Latest Athlete financial advisor Podcast Episodes
Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195
AWM Insights Financial and Investment News - March 29, 2024 19:39 - 10 minutesTax has a crucial role in wealth generation and preservation. Professional athletes have very complex tax situations which make tax planning a year-round endeavor, not just a one-time stop during tax filing season. The importance of integrating tax strategies with investment planning can't be st...
Decoding Crypto's Comeback: Navigating Blockchain, Bitcoin ETFs, and Strategies| AWM Insights #194
AWM Insights Financial and Investment News - March 22, 2024 20:34 - 12 minutesCrypto has reemerged in the financial landscape with the recent rally in Bitcoin and the significant role of the SEC's approval of Bitcoin Spot ETFs. With all the hype, a cautious approach to the crypto space is prudent. This does not mean that the trend should be ignored. It’s essential to kn...
Economic Trends and Market Insights | AWM Insights #193
AWM Insights Financial and Investment News - March 18, 2024 19:59 - 12 minutesThe economy and the stock market are not the same. Usually, the market has a head start and prices in future economic events. The market’s recent rally preceded the positive news that came out in terms of inflation, GDP, and employment rates. Making alternative bets has been shown to be counte...
Real Estate in the Multi-Generational Wealth Formula | AWM Insights #192
AWM Insights Financial and Investment News - March 04, 2024 16:00 - 11 minutesReal Estate is one of the most talked about asset classes. The allure of real estate comes from fact, fiction, and fallacy. Tax benefits, inflationary hedges, and income streams come with potential risks that are sometimes neglected, such as leverage, volatility, liquidity, and concentration. ...
Building a Winning Portfolio | AWM Insights #191
AWM Insights Financial and Investment News - February 26, 2024 15:50 - 8 minutesWhat does it take to build a Winning Portfolio? The answer has a significant amount of overlap with how a GM would build a winning team. It starts with expertise and knowledge. You need to assemble a group that understands what winning is, what it takes to win, and how to get there. Compilin...
Investing Beyond Elections | AWM Insights #190
AWM Insights Financial and Investment News - February 19, 2024 15:00 - 7 minutesThe complexity of predicting market reactions due to events or scenarios playing out can be perfectly proved by looking at elections. There has been no statistically significant data that has shown elections swaying markets in any direction. Making investment decisions based on election result...
Clarifying Misconceptions: The Real Impact of Elections on Markets | AWM Insights #189
AWM Insights Financial and Investment News - February 09, 2024 15:32 - 6 minutesThere are many perceived effects of presidential elections on investment strategies and markets, but the data clearly shows that there is a misconception here. Over the past 100 years, there have only been 4 election years that have had negative returns, all of which were not influenced by presi...
Investing Through Elections with Evidence-Based Strategies | AWM Insights #188
AWM Insights Financial and Investment News - February 03, 2024 22:01 - 9 minutesPresidential elections and financial markets have a nuanced relationship. All the media coverage and speculation around elections creates a significant panic and worry that can sway investor emotions. However, the historical data does not support making investment decisions based on the electio...
Navigating Market Uncertainty and Elections in 2024| AWM Insights #187
AWM Insights Financial and Investment News - January 27, 2024 20:30 - 9 minutes2023 was a year filled with surprises. It showed us how different predictions are from reality. As we kick off a year that is already starting with a lot of uncertainty and ending with a presidential election, it's critical to keep the lessons we have already learned top of mind. The key to suc...
A Year of Surprises and Resilience | AWM Insights #186
AWM Insights Financial and Investment News - January 19, 2024 20:00 - 14 minutesIn 2023, financial markets displayed remarkable resilience despite countless global challenges. Contrary to the predictions of a majority of economists, a recession was averted. This year highlighted the unpredictable nature of inflation, interest rates, and ultimately, financial markets. The ...
Reflecting on Your Financial Structure | AWM Insights #185
AWM Insights Financial and Investment News - January 13, 2024 19:00 - 7 minutesCreating a personalized financial structure is an intricate process that isn’t a “set it and forget it” task. As our clients move through their lives, they evolve and so should their financial structure. Accommodating these updates and protecting new, important priorities is the only way to kee...
Measuring Your Financial Success | AWM Insights #184
AWM Insights Financial and Investment News - December 23, 2023 20:30 - 9 minutesEvaluating custom portfolios can be tricky. Unlike off-the-shelf investments, each custom portfolio is unique and tailored to an investor's family, making it hard to compare using the standard benchmarks you see every day. Private investments further complicate the process as they are valued in...
Scheduling Your Financial Success | AWM Insights #183
AWM Insights Financial and Investment News - December 15, 2023 21:00 - 7 minutesFiguring out your purpose and intention is the first step to maximizing the impact of your wealth. After your intention is established, time needs to be set aside to execute on that intention and take actions that turn the concept into reality. Figuring out what needs to be done and how it needs...
Intentionally Personalizing Your Portfolio | AWM Insights #182
AWM Insights Financial and Investment News - December 08, 2023 18:30 - 6 minutesInvesting should be centered around you and the plan should evolve as your life develops and changes. This general concept may sound straightforward and logical, but the ideology of setting an intention for the funds in your portfolio and constantly reevaluating and adjusting them is not a commo...
Building a Winning Plan | AWM Insights #181
AWM Insights Financial and Investment News - December 02, 2023 20:00 - 7 minutesBrian Cain works with dozens of professional athletes to push them to Mental Performance Mastery. His 4-step formula transcends sports performance and actually has a direct application to managing wealth holistically. Establishing your goals and envisioning your priorities is Step 1. Creating I...
