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Brian Coughlin: Next-Level Investing & How Athletes Manage Their Wealth
Manage episode 430684968 series 2986350
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More money, more problems. So who are the next-level investing gurus who help 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, doing next-level investing for their clients.
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
********************
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Follow @thewinninginwinnipegpodcast for more!
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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.
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\\ 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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