Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
Content provided by SABM Group, LLC, Scott Mackes, and USNA '01. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SABM Group, LLC, Scott Mackes, and USNA '01 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Similar to Service Academy Business Mastermind
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#308: Building a Faith Based Wealth Advisory Practice for Veterans and Business Owners with Michael Mandarino, USMA ’96
Manage episode 461779853 series 1437003
Content provided by SABM Group, LLC, Scott Mackes, and USNA '01. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SABM Group, LLC, Scott Mackes, and USNA '01 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
- YouTube
- 123-Investing
- Email: [email protected]
- 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
329 episodes
Share
Manage episode 461779853 series 1437003
Content provided by SABM Group, LLC, Scott Mackes, and USNA '01. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SABM Group, LLC, Scott Mackes, and USNA '01 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
- YouTube
- 123-Investing
- Email: [email protected]
- 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
329 episodes
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Similar to Service Academy Business Mastermind
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
11k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Awarded Best of Apple Podcasts, The $100 MBA Show delivers practical business lessons for the real world. These no fluff episodes are packed with only the pure business building training you want. Omar Zenhom shares lessons, strategies and insights from 20+ years of entrepreneurship. He’s bootstrapped two multi-million dollar businesses (and several smaller businesses, too). Join him for short, actionable lessons on how to do everything from validating your idea, to audience-building and mar ...
…
continue reading
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books. Sales and Distribution by Lemonada Media http ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Hubspot's SVP of Marketing), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
4k1k
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
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