In this episode, Brett chats with Lindsey Louro, an estate and trust lawyer and avid hockey player, about balancing passion for the game with smart financial and estate planning. Lindsey shares her unique journey from late-blooming goalie to legal professional, emphasizing the importance of preparing for life's uncertainties—both on and off the ice.

Key Topics:

• Lindsey’s story of starting hockey later in life and her experiences as a goalie
• The parallels between sports mindset and legal career resilience
• Why estate planning is crucial for athletes and hockey families
• The impact of professional sports injuries and the need for protective legal documents
• The process and importance of creating wills and trusts proactively
• Overcoming hesitations and challenges in estate planning discussions
• Strategies for hockey players to approach estate and legacy planning
• Building trust and connections within hockey communities
• Personal superstitions and routines of an avid hockey goalie
• Practical advice for hockey parents and aspiring goalies on equipment and mindset

: 

00:00 - Introduction to Lindsey Louro and her unique hockey journey

01:07 - How Lindsey got into hockey and her experience as a goalie

03:20 - What drew Lindsey to the goalie position and her childhood stories

04:39 - Starting hockey later in life and balancing it with a legal career

05:39 - Transition from playing hockey to becoming a trust and estate lawyer

07:10 - The importance of estate planning for hockey families and athletes

08:11 - How legal planning offers peace of mind for the unpredictable risks of sports

09:06 - The process Lindsey follows when creating estate documents

09:35 - Challenges clients face in estate planning and overcoming procrastination

11:22 - Building trust within hockey communities to discuss financial and legal matters

12:52 - Talking with hockey players about legacy and estate planning opportunities

15:08 - Lindsey’s superstitions and routines as a goalie

16:41 - Advice for hockey parents and aspiring goalies on equipment and mindset

16:49 - Final thoughts on the importance of being prepared and organized

17:16 - Wrap-up and how to connect with Lindsey for estate planning services

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation at UptownWealthManagement.com ⁠

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson

Facebook: https://www.facebook.com/uptownwealthmanagement⁠

Instagram: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of the Financial Power Play, Brett Cranson dives into a crucial yet often overlooked aspect of financial planning: insurance. Discover how integrating proper insurance coverage can safeguard your financial goals against life's unexpected disruptions, ensuring peace of mind for hockey families and professionals alike.

Key topics covered:

• The hidden risks to your financial plan beyond market volatility
• Why insurance is a critical component of a resilient financial strategy
• Differentiating between term, permanent, disability, and critical illness insurance
• How to assess your current coverage gaps and ask the right questions to your advisor
• Step-by-step actions to inventory, evaluate, and strengthen your insurance plan
• Case studies illustrating the impact of insurance in real-life scenarios
• Tools and frameworks to help you identify vulnerabilities and protect your goals

Timestamps:

00:00 - Welcome to the Financial Power Play – Why insurance matters in your financial plan

00:27 - The unseen risks in financial planning: life events vs. market risk

00:57 - The importance of insurance to protect cash flow during life's disruptions

01:17 - Quick exercise: Identify your income, debts, dependents, and bills

02:07 - Common risks most investors overlook: early death, long income interruptions, major illness

03:18 - Case study: How a $210,000 household can be impacted by income loss

04:11 - How insurance creates peace of mind and stabilizes cash flow

04:46 - Types of life insurance: term vs. permanent, and their uses

05:03 - Questions to ask your advisor about work coverage and its limitations

06:39 - Choosing insurance based on your specific needs, not product labels

07:02 - Critical questions: What happens if I die today? What's the long-term impact?

