What's Up With Money?!

Moneyball (Part 3): Winning For The Middle Class


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Michael Lewis really brings you into the world of the Oakland A's to the point where you feel like you're there, in the draft room, or Hatty's living room at Christmas or the night they win their 20th in a row.

Bill Beane (without really intending to) changed these players lives. He did intend to change baseball - and he did.

There are some really good lessons to learn from this book - especially for the middle class and how we have to play the financial game different from the "old baseball men."

This might get us in trouble but most financial advisor's do not know what to do with normal middle class people that do not have a few hundred grand ready to invest and thousands of dollars that they are saving each month.

The game that advisors like Jonathan know how to play requires a lot of money just like the rich teams in baseball.

Financial advisors do not have a whole lot for the 90% of people given the way the game is played and works.

How do you help someone financially succeed when they only make $75k or less?

There is not a lot of money to make off of the middle class because the industry makes money off of managing lots of money.

So, there is incentive to work with high net worth folks because that is all they know.

But... what if we could find a way to play and help the middle class and solve for this market inefficiency?

Middle Class Moneyball!

"What begins as a failure of imagination ends as a market inefficiency. When you rule out a class of people to do a job because of their appearance you are less likely to find the best person for the job."

Moneyball: The Art of Winning an Unfair Game by Michael Lewis

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What's Up With Money?!By What's Up With Money?!