Latest Athlete financial advisor Podcast Episodes
Happy 30th Anniversary to Efficient Investing! | AWM Insights #141
AWM Insights Financial and Investment News - January 28, 2023 15:00 - 12 minutesExchange-traded funds (ETFs) were first launched on January 22nd, 1993 and have helped investors of all sizes save money on fees, diversify their portfolios, and reduce their annual tax bills. The structure and operating process of the ETF paired with a diligent, diversified, and rules-based in...
How Do I Prepare to Make the Decision to Sign or Not | MLB Draft #5
MLB Draft Podcast - January 23, 2023 15:00 - 13 minutes ★★★★★ - 2 ratingsGoing into the MLB Draft, there are a lot of questions that will be asked, but at the end of the day, the only question that matters is the question of whether or not you will sign. How do I make this decision? As the owner of your career and life, you should prepare for the MLB Draft like t...
Financial Statements and What Really Matters | AWM Insights #140
AWM Insights Financial and Investment News - January 20, 2023 21:45 - 13 minutesDoes evaluating financial statements for publicly traded companies lead to better returns? This may seem like a simple question on the surface, but understanding the magnitude of the question is important. There are roughly 60,000 publicly traded companies worldwide according to the World Fede...
2023 Kick-off | AWM Insights #139
AWM Insights Financial and Investment News - January 13, 2023 23:07 - 12 minutesWelcome to 2023! The New Year is always a natural time for reflection. We looked back on the year that was in our last episode. In this week’s episode we take a look forward and set some foundational expectations for the year ahead, whatever it may bring. The big topics in the financial media...
Hiring the Right Financial Team | MLB Draft #4
MLB Draft Podcast - January 09, 2023 19:30 - 16 minutes ★★★★★ - 2 ratingsWhat should I look for when interviewing financial teams? The financial team you hire should be Independent, Integrated, and Individualized. If they aren’t, you are putting your financial security at risk. Independent –The first question to ask a financial advisor is if they must always wo...
Year End Review: 2022 | AWM Insights #138
AWM Insights Financial and Investment News - January 06, 2023 21:30 - 17 minutes2022 has been a rough year for investors and brought in a long list of exceptional events. Meltdowns in SPAC’s and Crypto, an energy crunch, rising interest rates, and an unprecedented war overseas lead to market reactions and financial turbulence. Most Equity and Bond indices finished the year ...
FTX, Inflation, and Navigating Hype Cycles | AWM Insights #137
AWM Insights Financial and Investment News - December 19, 2022 13:21 - 17 minutesTailoring a portfolio to your needs is very similar to designing and constructing a home for you. A general plan needs to be established based on how many rooms are needed, what style and functionality are desired, and what amenities and extras can fit in the most optimal and seamless way. It t...
Is a Recession Coming? | Insights #136
AWM Insights Financial and Investment News - December 06, 2022 22:20 - 13 minutesIt often seems like the world economy is not prospering, but instead heading toward a recession. Negative news frequently dominates headlines, and it tends to catch the attention of investors more than its positive counterpart. The unfortunate reality is that optimism is rare and hard to come by...
The Draft Opportunity | MLB Draft #1
MLB Draft Podcast - November 14, 2022 15:00 - 5 minutes ★★★★★ - 2 ratingsWelcome to the MLB Draft Podcast, the proven playbook to help you navigate the Draft Process successfully. Our goal is to inform you, support you, and help you achieve the greatest amount of success which we define as: Fulfilling your potential to become the best MLB player and; Maximizing t...
Two Simple Principles to Investing Success | Insights #135
AWM Insights Financial and Investment News - November 12, 2022 13:00 - 15 minutesWe all have our dreams, and while they might not always be realistic, it can be fun to get caught up in the hype of the newest product, market trend, or what you’d do with $2 billion if you won this week’s Powerball, it doesn’t always pan out. However, what if you were told that some of your w...
Why Your Portfolio Can Beat the Competition | AWM Insights #134
AWM Insights Financial and Investment News - October 29, 2022 13:00 - 13 minutesAs a pro athlete or successful businessperson, you have heard this statement a thousand times, “control what you can control.” Why? It’s because every fiber of our being wants to react to the “noise” good or bad. We are easily caught up in the emotion of an event or views of the crowds. This ...
How Your Portfolio Is Built To Win During Bad Markets | AWM Insights #133
AWM Insights Financial and Investment News - October 21, 2022 19:39 - 17 minutesThe S&P 500 is down ~23% year-to-date which has felt like an exhausting marathon. Would you believe us that the -23% return has been created by only nine days? There are 254 trading days in a market year. It’s a silly exercise but if you had the ability to avoid those nine days, you'd actuall...
1,982% Return: Are You Willing to Do What It Takes? | AWM Insights #132
AWM Insights Financial and Investment News - October 14, 2022 21:56 - 17 minutesIn business and sports, everyone dreams of the payoff. A company that sells for billions and an athlete that signs the big contract. Yet, every owner and athlete who has achieved this will tell you the sacrifice and resiliency it takes to survive the gauntlet of the journey. 1,982% cumulative r...
Is A Recession Looming? | AWM Insights #131
AWM Insights Financial and Investment News - October 11, 2022 21:30 - 15 minutesWe have recently hit 2-year lows on many indexes, and if you have tuned into any financial news offerings lately, you would believe that the worst is yet to come. More interest rate hikes are on the horizon, greater uncertainty remains from the war in Ukraine, and energy prices that continue to...
