Key Highlights:

• Examination of the skills required to sustain multi-generational wealth, covering taxation and cash flow management.
• Insights on accessing and benefiting from private market investments.
• Importance of comprehensive planning for life events like marriage and family based on personal experiences.
• Differentiating the roles of agents, marketing teams, and family office advisors in an athlete's financial management.

Quotes:

• "The best private investments don't need your money... access is the name of the game." – Zach Miller
• "It's not just about knowing what you know, but having people who know what you don't." – Sam Acho
• "Your family office takes over to ensure your money stays with you and your family." – Jeff Locke

Key Highlights:

• Learn why assigning a job to every dollar is key to financial stability.
• Explore the balance between saving what you have and investing it wisely.
• Discover the different roles your money can play—like short-term reserves and long-term growth.
• Understand why hard financial decisions are crucial to hitting your goals.
• Hear why assembling a reliable financial team makes all the difference.

Quotes:

• "The job of each dollar tells you how to invest, not the other way around." – Jeff Locke
• "Treat your family like a business; give every dollar a job." – Sam Acho
• "Having the right team helps you put your dollars to work the right way." – Zach Miller

Key Highlights:

—Discussion on aligning client priorities with their wealth to effectively manage and spend money.

—Jeff Locke advises against traditional budgeting, focusing instead on trade-offs and priorities.

—Zach Miller emphasizes understanding individual needs, wants, and wishes.

—Sam Acho highlights the joy and satisfaction derived from giving and how it counteracts greed.

Quotes:

—"Priority means you have to place certain things over others." – Jeff Locke

—"Giving unlocks the grips of greed." – Sam Acho

—"Money is just a magnifier. It doesn't change you; it just exposes who you already are." – Sam Acho