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