Is The Market Healthy? | AWM Insights #130
AWM Insights Financial and Investment News - October 04, 2022 20:28 - 16 minutesMarkets are crazy right now. The S&P 500 was down over 9% for September alone. Interest rates have been marching higher. What does this mean for you and your money? Everyone goes through challenging periods of time whether that's in sports or business. Investing is no different. It is perfectly...
What Rising Rates Mean For You | AWM Insights #129
AWM Insights Financial and Investment News - September 28, 2022 19:22 - 15 minutesRising interest rates have dominated headlines for the last few months, but which rate is the most important to you? Should you be concerned? The rate you’ve likely heard the most about is the Fed Funds rate. In short, this is the interest rate that banks charge each other if they need to b...
Guide to Generational Wealth | AWM Insights #128
AWM Insights Financial and Investment News - September 21, 2022 19:49 - 14 minutesIt is estimated that 70% of wealth is lost by the second generation and 90% by the third. This is what defines the phrase “shirtsleeves to shirtsleeves” and it has been this way for centuries and across cultures. What can be done about it? You have to start by being intentional and focusing o...
Aligning Impact and Intent | AWM Insights #127
AWM Insights Financial and Investment News - September 14, 2022 21:24 - 14 minutesMoney is just a tool to drive impact. What that impact looks like is different to every individual and family. The anxiety of preparing the next generation is universal across wealthy families. Building the mindset to raise kids well and not spoiling them while giving them the foundation to liv...
What Protection Do I Need? | AWM Insights #126
AWM Insights Financial and Investment News - September 07, 2022 15:59 - 15 minutesIt only takes one unfortunate event to bring down everything. That is why risk management is such an important part of protecting your financial structure and sustaining generational wealth. It is not generally given the attention it deserves. Risk management is more than just insurance. It is ...
Building a Family Focused Investment Plan | AWM Insights #125
AWM Insights Financial and Investment News - September 01, 2022 21:36 - 15 minutesWhere do you start when building an investment plan? What are the first steps and what’s most important? Should we maximize returns and let our investments run our lives or should we let our needs, wants, and wishes drive how we invest? Where do taxes fit in? You have only one net worth and one...
One Net Worth and One Tax Rate | AWM Insights #124
AWM Insights Financial and Investment News - August 25, 2022 13:00 - 14 minutesTax planning is the backbone of the family office. A tax team focused on minimizing your taxes is a must-have for families to optimally grow wealth and then sustain it multi-generationally. These opportunities are often missed because most Americans invest money only in their company 401k or an ...
Do You Need a Family Office? | AWM Insights #123
AWM Insights Financial and Investment News - August 19, 2022 20:58 - 15 minutesFamily office is the buzzword in the industry these days. The problem is not everyone is staying true to what a family office does and many are not keeping clients at the center of what’s important. Anyone with sports or business experience understands the value of the team. The integration, in...
Is Ultra-High Net Worth Advice Different? | AWM Insights #122
AWM Insights Financial and Investment News - August 11, 2022 13:00 - 12 minutesHow do you establish a family legacy that transfers to the next generation? This is the most difficult task ultra-high net worth families will face. Of course, technical expertise is important when creating a legacy that will last generations, but the next generation must be prepared to steward ...
What Can You Control In Investing? | AWM Insights #121
AWM Insights Financial and Investment News - August 05, 2022 16:31 - 12 minutesYou should be investing, but that doesn't mean you have to settle for a poor investing experience. The broker selling you the next hot stock or Jim Cramer telling you to “buy, buy, buy” will not deliver the good experience nor the optimal returns you deserve. Too many investors hear about the n...
Emotions and Investing | AWM Insights #120
AWM Insights Financial and Investment News - July 29, 2022 20:42 - 16 minutesRecessions, high inflation, or all-time market highs are usually the only times investment news makes its way into mainstream media. Financial news is really incentivized to instill fear or greed and is only entertainment at the end of the day. Ignoring this noise is paramount to a better invest...
The Only Free Lunch | AWM Insights #119
AWM Insights Financial and Investment News - July 20, 2022 20:11 - 15 minutes“Don’t put your eggs all in one basket” Everyone has heard this saying but are you doing it as efficiently as possible with your investments? Don’t fall in love with one single investment category because this overconcentration is an unnecessary risk. Intelligent diversification is impl...
Factors of Returns | AWM Insights #118
AWM Insights Financial and Investment News - July 13, 2022 19:17 - 18 minutesInvesting in index funds or ETFs is a great place to start, but can you do better? There are segments of the stock market that have proven over time to deliver better results than the averages. This is backed by almost one hundred years of data and research across time periods and found in m...
Pursue the Better Investing Experience | AWM Insights #117
AWM Insights Financial and Investment News - July 06, 2022 15:00 - 17 minutesResults are what matter at the end of the day. We want to play the game that gets us the best results. The evidence presented in the last several podcasts has made it clear what you should focus on as an investor if you want the best results. Average returns in capital markets have produced ...
The Costs of Market Timing | AWM Insights #116
AWM Insights Financial and Investment News - June 29, 2022 21:00 - 17 minutesCan you trade on the market inefficiencies and come out ahead after costs and taxes? The evidence is clear and it isn’t good news for the market timers. These market timers are investors and advisors that promise to get out at the top and then get back in at the bottom. It sounds great in th...
Don’t Chase | AWM Insights #115
AWM Insights Financial and Investment News - June 22, 2022 19:00 - 13 minutesIt seems natural that the most skilled and talented managers should be able to outperform on a consistent basis. In reality, the data doesn’t support this and it actually shows the opposite. In public markets, persistence, or the ability of the best to stay the best, just isn’t shown in the evid...
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