07:52 - Action step: Have a conversation with your partner about household responsibilities if income stops

08:06 - The importance of income for funding your goals and the risks of income loss

08:42 - Case study: Disability coverage for a high-earning household with injury risks

09:41 - Understanding disability insurance features and questions for your advisor

10:39 - Assessing fixed costs and stress points through a simple budget exercise

10:48 - Critical illness insurance: what it covers and how it supports recovery

11:34 - Case study: Benefits of critical illness insurance during a diagnosis

12:39 - The sequence of protecting your goals: start with your priorities, then select tools

12:56 - How to evaluate whether you're properly covered and avoid forced asset sales

13:51 - Integrating insurance into your overall financial plan alongside investments and estate planning

14:20 - Action plan: inventory assets, identify vulnerabilities, and prepare for reviews

15:17 - Next steps: get quotes, compare options, and implement policies

16:03 - Final thoughts: Insurance protects your plan, while investments grow your wealth

16:35 - Wrap-up: Build your financial confidence with proactive insurance strategies and book your risk review

In this episode of Financial Power Play, Brett Cranson interviews Daniel Ciampini, a former professional hockey player turned real estate investment mogul. Daniel shares his journey from playing hockey as a child to becoming a Hobie Baker finalist in college, and eventually transitioning to a career in real estate. He discusses the challenges and decisions he faced throughout his hockey career, including his time in the AHL and overseas, and how he managed his finances along the way. Daniel also talks about his transition to the corporate world and his future aspirations.

Chapters

• 00:00:01 Introduction and Early Hockey Journey
• 00:01:48 Choosing Education Over OHL
• 00:03:52 College Hockey and Hobie Baker Finalist
• 00:07:15 Transition to Professional Hockey
• 00:12:16 Playing Overseas and Financial Management
• 00:17:08 Transition to Real Estate and Corporate World

Takeaways

• Daniel started playing hockey at a young age, inspired by his father.
• He balanced playing hockey and soccer before choosing hockey as his career path.
• Daniel valued education and chose college over the OHL for personal development.
• He faced challenges with injuries and coaching changes but persevered.
• Daniel was a Hobie Baker finalist, recognizing his excellence in college hockey.
• He transitioned to professional hockey, playing in the AHL and overseas.
• Daniel managed his finances wisely, investing in real estate early on.
• He prepared for life after hockey by pursuing an MBA and interning in real estate.
• Daniel enjoys the stability of a corporate job after years of contract-based hockey.
• He values the experiences and friendships gained through his hockey career.

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation at UptownWealthManagement.com ⁠

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson

Facebook: https://www.facebook.com/uptownwealthmanagement⁠

Instagram: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of The Financial Power Play, host Brett Cranson speaks with Taylor Cook, a former professional hockey player turned mental coach. They discuss Taylor's journey from starting hockey at a young age, transitioning from player to goalie, and navigating the challenges of moving up through the ranks to university hockey and professional leagues overseas. Taylor shares her experiences with the mental side of the game, the importance of confidence, and her decision to pivot into mental coaching after her playing career. The conversation also touches on the financial hurdles faced when starting a new business and the evolution of financial awareness as a business owner.

Takeaways

Taylor started playing hockey at the age of three.

She transitioned from being a player to a goalie by chance.

The journey to university hockey was filled with challenges.

Taylor played overseas in Norway and Kazakhstan after university.

The mental aspect of sports became important during her career.

She decided to become a mental coach while still playing.

Starting a business comes with its own set of challenges.

Financial awareness has improved since her playing days.

Confidence can be trained like any other skill.

Taylor aims to work with national level teams in the future.

Chapters

00:00 Introduction to the Journey

03:03 From Player to Goalie: A Unique Transition

05:47 Navigating the Path to University Hockey

08:58 Overseas Adventures: The Transition to Professional Hockey

12:01 The Mental Game: Introduction to Mental Coaching

15:03 Deciding to Pivot: Transitioning from Player to Coach

17:50 Financial Hurdles: Starting a New Business

21:04 Understanding Mental Coaching

23:50 Long-Term Vision and Balancing Life

27:02 Evolving Financial Awareness

29:51 Final Thoughts and Recommendations

In this episode of the Financial Pod Play, Brett Cranson discusses the eight key financial areas that every hockey family needs to master to stay financially strong. He emphasizes the importance of smart financial planning, managing cash flow, saving on taxes, and risk management. Brett provides practical advice and strategies for hockey families to build wealth, reduce stress, and take control of their financial future.

