Thursday Email - Jacob Turner Podcast

November 30, 2023

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Financial Planning Beyond The Game

Tune in for another compelling episode of Bridging the Gap as I welcome Jacob Turner, a former baseball player turned finance entrepreneur. Join the conversation as we delve into the financial challenges athletes face, the power of vulnerability in financial education, and insights into marketing wisdom and wealth management.

Jump to this:

[12:45] Success in various fields, such as sports and finance, is linked to discipline and the ability to delay gratification. Education should be tailored to individual engagement and understanding, rather than talking over their heads. The process should be collaborative, not just done for them.

[31:56] Confront challenges and fears by considering the worst-case scenario, which is often less dire than imagined.

The best is ahead!

-Matt