Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth.

Key Topics Covered with Chief Investment Officer Eric Cramer:

Economic Update & Market Analysis

• Recent employment data revisions and their economic implications
• Federal Reserve interest rate policy and anticipated cuts in September
• Impact of tariff policies on inflation and market performance
• Strong second-quarter market performance across global markets

Financial Planning for Athletes

• Unique challenges facing young baseball players with significant early-career earnings
• Why traditional financial planning timelines are accelerated for professional athletes
• The importance of maintaining long-term investment strategies despite market volatility
• Risk tolerance assessment for younger, high-income earners

Advanced Tax Strategies: 529 Plans Deep Dive

• Expanded uses beyond college tuition (K-12, vocational training, professional credentials)
• Strategic funding techniques, including the 5-year gifting rule
• Multi-generational wealth transfer strategies using 529 plans
• Converting 529 assets to Roth IRAs for additional flexibility
• Real-world examples of tax-free compounding over multiple decades

Estate Planning Updates

• New higher estate tax exemption limits
• Long-term wealth preservation strategies for high earners
• Multi-generational investment planning considerations

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To contact the hosts, send an email to [email protected], [email protected], [email protected], or [email protected]