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From Catcher to Counselor: Nick McCoy’s Journey from Pro Baseball to Financial Planning

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Manage episode 507366444 series 2952406
Content provided by Bret Schanzenbach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bret Schanzenbach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Carlsbad People, Purpose, and Impact, host Bret Schanzenbach sits down with Nick McCoy, former pro baseball player turned financial advisor at Stifel Financial.

Nick shares his journey from Little League in San Diego to being drafted by the New York Yankees, grinding through the minor leagues, and later scouting internationally for the Los Angeles Angels—all while earning his MBA at USC. He reflects on the discipline and resilience sports instilled in him, and how those lessons carry into his current career helping clients navigate financial decisions.

Now rooted in Encinitas with his young family, Nick emphasizes the importance of trusted financial guidance—especially for athletes and families managing life transitions. He also highlights Stifel’s culture of stability and client-first service, as the firm expands its presence in Carlsbad.

This conversation blends stories of sports, business, and life purpose—perfect for anyone navigating big career or financial transitions.


Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 507366444 series 2952406
Content provided by Bret Schanzenbach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bret Schanzenbach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Carlsbad People, Purpose, and Impact, host Bret Schanzenbach sits down with Nick McCoy, former pro baseball player turned financial advisor at Stifel Financial.

Nick shares his journey from Little League in San Diego to being drafted by the New York Yankees, grinding through the minor leagues, and later scouting internationally for the Los Angeles Angels—all while earning his MBA at USC. He reflects on the discipline and resilience sports instilled in him, and how those lessons carry into his current career helping clients navigate financial decisions.

Now rooted in Encinitas with his young family, Nick emphasizes the importance of trusted financial guidance—especially for athletes and families managing life transitions. He also highlights Stifel’s culture of stability and client-first service, as the firm expands its presence in Carlsbad.

This conversation blends stories of sports, business, and life purpose—perfect for anyone navigating big career or financial transitions.


Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

  continue reading

159 episodes

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