Latest Athlete financial advisor Podcast Episodes
Maximizing Your Physical, Intellectual, & Social Capital | AWM Insights #165
AWM Insights Financial and Investment News - August 11, 2023 21:00 - 8 minutesUnderstanding the different types of Human Capital is critical to building multi-generational wealth. The three main types are Physical, Intellectual, and Social Capital. Each plays a role in building wealth and leading a more flourishing life. Your Physical Capital is your strength, your natur...
Expanding and Protecting Your Sources of Wealth | AWM Insights #164
AWM Insights Financial and Investment News - August 04, 2023 21:00 - 9 minutesCapitalizing on your Human Capital is essential. Capturing the three main branches of Human Capital (Physical, Intellectual, and Social Capital) in a comprehensive and tax-efficient manner is the starting point for building wealth. From there, this acquired needs to be strategically used to wor...
Riding the Public Market Rollercoaster | AWM Insights #163
AWM Insights Financial and Investment News - July 21, 2023 20:30 - 10 minutesLast October when Equity Markets bottomed out, there were calls to sell and warnings that market conditions would only get worse with rampant inflation and a weakening economy. With the recent positive performance of most Public Equity Markets, you may be noticing that the trend to invest and t...
Putting Your Cash to Work | AWM Insights #162
AWM Insights Financial and Investment News - July 14, 2023 22:00 - 11 minutesWith short-term interest rates currently hovering above 5% and inflation remaining elevated, the proposition of holding too much cash can be a costly one. Cash gives investors security, immediate accessibility, and certainty as there are FDIC assurances that prevent total losses, but the cost o...
How to Evaluate your Portfolio’s Performance | AWM Insights #161
AWM Insights Financial and Investment News - June 30, 2023 20:00 - 11 minutesTaking the time to review your portfolio’s performance is a great exercise, but it’s important to use the right tools and methodology to carry out an accurate evaluation. It’s also critical to remember that everyone is playing a different game with different starting and ending points. This fac...
The Importance of Behavioral Finance | AWM Insights #160
AWM Insights Financial and Investment News - June 23, 2023 20:30 - 12 minutesUnderstanding, processing, and regulating emotional responses toward your investments is one of the most important skills to have in order to be a successful and diligent investor. Markets give us various inputs that lead to an array of feelings, but it is critical to process and regulate your ...
Patience and Persistence in the Markets | AWM Insights #159
AWM Insights Financial and Investment News - June 16, 2023 22:00 - 12 minutesThe S&P 500 is up more than 20% since it hit its low last year. Market conditions have improved since then with CPI inflation coming in at 4%, and the Federal Reserve pausing rate hikes this week. There is a huge lesson to learn from the market’s short-term performance. Patience and persistence...
The Importance of Consistency and Repeatability in Venture | AWM Insights #158
AWM Insights Financial and Investment News - June 09, 2023 20:00 - 11 minutesAs we wrap up our series on Private Markets and Venture Capital specifically, it’s important to highlight why Venture has been so impactful in building multigenerational wealth. Historically, Venture Capital as an asset class has had remarkable returns due to its positioning on the cutting edg...
How to Build a Best-in-Class Venture Portfolio | AWM Insights #157
AWM Insights Financial and Investment News - June 02, 2023 20:30 - 13 minutesConstructing a well-diversified portfolio is very similar to building a well-rounded baseball team. Assets must be distributed between current players and prospects to field a strong lineup while also investing in the future to fill any foreseeable gaps and improve key positions. Venture Capit...
Selecting the Best Opportunities in the Private Markets | AWM Insights #156
AWM Insights Financial and Investment News - May 19, 2023 18:00 - 11 minutesTens of thousands of Private Equity and Venture Investments are made every year. How can you sort through these opportunities in thoughtful ways to isolate and get in front of the best of the best? Private Markets are not as transparent as their public counterparts, which adds to the complexity...
How do we build our Venture Portfolio? | AWM Insights #155
AWM Insights Financial and Investment News - May 13, 2023 16:00 - 11 minutesPrivate Markets, and specifically, Venture Capital, appeal to investors as they offer outsized returns for those that can accept illiquidity and risk. After we work through those factors for a client and build a dependable financial structure, how do we invest to maximize your opportunity for su...
Accessing the Private Markets | AWM Insights #154
AWM Insights Financial and Investment News - May 05, 2023 19:00 - 16 minutesPrivate Markets are not open to all investors. There are minimum thresholds that need to be met to qualify individuals to invest in this space. These rules are set to protect smaller, less sophisticated investors from the challenges and complexity of the Private Markets. On top of the regulator...
Private Market Basics | AWM Insights #153
AWM Insights Financial and Investment News - May 01, 2023 20:30 - 14 minutesPrivate Markets represent a broad range of asset classes and opportunities for investors. Historically, the best-performing segment of Private Markets has been Venture Capital, which has also significantly outperformed public markets. Investing in highly innovative companies early in their life...
The Multigenerational Mindset | AWM Insights #152
AWM Insights Financial and Investment News - April 21, 2023 18:00 - 11 minutesAthletes 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...
The US Dollar and Economy | AWM Insights #151
AWM Insights Financial and Investment News - April 17, 2023 15:30 - 14 minutesThe Dollar became the International Reserve Currency in 1944 to establish a common medium of trade in a war-torn world. Since then, the Dollar has been trusted by non-US countries to settle transactions for goods, commodities, and services due to its stability, predictability, and broad usage....
The AI Wave and How It Impacts Your Portfolio | AWM Insights #150
AWM Insights Financial and Investment News - April 07, 2023 19:30 - 10 minutesAI is today’s buzzword, and for good reason. OpenAI’s release of ChatGPT to the public has started a wave of creativity in applications for the broad tool. It has started disrupting major fields and industries from education to programming, and we are still in the infancy stage. As promising a...
