In this episode of AWM Insights, we kick off a mini-series on building a best-in-class investment portfolio. Justin Dyer and Mena Hanna discuss why having a structured investment plan is crucial for professional athletes and individuals looking to achieve multi-generational wealth. The conversation dives deep into the importance of a customized approach to investing, offering insights on how a well-structured portfolio can lead to financial resilience and success.

Key Highlights

• Discussing the foundational need for a best-in-class portfolio and its alignment with life's goals.
• The critical role of process and planning in both investing and professional athletic pursuits.
• The benefits of portfolio diversification for managing market turbulence and achieving long-term goals.
• The impact of reacting to market noise and the importance of a disciplined investment strategy.

Quotes

• "You always need a plan, whether you're running a marathon or managing multi-generational wealth."
• "Diversification and smart asset allocation are your financial warmups and cool downs, helping protect your wealth from unexpected setbacks."
• "The process should give you confidence and help you sleep at night by providing pause against reacting to the current market environment."