• Helping Athletes Manage Their Wealth | Next-Level Investing With Brian Coughlin

  • Jul 25 2024
  • Length: 1 hr and 7 mins
  • Podcast

Helping Athletes Manage Their Wealth | Next-Level Investing With Brian Coughlin

  • Summary

  • More money, more problems. So how do our star athletes manage their wealth?

    Brian Coughlin is the Vice President and Investment Counselor for Cardinal Capital and the head of Cardinal Sport. In this episode, Brian shares his journey from playing hockey in the WHL to becoming a top investment advisor for athletes.

    We discuss the importance of financial planning for athletes, the evolution of the financial landscape for sports professionals, and the philosophy of risk management that guides Cardinal Sport.

    Tune in to hear insights on managing finances for long-term success, and balancing life and career. Whether you're an entrepreneur, athlete, or business owner, there's something here for everyone!

    Enjoy the conversation!

    Follow @thewinninginwinnipegpodcast for more incredible conversations with the BEST in Winnipeg!

    // CHAPTERS //

    00:00:00 Coming up...

    00:00:28 Introducing Brian Coughlin

    00:02:12 Personal Background

    00:13:06 Starting With Cardinal Capital

    00:14:56 Financial Planning for Athletes

    00:20:24 Common Financial Challenges for Athletes Today

    00:24:10 Financial Needs of Athletes

    00:27:45 Misconceptions About Financial Planning

    00:30:55 Ideal Client

    00:33:30 How Clients Find Me

    00:34:46 How I Grew Cardinal Sport

    00:40:25 Common Mistakes Young Financial Planners Make

    00:42:04 The Best Part of Working with Athletes

    00:44:03 The Hardest Part of Starting VS Running the Business

    00:48:50 The Values That Drive My Success

    00:51:57 Differences Between Sports Services

    00:52:54 Why Winnipeg?

    00:54:46 Top Places in Winnipeg

    01:00:15 Routine?

    01:01:44 Biggest Influences

    01:05:02 Wrapping Up

    \\ GUEST LINKS \\

    Cardinal Capital: https://www.cardinal.ca/approach

    Cardinal Sport: https://www.cardinal.ca/sport

    ********************

    FOLLOW THE WINNING IN WINNIPEG PODCAST!

    Follow @thewinninginwinnipegpodcast for more!

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    \\ LISTEN \\

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    @thewinninginwinnipegpodcast your premier business podcast, featuring great conversations with local entrepreneurs, business owners, and other celebrities who are absolutely killing it! Learn who they are, and what makes them tick, and get an inside look into the ins and outs of their unique industries.

    Follow @thewinninginwinnipegpodcast so you don't miss a single episode!

    \\ EMMETT LEO HOMES \\

    Dan Nagy is the founder of Emmett Leo Homes, a luxury custom home-building company in Winnipeg, Manitoba. He is also the face of @EmmettLeoHomes YouTube, where he shares insights into everything custom home building to empower viewers to be more equipped to tackle their own projects.

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