FutureProof Advisor Podcast29 Marras 2023

Financial Planning Beyond The Game with Jacob Turner

In this episode of Bridging The Gap, Matt welcomes Jacob Turner, a former professional baseball player and the 9th overall pick in the 2009 Major League Baseball Draft. Now serving as the Co-Founder and Partner at Moment Private Wealth, Jacob shares his journey, offering valuable insights into the unique financial challenges athletes encounter. Jacob shares enlightening personal anecdotes, detailing a significant time abroad and the adjustments needed to navigate the shifting financial landscapes during the prime earning years of athletes. The conversation dives deep into the importance of financial discipline, fostering vulnerability when sharing personal stories, and the significance of being actively involved in one's financial planning process.

Matt and Jacob dissect the complexities of transitioning from the structured life of professional sports to the entrepreneurial journey. Jacob sheds light on the critical aspects of creating structure and maintaining discipline, as well as the value of continuous learning and ego management. Listeners will gain an understanding of the parallels between sports and entrepreneurship, and how these experiences impact financial and personal growth.

During the episode, Jacob opens up about the importance of trust in the wealth management industry and offers his predictions for the future. He also highlights the significance of standing out by authentically sharing experiences and emphasizes the value of content marketing. Matt applauds Jacob not only for his career transition but also for refining specialized knowledge and crafting a distinctive personal brand. This episode is not just a treat for sports and finance enthusiasts but also for anyone looking to find balance and purpose in their professional and financial endeavors.

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