Join hosts Justin Dyer and Mena Hanna as they break down what it means to take the right shot in your investment playbook. This episode focuses on when and how to aim for big growth opportunities, balancing dependable moves with bold plays like venture capital. Listen in for expert guidance on building a well-structured portfolio, knowing when to take risks, and how to avoid costly pitfalls—all delivered through relatable stories from the world of sports and investing. Whether you’re planning for long-term success or seeking an edge with your next big move, this conversation covers the strategies every forward-thinking investor should know.
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Chapters
(00:00) Defining Winning and Strategic Big Plays
(01:00) Balancing Predictable and High-Growth Investments
(04:00) Building the Foundation Before Taking Risks
(05:00) Choosing the Right Asset Classes for Growth
(07:00) Approaching Venture Capital with Discipline
(09:00) Evaluating Costs and Terms in Direct Investments
In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle the real-life decisions that set elite athletes—and successful investors—apart from the crowd. They break down why focusing on process beats chasing short-term hype, sharing strategies for navigating market fads, clarifying your financial goals, and building a decision-making framework built for lasting results. Listeners will walk away with concrete techniques for making disciplined, high-quality choices that compound over time, both on and off the field. Tune in to learn how a proven playbook can help you win, not just in the markets, but in life and legacy.
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Chapters
(00:00) Playing the long game and real-life investment scenarios
(02:00) Using a structured decision framework
(03:00) Clarifying goals and evaluating decisions
(05:00) Focusing on process over short-term outcomes
(07:00) Probability, confidence, and quality in investments
(09:00) Applying the framework to personal financial situations
(10:00) Avoiding risky shortcuts and compounding quality decisions
Join Chief Investment Officer Justin Dyer and portfolio manager Mena Hanna as they break down what it really means to win in investing. This episode challenges the fixation on returns, spotlighting how true success comes from defining your personal goals and building a disciplined process. With relatable stories from sports and investing, Justin and Mena offer practical advice for making decisions that build lasting wealth and legacy. Tune in to learn how to craft a winning playbook for your family's financial future.
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Chapters
(00:00) Rethinking winning in investing
(01:00) Defining personal success and legacy
(04:00) The power of process over outcome
(06:00) Overcoming behavioral biases and hype
(07:00) Clarifying goals and measurement
(09:00) Intentional decision making for what matters most
In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the buzz around gold hitting all-time highs and the narratives that drive interest in alternative assets like crypto, collectibles, and NFTs. They challenge popular beliefs about gold as an inflation hedge and explore why traditional investments with real cash flows stand the test of time. With memorable stories and sharp analysis, this episode offers a seasoned perspective on navigating hype cycles and building a portfolio grounded in substance rather than speculation. Tune in if you want to sharpen your strategy and learn what truly matters in long-term wealth creation.
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Chapters
(00:00) Gold at all-time highs
(03:00) Understanding value without cash flow
(05:00) Gold as inflation hedge myth
(06:00) Bitcoin and digital gold comparisons
(07:00) Blockchain technology versus speculation
(08:00) The risks and realities of collectibles
(11:00) Dangers of narrative-driven investments
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.
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Chapters
(00:01) Quarter-end review and market performance
(01:59) Government shutdown and market impact
(04:16) Generational perspectives on investing
(09:47) Importance of discipline and foundational strategy
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.
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Chapters
(00:00) Discipline at Every Wealth Stage
(01:50) Earnings Window and Mistake Impact for Athletes
(03:54) Applying Maslow’s Hierarchy to Portfolio Construction
(05:24) Building Investment Portfolios Like a Home
(07:10) Foundations, Extensions, and Sizing Investments
(10:30) Aligning Risk and Timing With Goals
In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down some of the biggest trends dominating market headlines, from the rise of mega-cap tech stocks to the renewed buzz around gold. Together, they cut through the noise with expert analysis and real data, offering perspective on temptations like investing heavily in the hottest companies or chasing the next big thing. If you want to understand what really drives long-term investing success and why discipline beats FOMO every time, this episode delivers clarity and actionable insight for anyone looking to build and protect generational wealth.
