How early should I be thinking about getting a financial advisor? Today’s guest has a unique perspective as both a player AND financial advisor and we’re giving you the knowledge you need to navigate finances in the world of pro baseball. My friend, Jacob Turner, a pro player with the Detroit Tigers, Miami Marlins, Chicago Cubs, Chicago White Sox, and Washington Nationals turned financial advisor knows what you need to protect and secure your wealth for the future. We dive into the top 3 questions you should ask a potential advisor, and what families need to know about the draft process and signing bonuses.

 

HIGHLIGHTS

00:00 Meet MLB player turned Financial Advisor, Jacob Turner.

03:15 How to know the best financial decisions for your athlete vs taking generic advice.

08:45 One thing you should consider when choosing an investment strategy.

13:15 The reason why Jacob transitioned from baseball.

23:45 Questions to ask when hiring an agent and financial advisor.

29:30 The difference between broker-dealers vs registered investment advisors.

33:00 Top 3 questions to ask your financial advisor.

37:15 What families should know about the draft process and the true value of a signing bonus.

45:45 The common struggle older players face in a youth-driven league.

 

RESOURCES + LINKS

Learn more about Moment Private Wealth HERE

10 Questions To Ask A Financial Advisor HERE

How To Choose A Financial Advisor HERE

Learn more at aligndsports.com

Book a 1:1 Consultation HERE

FOLLOW

Jacob Turner on IG: @thejacob_turner

Jacob Turner on X: @TheJacobTurner

Jacob Turner on YT: @TheJacobTurner

Matt Hannaford: @mfhannaford

The Advocate: @the.advocatepodcast