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Join AWM’s Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the latest quarter’s market performance, tackle the headline-grabbing government shutdown, and explore how different generations approach investing. Drawing from historical data and lived experience, they separate economic noise from true market drivers and share the timeless role of discipline in building long-term wealth. If you want an inside track on how market pros think about volatility, generational perspective, and building a resilient portfolio, this episode packs strong opinions and practical insights you can use. Tune in for advice that cuts through the noise and helps you stay focused on what matters most for your financial future.

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they tackle one of the most common—and misunderstood—questions in wealth management: how should your investment approach shift as your income and wealth grow? Drawing from the world of professional athletes, Justin and Mena break down the discipline needed at every stage, from starting out to building multi-generational wealth. They share straightforward frameworks, practical analogies, and offer expert insights into aligning investments with your life’s milestones. If you want to learn how to create a playbook for sustainable, lasting wealth, this episode is for you.

Disciplined investing and genuine diversification have historically protected generational wealth far better than chasing trends or concentrating on a handful of standout stocks. At AWM Capital, our method prioritizes stewardship, strategic integration, and a playbook meant to last for generations—because our job is to keep families wealthy, not just to make headlines.

Discover how Federal Reserve rate changes influence investing, debt, and opportunity. Understand the nuanced impact on your financial playbook and why measuring true refinancing costs—including all fees—matters.

Using a Solo 401(k) is the optimal strategy for professional golfers retirement planning over a SEP IRA.

On this episode of the AWM NFL Podcast, host Riccardo Stewart is joined by Jeff Locke, Sam Acho, Joe, and Zach Miller to break down a topic every pro needs to understand: target date funds.

Disciplined, long-term investing—fueled by repeated habits and aligned incentives—consistently outpaces hot trends and influencer-driven advice, giving professional athletes and high-net-worth families the blueprint to preserve wealth across generations.

Copying politicians’ trades is a headline-grabbing idea, but reporting lags, incomplete data, and consistent underperformance against benchmarks prove it’s not a foundation for multi-generational wealth.

Financial plans for pro athletes should never be one-size-fits-all. In this episode, our team draws the parallel between building a custom home with an architect and designing your financial structure with a family office.