness programs. Connect with Don: LinkedIn Wellness Leadership LLC Podcast: Change Well by Wellness Leadership LLC Book and App Recommendations: The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg Streaks - habit tracking app Halo - mindfulness and meditation app Special thanks to Don Grier for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#301: Creating the World's First Digital Shooting Range with Jared Ogden, USNA ‘04 24:30

πριν 14 weeks24:30

24:30

Are you a real estate investor in need of financing for your next investment property? If so, the Academy Fund has you covered! Whether you need short term financing for “fix-and-flip” projects, land development, or new construction or you need long term financing for single family or multi family rentals, we are your reliable financial partner. Our mission is to bridge the gaps often left by conventional banking institutions, making sure your real estate dreams become reality. And for accredited investors looking to earn purpose driven passive income while supporting military veteran real estate investors, the Academy Fund is the perfect opportunity. Our short term loans are powered by capital from investors like you, who receive monthly distributions. To learn more, visit AcademyFund.com . Are you ready to connect, grow, and have some serious fun? Reserve your spot now for our upcoming event at The Tampa Club in Tampa, Florida, on January 28th. Space is limited to just 30 participants, so act fast to secure your place. Join us for an unforgettable experience filled with camaraderie, inspiration, and personal growth alongside like-minded individuals who share your values and ambitions. To learn more and reserve your spot, visit 10xvets.com/events . ______________ Jared Ogden is a distinguished military veteran and successful entrepreneur who has dedicated his career to national security, tactical training, and veteran support. As CEO and Co-founder of Triumph Systems, he leads a company that designs and manufactures innovative firearm training tools and technology systems for civilians, law enforcement, and military personnel. In this episode, we discuss: How Jared's childhood dream of becoming a Navy SEAL led him to the Naval Academy and his service as both a Surface Warfare Officer and Naval Special Warfare Officer. Jared’s transition from military service to entrepreneurship, including how he co-founded Triumph Systems and grew it to nearly $6 million in lifetime sales over eight years. How he and his team made a strategic pivot during the COVID pandemic from physical targeting systems to technology-based solutions, resulting in the development of BRASS App, a revolutionary shooting performance tracking platform. How Triumph Systems created the "world's first digital range" by integrating software that measures shooting metrics and enables users to compete virtually with others. Triumph Systems’ innovative approach to democratizing shooting sports training by offering free technology that replaces traditional $150 shot timers, making performance tracking accessible to the 56 million target shooters in the United States. His commitment to finding synergies between special operations and law enforcement training methodologies through technology and innovative product design. The company's growth strategy, including current fundraising efforts focused on sales, marketing, and R&D, to expand their user base and transition to a subscription model. Jared's vision for the future of Triumph Systems, including plans for integrating their turning target system with decision-making tracking software for law enforcement training. Connect with Jared LinkedIn Triumph Systems Brass App Email: jared@triumph-systems.com Special thanks to Jared Ogden for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#300: Milestones, Miracles, and Lessons from the Journey of 300 Podcasts 51:23

πριν 15 weeks51:23

51:23

Today we’re celebrating episode 300 of the SABM Podcast! To mark this incredible milestone, I sat down again with my good friend Ginni Guiton, who interviewed me in February 2020 for episode 100 and in February 2022 for episode 200. At the time of this recording, the SABM Podcast has received almost 200,000 downloads! So many great things have happened since Ginni and I spoke in 2020 and 2022. I’m grateful for this opportunity to thank our listeners as I reflect on the progress we’ve made and share our goals for the future. In this episode, we discuss: The idea of "letting go" and being open to opportunities, as opposed to using brute force to achieve goals. Advice for anyone starting a business and the importance of loving your customers and getting that first sale. The evolution of different kinds of businesses: Strengths Mugs, 10X Vets, and the Academy Fund, and the unique scaling challenges that each business model presents. The concept of "collective victory" and how it aligns with Scott’s top Clifton Strengths. The impact of in-person events for 10X Vets and fostering authentic connections. How the Academy Fund has grown through organic connections and introductions rather than traditional hiring processes. The importance of tapping into intuition and being open to unexpected opportunities in business and life. Ginni's perspective on creating space for miracles and allowing things to happen naturally rather than through constant effort. It’s been another fantastic couple of years on the SABM Podcast. We’re thankful for your support and excited for the next 100 episodes! Connect with Ginni and Scott: Ginni Guiton GG Hypnosis Scott Mackes 10X Vets Academy Fund Book Recommendations Letting Go: The Pathway to Surrender by David R. Hawkins M.D. Ph.D and Peter Lownds PhD Atomic Habits by James Clear Don’t Believe Everything You Think by Joseph Nguyen 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 Ginni for joining me this week. Until next time! -Scott Mackes, USNA ’01…

Service Academy Business Mastermind

1
#299: Building Leaders from the Inside Out with Tom Connally, USNA ‘83 57:20

πριν 17 weeks57:20