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Chapters
(00:00) Trends in headline investing
(03:48) Concentration in mega-cap tech stocks
(09:08) US exceptionalism and global diversification
(14:03) Gold’s resurgence and investment utility
(18:18) Discipline over chasing fads
In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down the impact of interest rates on financial markets.
They unravel how changes from the Federal Reserve shape everything from your investment portfolio to everyday borrowing decisions, offering relatable analogies that make complex topics easy to understand.
With practical advice on refinancing and thoughtful discussion around the nuances of rate cuts, this episode gives listeners clear, actionable guidance in a shifting economic environment. If you want to understand what today’s interest rate moves really mean for your wealth, this conversation is worth a listen.
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Chapters
(00:00) The role of interest rates in financial markets
(01:44) Recent trends and impacts of interest rate changes
(03:41) The Federal Reserve’s priorities and mandates
(05:54) Refinancing and personal debt decisions
Join AWM's CIO, Justin Dyer, and Portfolio Manager, Mena Hanna, as they break down the realities of hype versus habits in long-term investing.
Drawing on stories from professional sports and first-hand experience working with athlete families, they explore why tempting trends and viral schemes rarely pay off, while steady discipline and strategic planning create lasting wealth.
This episode reveals the pitfalls of get-rich-quick fads, the pressure unique to pro athletes, and the proven power of compounding for multi-generational success. If you want to separate financial fact from viral fiction, this episode offers clarity—and a winning game plan.
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Chapters
(00:01) Hype cycles and influence of social media
(02:11) The lure of get-rich-quick schemes
(04:30) The risks and realities behind fads
(05:17) Unique challenges for athlete wealth
(07:34) The discipline of compounding and process
(10:01) Aligning incentives with long-term goals
(13:30) Consistency over chasing home runs in investing
Join AWM Capital’s Justin Dyer and Mena Hanna as they tackle the hot topic of copying the trading activity of politicians in today’s polarized climate. Together, they break down the data behind headline-grabbing performance claims, explore real-world examples like political ETFs, and reveal why timing, transparency, and changing regulations make these strategies unreliable. This episode offers a candid look at the pitfalls of politicized investing and underscores what actually drives long-term, multi-generational wealth. If you’ve ever wondered whether you should follow lawmakers’ moves in the market, you won’t want to miss this deep dive.
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Chapters
(00:00) The hype around copying politician trades
(01:02) Challenges of implementing trading strategies
(03:09) Data limitations and unreliable replication
(06:01) Real-world performance of political ETFs
(08:53) The dangers of politicized investing
(09:57) Regulatory changes and shifting rules
Join hosts Justin Dyer and Mena Hanna as they tackle two of the most pressing questions on the minds of today’s investors: Can AI truly beat the market, and what does it really mean to strikeout on an investment? Drawing on real market data and experience guiding athlete families, they break down persistent myths around algorithmic trading and market efficiency, then redefine what success—and failure—should look like in your portfolio. Whether you’re curious about the power of AI or looking to sharpen your long-term strategy, this episode delivers expert perspectives and practical wisdom to help you play the wealth management game for lasting results.
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Chapters
(00:00) Addressing client questions in wealth management
(00:49) Can AI trading outperform the market
(02:45) How market efficiency shapes returns
(06:00) The reality of seeking market inefficiencies
(07:52) Defining striking out in investing
(09:00) Managing risk through diversification and discipline
(11:12) Importance of compounding and consistent strategy
In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna take you inside the world of financial fads, from the dot-com bubble to the latest meme stocks and cryptocurrencies. Together, they break down why hype-driven trends can be so tempting—and so costly—for investors seeking long-term, multi-generational wealth. Discover practical strategies to separate substance from speculation and learn a proven framework for evaluating new opportunities in today's attention economy. If you're serious about preserving and growing your family's wealth, this episode delivers the key insights to help you play the stay-wealthy game with discipline and confidence.
