Join host Riccardo Stewart and his insightful co-hosts Sam Acho, Jeff Locke, and Zach Miller in this episode of the AWM NFL Podcast as they dive into the critical importance of having a team to manage the complexities of wealth for NFL athletes. Discover the benefits of moving from a single advisor to a coordinated team, as they share personal experiences and expert insights on wealth management, tax strategy, and creating multi-generational wealth for professional athletes.
Key Highlights
• Exploring the complexity of wealth management for NFL athletes and the need for specialized team support.
• Jeff Locke highlights the crucial tax challenges unique to professional athletes and the importance of targeted expertise.
• Zach Miller reflects on his experience of initially choosing individual advisors and the lack of coordinated support.
• Sam Acho discusses the short and long-term benefits of having a comprehensive team rather than relying on a single advisor.
• Examining common pitfalls players encounter without a team and strategies for effective wealth planning.
Quotes
• "One person can't do it all... you need an athlete specific tax person." – Jeff Locke
• "Not every place you work with is the same... NFL is so specific." – Zach Miller
• "Having a team means getting the expert answers you need without the runaround." – Sam Acho
Our advisors are ready to serve as your Athlete Family Office.
Our advisors are ready to serve as your Athlete Family Office.