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