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Chapter Outline
(00:00) Understanding financial fads and short-term hype
(01:41) Historical examples of investment fads
(05:34) Emotional triggers and herd mentality
(08:59) Why investment fads ultimately fail
(12:54) Framework for analyzing new investment opportunities
(16:29) Importance of ethics and diligence in investing
(17:33) Playing the stay wealthy game
Step into this week's episode as Brandon Averill, AWM CEO, takes the host chair and teams up with AWM portfolio manager, Mena Hanna, for a fast-paced session answering clients’ most pressing investing questions. Together, they unpack the realities of S&P 500 exposure, the long-term power of global diversification, and why compounding outpaces gold and real estate over time. The conversation also covers interest rates, currency moves, and the impact of tariffs, giving listeners actionable insights with a dash of humor and candor. Whether you’re working to build generational wealth or simply want a clearer financial playbook, this episode delivers practical wisdom you won’t want to miss.
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Chapter Outline
(00:00) Rapid fire investing questions
(01:15) S&P 500 in client portfolios
(03:21) Stock market versus gold and real estate
(06:43) Interest rates and portfolio impact
(10:25) The case for global diversification
(12:59) Tariffs, news, and long-term thinking
(14:35) Client engagement and setting the agenda
In this episode of AWM Insights, Justin Dyer and Mena Hanna trade rapid-fire takes on the week’s headlines—from the astonishing surge of Figma’s IPO to the risks and realities of market speculation. They break down what every athlete and investor should know about protecting wealth in short earning windows, demystify crypto, and tackle common market myths with seasoned perspective. Whether you’re curious about the latest trends or looking for playbook-driven advice to grow your legacy, this discussion offers practical wisdom and timely insights for navigating today’s financial landscape. Tune in for expert opinions, relatable stories, and a fresh take on owning your wealth.
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Chapter Outline
(00:00) Rapid-fire market Q&A format
(00:45) Surging IPO market activity
(01:39) Athletes and financial discipline
(03:26) Decoding crypto in plain language
(04:52) Investment myths and realities
(06:51) Interpreting surprising economic data
(08:11) Staying disciplined amid market hype
(09:38) Nuanced stance on crypto assets
(10:55) Opinion versus emotional reaction
In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the current state of crypto, separating substance from speculation while navigating the recent resurgence in the digital asset space. Together, they discuss the real opportunities and pitfalls, from the cyclical booms and busts to new industry risks—including evolving security threats and quantum computing. With practical stories and the seasoned perspective of investment professionals, you’ll gain a framework for distinguishing short-term hype from long-term value in crypto and Web3. Whether you’re crypto-curious or managing multi-generational wealth, this conversation sheds light on how to think strategically about digital assets in today’s ever-shifting landscape.
Chapter Outline
(00:00) Crypto returns to the spotlight
The conversation opens with the renewed attention on crypto markets, driven by recent headlines and the cyclical nature of the asset class. The hosts set the stage for a broad, nuanced discussion rather than focusing on any specific coin, explaining that crypto has re-entered mainstream conversations amid rising prices and speculation.
(01:45) Market cycles and volatility
The discussion highlights crypto’s history of dramatic booms and busts, referencing previous “crypto winters” and emphasizing the extreme volatility inherent in these markets. The hosts caution listeners to keep the risks in mind and not get swept up by hype, pointing out how many projects have collapsed and how holding through drawdowns requires strong discipline.
(03:40) Legislation and speculative mania
This segment covers the two key trends fueling current market dynamics: pro-crypto legislation in the US and India (notably with stablecoins) and a broader resurgence in speculative behavior. The hosts note both legitimate developments and meme-driven hype, describing how certain areas like stablecoins represent valid use cases amid a sea of speculation.
(06:30) Security risks and quantum threats
Attention turns to the heightened risk of hacks as crypto values soar, underscoring how loss of digital assets, whether from inadequate storage or potential technical advances like quantum computing, remains a significant but often underappreciated risk compared to holding traditional securities.
