AWM Insights Financial and Investment News

Join hosts Justin Dyer and Mena Hanna as they break down what it means to take the right shot in your investment playbook. This episode focuses on when and how to aim for big growth opportunities, balancing dependable moves with bold plays like venture capital. Listen in for expert guidance on building a well-structured portfolio, knowing when to take risks, and how to avoid costly pitfalls—all delivered through relatable stories from the world of sports and investing. Whether you’re planning for long-term success or seeking an edge with your next big move, this conversation covers the strategies every forward-thinking investor should know.

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• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
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Chapters
(00:00) Defining Winning and Strategic Big Plays
(01:00) Balancing Predictable and High-Growth Investments
(04:00) Building the Foundation Before Taking Risks
(05:00) Choosing the Right Asset Classes for Growth
(07:00) Approaching Venture Capital with Discipline
(09:00) Evaluating Costs and Terms in Direct Investments

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle the real-life decisions that set elite athletes—and successful investors—apart from the crowd. They break down why focusing on process beats chasing short-term hype, sharing strategies for navigating market fads, clarifying your financial goals, and building a decision-making framework built for lasting results. Listeners will walk away with concrete techniques for making disciplined, high-quality choices that compound over time, both on and off the field. Tune in to learn how a proven playbook can help you win, not just in the markets, but in life and legacy.

Connect with Us

• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Playing the long game and real-life investment scenarios
(02:00) Using a structured decision framework
(03:00) Clarifying goals and evaluating decisions
(05:00) Focusing on process over short-term outcomes
(07:00) Probability, confidence, and quality in investments
(09:00) Applying the framework to personal financial situations
(10:00) Avoiding risky shortcuts and compounding quality decisions

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.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

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

In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the buzz around gold hitting all-time highs and the narratives that drive interest in alternative assets like crypto, collectibles, and NFTs. They challenge popular beliefs about gold as an inflation hedge and explore why traditional investments with real cash flows stand the test of time. With memorable stories and sharp analysis, this episode offers a seasoned perspective on navigating hype cycles and building a portfolio grounded in substance rather than speculation. Tune in if you want to sharpen your strategy and learn what truly matters in long-term wealth creation.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Gold at all-time highs
(03:00) Understanding value without cash flow
(05:00) Gold as inflation hedge myth
(06:00) Bitcoin and digital gold comparisons
(07:00) Blockchain technology versus speculation
(08:00) The risks and realities of collectibles
(11:00) Dangers of narrative-driven investments

Join AWM’s Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the latest quarter’s market performance, tackle the headline-grabbing government shutdown, and explore how different generations approach investing. Drawing from historical data and lived experience, they separate economic noise from true market drivers and share the timeless role of discipline in building long-term wealth. If you want an inside track on how market pros think about volatility, generational perspective, and building a resilient portfolio, this episode packs strong opinions and practical insights you can use. Tune in for advice that cuts through the noise and helps you stay focused on what matters most for your financial future.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:01) Quarter-end review and market performance
(01:59) Government shutdown and market impact
(04:16) Generational perspectives on investing
(09:47) Importance of discipline and foundational strategy

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they tackle one of the most common—and misunderstood—questions in wealth management: how should your investment approach shift as your income and wealth grow? Drawing from the world of professional athletes, Justin and Mena break down the discipline needed at every stage, from starting out to building multi-generational wealth. They share straightforward frameworks, practical analogies, and offer expert insights into aligning investments with your life’s milestones. If you want to learn how to create a playbook for sustainable, lasting wealth, this episode is for you.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Discipline at Every Wealth Stage
(01:50) Earnings Window and Mistake Impact for Athletes
(03:54) Applying Maslow’s Hierarchy to Portfolio Construction
(05:24) Building Investment Portfolios Like a Home
(07:10) Foundations, Extensions, and Sizing Investments
(10:30) Aligning Risk and Timing With Goals

In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down some of the biggest trends dominating market headlines, from the rise of mega-cap tech stocks to the renewed buzz around gold. Together, they cut through the noise with expert analysis and real data, offering perspective on temptations like investing heavily in the hottest companies or chasing the next big thing. If you want to understand what really drives long-term investing success and why discipline beats FOMO every time, this episode delivers clarity and actionable insight for anyone looking to build and protect generational wealth.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Trends in headline investing
(03:48) Concentration in mega-cap tech stocks
(09:08) US exceptionalism and global diversification
(14:03) Gold’s resurgence and investment utility
(18:18) Discipline over chasing fads

In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down the impact of interest rates on financial markets.

They unravel how changes from the Federal Reserve shape everything from your investment portfolio to everyday borrowing decisions, offering relatable analogies that make complex topics easy to understand.

With practical advice on refinancing and thoughtful discussion around the nuances of rate cuts, this episode gives listeners clear, actionable guidance in a shifting economic environment. If you want to understand what today’s interest rate moves really mean for your wealth, this conversation is worth a listen.

Connect with us

• Call or text:  626-862-0355
• Website: https://www.athletefamilyoffice.com/
• Instagram: https://www.instagram.com/awmcapital/
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) The role of interest rates in financial markets
(01:44) Recent trends and impacts of interest rate changes
(03:41) The Federal Reserve’s priorities and mandates
(05:54) Refinancing and personal debt decisions

Join AWM's CIO, Justin Dyer, and Portfolio Manager, Mena Hanna, as they break down the realities of hype versus habits in long-term investing.

Drawing on stories from professional sports and first-hand experience working with athlete families, they explore why tempting trends and viral schemes rarely pay off, while steady discipline and strategic planning create lasting wealth.

This episode reveals the pitfalls of get-rich-quick fads, the pressure unique to pro athletes, and the proven power of compounding for multi-generational success. If you want to separate financial fact from viral fiction, this episode offers clarity—and a winning game plan.

Connect with us

• Website: https://www.athletefamilyoffice.com/
• Instagram: https://www.instagram.com/awmcapital/
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:01) Hype cycles and influence of social media
(02:11) The lure of get-rich-quick schemes
(04:30) The risks and realities behind fads
(05:17) Unique challenges for athlete wealth
(07:34) The discipline of compounding and process
(10:01) Aligning incentives with long-term goals
(13:30) Consistency over chasing home runs in investing

Join AWM Capital’s Justin Dyer and Mena Hanna as they tackle the hot topic of copying the trading activity of politicians in today’s polarized climate. Together, they break down the data behind headline-grabbing performance claims, explore real-world examples like political ETFs, and reveal why timing, transparency, and changing regulations make these strategies unreliable. This episode offers a candid look at the pitfalls of politicized investing and underscores what actually drives long-term, multi-generational wealth. If you’ve ever wondered whether you should follow lawmakers’ moves in the market, you won’t want to miss this deep dive.

Connect with us

• Website: https://www.athletefamilyoffice.com/
• Instagram: https://www.instagram.com/awmcapital/
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) The hype around copying politician trades
(01:02) Challenges of implementing trading strategies
(03:09) Data limitations and unreliable replication
(06:01) Real-world performance of political ETFs
(08:53) The dangers of politicized investing
(09:57) Regulatory changes and shifting rules