The Difference Between Tax Planning & Tax Filing | MLB Draft #10
MLB Draft Podcast - April 03, 2023 19:00 - 16 minutes ★★★★★ - 2 ratingsTaxes are one of the biggest destroyers of wealth. Misconceptions about taxes are everywhere, and you often hear many of them daily. Below are a few examples we often hear: Getting a large tax refund is always a good thing My CPA did a good job if I got a bigger tax refund April 15th is t...
The Basics of Private Market Investing | AWM Insights #149
AWM Insights Financial and Investment News - March 31, 2023 18:00 - 14 minutesPrivate Markets come with a very different set of challenges and rewards when compared to Public Markets. Unlike the Public Markets, there are requirements that need to be met for investors to be able to access Private vehicles as they are illiquid. Private Markets are also much less transparen...
Building Resilient Portfolios | AWM Insights #148
AWM Insights Financial and Investment News - March 24, 2023 20:00 - 14 minutesMarkets rarely move sideways without fluctuations. Although we may want a smoother path to success, fluctuations and volatility are signs of health in the financial markets and give investors the returns they seek over extended periods of time by weeding out short-term investors and “nervous c...
Understanding The “Net Signing Bonus” And Its Importance | MLB Draft #9
MLB Draft Podcast - March 20, 2023 17:30 - 11 minutes ★★★★★ - 2 ratingsMLB teams will be interested in your gross signing bonus. Your agent will be paid based on your gross signing bonus. You should be focused on your NET SIGNING BONUS. Your net signing bonus is what you will have in your pocket after taxes. This is the amount of money that you will be able to...
How Doing the Simple Things Wrong Can Be Disastrous | AWM Insights #147
AWM Insights Financial and Investment News - March 18, 2023 16:35 - 15 minutesIt has been a news-filled last few weeks, to say the least! On a positive note, the silver lining that is evident through the turmoil is that many of these issues can and should have been prevented through the use of proper financial logic and principles. Whether it was diversification, fixed ...
Advice From A 1st Round Parent | Erik Averill, Travis Chick | MLB Draft #8
MLB Draft Podcast - March 06, 2023 16:00 - 58 minutes ★★★★★ - 2 ratingsOn this week’s episode, we’re honored to be joined by Todd Seigler, father of Anthony Seigler – a first-round draft pick with the New York Yankees. We get to hear from Todd on what the draft process was like from the perspective of family members and in working through these areas together as a ...
Advice From A 1st Round Parent | MLB Draft #8
MLB Draft Podcast - March 06, 2023 16:00 - 58 minutes ★★★★★ - 2 ratingsOn this week’s episode, we’re honored to be joined by Todd Seigler, father of Anthony Seigler – a first-round draft pick with the New York Yankees. We get to hear from Todd on what the draft process was like from the perspective of family members and in working through these areas together as a ...
Rewarded Factors and Outperforming the Market | AWM Insights #146
AWM Insights Financial and Investment News - March 03, 2023 21:15 - 12 minutesRewarded factors have been integral for investors that seek to outperform the market. Instead of guessing and making stock picks, the use of these factors has beaten indices and stock pickers while keeping costs low and staying more tax efficient than active managers. Incorporating more small...
The Logic Behind Your Stock Holdings | AWM Insights #145
AWM Insights Financial and Investment News - February 24, 2023 18:00 - 12 minutesDiversification is a key pillar of financial success. Owning as many companies as you possibly can position your portfolio to pick up returns from generational performers, and increases your odds of not missing out on these best-in-class companies. This concept makes its way into Global Marke...
When Should You Hire A Financial Team | MLB Draft #7
MLB Draft Podcast - February 20, 2023 17:30 - 11 minutes ★★★★★ - 2 ratingsDo you know when to start looking to hire a financial team? The easy answer is: “As soon as you are making financial decisions, and as soon as you have done the research to know who to hire.” Easy enough right, but unfortunately most people have boiled down financial decisions into choosing...
Focusing on What Matters and Tailoring Your Portfolio | AWM Insights #144
AWM Insights Financial and Investment News - February 17, 2023 20:30 - 14 minutesYour portfolio’s purpose is to be used to accomplish the goals that you value. This can range from lifetime spending, paying for schooling, buying property, and passing down wealth to future generations. These goals all come at differing times and with varying levels of importance based on what...
The Importance of Protecting What You Need and Risking What You Can | AWM Insights #143
AWM Insights Financial and Investment News - February 10, 2023 18:00 - 13 minutesIn markets, risk and return go hand in hand. The more risk you can take with your portfolio, and the more time you can leave money invested in markets that generate a risk premium, the higher your expected return will be. Even through periods like the dot com bubble and the Great Recession, lon...
Adley Rutschman on Going Amateur to Pro | MLB Draft #6
MLB Draft Podcast - February 06, 2023 22:30 - 36 minutes ★★★★★ - 2 ratingsOn this week’s episode, Erik and Travis talk with Adley Rutschman, catcher for the Baltimore Orioles. Adley was selected by the Orioles as the first overall selection in the 2019 Major League Baseball draft with the highest signing bonus ever. He joins us this week to discuss his time playing in...
How Robust Planning is Positioning Your Portfolio for Success | AWM Insights #142
AWM Insights Financial and Investment News - February 03, 2023 20:30 - 12 minutesAs new economic data is reported and forecasts are updated, it’s easy to get lost in the constant flow of information. You will hear things from just about every source out there. But does it matter? What info is important to pay attention to? As entertaining as markets can be, it’s imperative ...
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