(07:25) Picks and shovels investment approach
The hosts describe their preferred approach: investing in infrastructure and ancillary businesses that support crypto activity, such as real estate for mining operations and companies producing critical hardware like Nvidia, rather than directly speculating on coins. This strategy emphasizes backing companies with tangible utility in the ecosystem.
(10:00) Focus on value creation versus speculation
Rounding out the discussion, the hosts stress the importance of investing where fundamental value is created—such as blockchain applications and private companies enabling tokenization—rather than chasing speculative trades in tokens without clear utility. They draw parallels to gold and emphasize the difference between long-term disciplined investing and short-term speculation, reiterating their commitment to long-term value and prudence in the face of crypto cycles.
Keywords: crypto, crypto cycles, digital assets, speculation, investment strategy, generational wealth, Web3, stablecoins, blockchain, security risks, quantum computing, private markets
In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna turn their attention to newly minted professional athletes stepping onto the big stage. Drawing on fresh examples from the MLB draft and insights inspired by Warren Buffett, they share practical, data-driven advice on building lasting wealth, tuning out financial noise, and setting purposeful intentions for both money and legacy. The conversation delivers clear pillars for financial discipline and resilience, making this episode a must-listen for anyone serious about securing their future—on and off the field.
Chapter Outline
(00:03) The journey begins for new professional athletes
The discussion opens by congratulating newly drafted professional athletes and acknowledging the rare accomplishment of reaching the professional level. The hosts pivot to address the wealth management challenges and opportunities that come with this transition, promising tangible advice rooted in more than clichés.
(01:43) Building multi-generational wealth through discipline
The conversation turns to the financial potential available to athletes at the start of their careers, drawing parallels to Warren Buffett’s journey and emphasizing the power of compounding, intentional decisions, and disciplined saving. The hosts highlight that with the right approach, athletes can establish financial foundations that last for generations.
(03:26) Tuning out noise and focusing on fundamentals
A data-driven approach is encouraged, warning athletes about distracting financial narratives and consumerist culture. Listeners are urged to ignore hype and short-term market drama and instead work with their advisors to build a robust, diversified financial structure that supports long-term stability.
(05:31) Setting intention and aligning investments with values
Athletes are reminded of the importance of clarifying personal priorities and being intentional with their money—whether that’s legacy-building, philanthropy, or supporting family. The hosts stress that clear intention must guide investment choices, and that direction may evolve over time.
(08:03) Four pillars of enduring financial success
The discussion crystallizes into four key reminders: maintain discipline both on and off the field, practice unwavering diversification, invest in personal well-being and in building a solid support team, and cultivate resilience to weather economic ups and downs. Establishing purpose and defining a desired legacy anchor these pillars.
(10:45) Embracing the long game and the basics
The episode closes with the reminder that wealth building is a marathon, not a sprint—new professionals are just at the start of a long journey. Mastering core principles and returning to data-driven basics are essential for anyone committed to achieving and sustaining long-term wealth.
In this episode of AWM Insights, hosts Justin and Mena explore how simple, steady habits can lay the groundwork for lasting multi-generational wealth. Drawing on investment legends like Warren Buffet and proven lessons from mental performance experts, they discuss why foundational behaviors—from automated savings to family conversations—are more powerful than flashy market moves. Whether you’re building your financial legacy or looking for practical steps to level up your money game, this conversation delivers actionable insights and the motivation to own your wealth with intention. Tune in to discover how the little things, practiced daily, make all the difference for today and tomorrow.
Chapter Outline
(00:00) The Power of Tiny Habits
The episode opens with a focus on how small, consistent habits are the underlying force behind building significant wealth that endures for generations. The hosts discuss parallels between investing, personal development, and the science of habit formation, referencing James Clear’s "Atomic Habits" and proven strategies from top investors.
(03:00) Long-Term Investment Success Stories
Using Warren Buffet as an example, the discussion highlights how patient, disciplined investing—rooted in steady habits and a solid foundation—generates outsized results over time. The importance of starting early and compounding simple behaviors is emphasized, especially for young, high-earning clients.
