Financial Planning That Starts With You
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Financial Planning That Starts With You
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In this episode of the AWM NFL Podcast, hosts Riccardo Stewart, Zach Miller, Jeff Locke, and Sam Acho break down what it truly means to take a human-centered approach to wealth management for professional athletes. The team unpacks the stark differences between generic financial advice and the custom-built strategies of a family office, using insightful analogies from architecture and fashion to illustrate why one size does not fit all. With personal stories and real-world examples, they reveal how aligning your financial plan to your unique life, values, and legacy can have a transformative impact on long-term wealth. Tune in to hear firsthand how elite athletes can build lasting prosperity for themselves and their families.
Chapters
(00:01) Human centered financial planning
(02:40) Building your financial structure
(04:14) Model homes versus custom homes
(06:53) The custom fit approach
(09:58) Financial structures for high earners
(11:21) Listening to your story