The Multigenerational Mindset | AWM Insights #152

Athletes and Founders are playing a different game that has its own unique rules and boundaries, from your unorthodox career path and service time to the magnitude of impact your earnings can have.

With the distinct nature of your lives, it is vital to take these rules into account and use them in your favor to maximize your impact. In many cases, this leads to establishing wealth that will outlive you.

This enduring influence must be built around what you value and prioritize and be guided to adapt to the known uncertainty of tomorrow.

This episode touches on how we build portfolios with a multigenerational mindset, and why we use your individual goals as the backbone of your financial structure to create a precision and robust solution that gives you the confidence to succeed.

Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (602) 704-5574 to join our new AWM Insights Network.

Episode Highlights

0:00 Intro0:40 What do we do when building custom portfolios and why is our process different and more complex?3:33 How do we break out each of your priorities to create a precise portfolio?4:45 How the level of importance of a priority changes the assets and strategies we use?5:47 Having a multigenerational perspective changes portfolio construction7:33 Precision leads to confidence9:29 Planning helps you capture the illiquidity premium while avoiding cash crunches10:10 Text us