Giving Thanks for Progress | AWM Insights #180
AWM Insights Financial and Investment News - November 24, 2023 21:30 - 9 minutesLooking back at this past year, there is more to be thankful for than just strong market performance. There have been many improvements and advancements in our industry that will impact all for the better. Our Industry continues to move away from the transactional business model. Advice and Exp...
Discipline and Consistency in Moving Markets | AWM Insights #179
AWM Insights Financial and Investment News - November 17, 2023 20:30 - 10 minutesMarkets this week have reacted very positively to easing inflation figures and dropping producer prices. The positive news has changed the sentiment of markets and rewarded investors who took on risk in their portfolios. It was a great reminder of how Equities reward investors who take on risk ...
How Do Higher Interest Rates Impact Your Investments? | AWM Insights #178
AWM Insights Financial and Investment News - November 13, 2023 21:00 - 11 minutesInterest rates across the board are at or near their highest levels in the last 15 years. While it's more expensive to get a mortgage nowadays, investors are benefiting from these higher rates with their investable assets. Short-term Treasuries are generating more than 5%, which is significantl...
Taking the Guesswork out of Investing | AWM Insights #177
AWM Insights Financial and Investment News - November 04, 2023 17:30 - 10 minutesStocks and their returns are built on the uncertainty of financial markets. No one knows what tomorrow holds. Bearing that risk is compensated when things go well, and punished when they don’t. Many try to play the guessing game in hopes of only getting positive results. The data has shown that...
Building a Thoughtful and Productive Financial Framework | AWM Insights #176
AWM Insights Financial and Investment News - October 28, 2023 15:00 - 9 minutesA strong and thoughtful financial framework should be built around your life and enable you to accomplish your goals. Creating a strong connection between you and your portfolio ensures that your money is working for you specifically, and is allocated to improve your odds of success. A tailored...
The Power of Consistency and Commitment | AWM Insights #175
AWM Insights Financial and Investment News - October 21, 2023 18:01 - 11 minutesWorld developments frequently impact financial markets and test the resolve of investors. The fear, panic, and uncertainty these events cause are exactly what creates the concept of a “risk premium.” The evidence is also very clear. Those who weather the storm have been rewarded over the long r...
The Science and Art of Investing | AWM Insights #174
AWM Insights Financial and Investment News - October 13, 2023 19:00 - 11 minutesOver the past 150 years, data on markets has been collected, analyzed, and an optimal investment process has been discovered. This process has been shown to reward investors over long periods. It includes taking advantage of diversification, flexibility, the efficiency of markets, and technolog...
The Multi-Dimensional Framework of a Family Office | AWM Insights #173
AWM Insights Financial and Investment News - October 06, 2023 19:00 - 9 minutesFinancial services and investment expertise have traditionally been scattered across many different roles with no one “Quarterbacking” the process. In the past, investors worked with brokers, accountants, private investment specialists, and other professionals individually with differing levels ...
Focusing on What You Can Control | AWM Insights #172
AWM Insights Financial and Investment News - September 29, 2023 22:30 - 14 minutesThe news is usually saturated with events that are out of everyone’s control. This frequently triggers anxiety and panic. From Government shutdowns to predictions of financial turmoil, we are pulled into being invested in and accepting certain negative situations without looking at the bigger ...
Finding the Right Steward for Your Wealth | AWM Insights #171
AWM Insights Financial and Investment News - September 23, 2023 15:00 - 13 minutesAn advisor who is independent, integrated, and can work through your individuality will increase the odds of your family’s success and help you establish multigenerational wealth. Independence, and the lack of a corporate structure that places shareholder interests above those of clients, is im...
The Essentials of Wealth and Risk Management | AWM Insights #170
AWM Insights Financial and Investment News - September 15, 2023 20:00 - 11 minutesThe concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn’t. Preserving your wealth is a full-time job, and if done well, it’s a job that will be carried out past your lifetime. Working with a financia...
Gathering, Preserving, and Expanding Your Wealth | AWM Insights #169
AWM Insights Financial and Investment News - September 09, 2023 17:30 - 11 minutesThe saying “defense wins championships” applies in a few ways to portfolio management. Playing good defense (keeping your opponent off the board) and taking the risk out of the important areas of your life is the foundation of the game and gives you peace of mind as an investor. A leaky or inad...
Magnifying the Impact of Your Wealth | AWM Insights #168
AWM Insights Financial and Investment News - September 01, 2023 20:00 - 12 minutesWe frequently bring up the three uses of money (Spending, Saving, and Gifting) and how we help our clients expand their wealth and impact through each use. We implement a thoughtful and proactive approach to tax planning and management that helps our clients keep more dollars in their pockets. ...
Keeping Investment Returns in Your Pocket | AWM Insights #167
AWM Insights Financial and Investment News - August 25, 2023 20:00 - 11 minutesBeing a diligent, long-term investor is a very rewarding proposition, but most investors ignore the impact that taxes can have on their investments and what they get to “take home.” Our industry is almost solely focused on total returns and fixates on specific return figures, but those numbers ...
How to Think About Income – The Types, Sources, and Tax Implications of Each | AWM Insights #166
AWM Insights Financial and Investment News - August 18, 2023 21:00 - 8 minutesWe continue our series on the Multi-generational Wealth Formula. This week, we focus on income - the most common types and sources, active versus passive income, and how they are treated differently for tax purposes. The most common source is typically called Employment Income or W2 Wages. Thi...
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