(05:00) Building Foundations Through Systems
Automated savings, disciplined investing, staying within a budget, and scheduled family meetings are presented as actionable pillars of a successful wealth strategy. Habitual practices such as gratitude and generosity are framed as key components in fostering a positive wealth mindset and ensuring values are passed down.
(07:00) Ownership and Collaborative Stewardship
Listeners are encouraged to take an active role in their financial journey, owning their outcomes while leveraging expert guidance. The conversation underscores that while technical advisors set the framework, true wealth creation depends on daily discipline and responsible choices within the family dynamic.
(09:00) Daily Practice and Values Alignment
The episode closes with a call to integrate foundational habits and value-driven thinking into everyday routines. The hosts urge listeners to consistently practice these principles, blending human and financial capital management, in order to sustain a thriving family legacy across generations.
Keywords: generational wealth, wealth habits, financial legacy, investment strategies, family office, multi-generational planning, automated savings, financial discipline
In this episode of AWM Insights, Justin and Mena break down the surprising twists of Q2, reflecting on how international and emerging markets have outpaced the US, and what that means for portfolio performance. With practical stories and real data, they explore the impact of currency shifts, the dangers of emotional investing, and the high cost of sitting in cash during turbulent times. Whether you’re a seasoned investor or just leveling up your wealth game, this conversation delivers timely perspectives and clear, actionable advice to help you keep your long-term strategy on track. Tune in for a candid assessment of the market’s latest moves—and the discipline it takes to win beyond the headlines.
Chapter Outline
(00:00) Reflecting on Q2 Market Highlights
Justin and Mena open with a candid review of the second quarter, noting its positive momentum compared to the first quarter, and introducing major events like the April tariff-driven “Liberation Day” selloff. They frame this as a pivotal period for reassessing and setting expectations for the rest of the year.
(01:45) Global Diversification Pays Off
Mena highlights how international developed and emerging markets outperformed the US, thanks in part to a weaker dollar. This surge illustrates the importance of robust global diversification, which has delivered significant returns for those not overly concentrated in US markets.
(04:00) Currency Dynamics and Investment Impact
The team explores the relationship between currency movement and portfolio returns, explaining how a depreciating US dollar has bolstered overseas investments and provided an extra lift for investors diversified beyond the US.
(05:00) Discipline Over Emotion During Volatility
Justin and Mena stress sticking to a disciplined, long-term plan rather than reacting to market swings or headline news. They discuss the pitfalls of timing markets based on emotions or political events, emphasizing data-driven decision-making to avoid costly mistakes.
(07:30) Dangers of Staying in Cash
They warn against moving assets into cash during uncertain times, citing real examples where such moves not only miss market rebounds but also lose purchasing power to inflation. The conversation points out the compounding harm this can cause to long-term wealth.
(09:00) Long-Term Focus and Human-Centered Strategy
The episode closes with a reminder that investing is fundamentally about supporting life goals and family priorities—not beating short-term trends. Justin and Mena urge listeners to maintain a long-term perspective, applying these core principles even as uncertainty remains in the broader economy.
Keywords: international markets, emerging markets, Q2 market review, global diversification, wealth strategy, discipline in investing, market volatility, cash risks, currency impact, AWM Insights
In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna take a direct approach to the week’s surging headlines, reminding listeners why the discipline of long-term investing is fundamental to the 100-year family operating system. With noise coming from all angles—markets, media, world events—the conversation zeros in on the habits that separate families who build multi-generational wealth from those who lose focus. If you’re playing for legacy, not headlines, this episode steers you straight to the core: Success comes from staying process-driven and resilient, not reacting to the news cycle.
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On this episode of AWM Insights, Justin and Mena bring steady leadership to a field rattled by Middle East conflict, the ongoing war in Ukraine, and an uptick in domestic political noise. They walk through how to handle volatility like a pro: keep to the playbook, don’t let emotions call the plays, and remember the data that champions long-term discipline. For families with a lot on the line, this is a conversation about keeping your strategy sharp when the headlines threaten to take you off your game.
Key Highlights