Takeaways

• Smart financial planning is essential for hockey families.
• Create a financial system to manage team fees and travel expenses.
• Automate savings by opening separate accounts for expenses and goals.
• Track cash flow for 60 days to identify spending leaks.
• Plan taxes proactively to maximize deductions and savings.
• Risk management protects income and assets from unforeseen events.
• Build an emergency fund covering three to six months of expenses.
• Review insurance coverage regularly for life, disability, and critical illness.
• Use RRSP and TSA as tax tools, not just savings tools.
• Download the Financial Playbook for Hockey Families for detailed guidance.

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation here⁠. Or visit⁠ UptownWealthManagement.com ⁠Connect with Brett:⁠LinkedIn⁠:   / brettcranson  ⁠Facebook⁠:   / uptownwealthmanagement  ⁠Instagram⁠:   / buildingwealthwithbrett  ⁠TikTok⁠:   / buildingwealthwithbrett  Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of the Financial Power Play podcast, host Brett Cranson from Uptown Wealth Management interviews Shannon Vit, a mental performance coach for hockey players and a dedicated hockey mom. Shannon shares her journey from social work to coaching, emphasizing the importance of mental resilience in sports. She discusses common challenges faced by hockey players, from maintaining composure to building confidence, and offers strategies to overcome these hurdles. Shannon also explores the unique pressures faced by professional athletes and the importance of planning for life after sports. The episode delves into the role of parents in supporting young athletes and offers practical advice for managing the financial and emotional investments in hockey. Shannon concludes by discussing her book, 'The Mental Edge: Developing the Mindset of a Hockey Champion,' and her goals for expanding her coaching services.00:00 Introduction to Financial Power Play00:25 Meet Shannon Vit: Performance Coach and Hockey Mom00:56 Shannon's Journey into Mental Performance Coaching03:24 Common Challenges Faced by Hockey Players06:15 Working with Pro and Minor Hockey Players14:13 Advice for Hockey Parents20:54 Shannon's Personal Experience as a Goalie Mom25:11 Future Goals and Projects27:47 Quick Tips and Final ThoughtsThank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation here⁠. Or visit⁠ UptownWealthManagement.com ⁠Connect with Brett:⁠LinkedIn⁠: https://www.linkedin.com/in/brettcranson/⁠Facebook⁠: https://www.facebook.com/uptownwealthmanagement⁠Instagram⁠: https://www.instagram.com/buildingwealthwithbrett/⁠TikTok⁠: https://www.tiktok.com/@buildingwealthwithbrettUntil next time, stay focused, stay flexible, and keep playing your game!

In this episode of the Financial Power Play, host Brett Cranson from Uptown Wealth Management is joined by Sean Hogan, the Executive Director of College Hockey Inc. They discuss the landscape of NCAA hockey recruitment, the role and mission of College Hockey Inc., and Sean's own journey in hockey. The conversation covers changes in NCAA eligibility rules, the impact of minor professional experiences, growth strategies for college hockey, and practical advice for families and players aspiring to play at the collegiate level. Financial implications, including scholarships and the potential financial opportunities through NIL (Name, Image, and Likeness), are also highlighted.

00:00 Introduction to Financial Power Play

00:25 Guest Introduction: Sean Hogan from College Hockey Inc.

00:54 Sean Hogan's Hockey Journey

03:15 Coaching Career and Breakthroughs

08:07 Role and Mission of College Hockey Inc.

11:32 NCAA Recruitment and Eligibility Changes

18:30 NCAA Hockey Commitments: Age and Decisions

19:23 The Future of Division III Hockey

21:45 Scouting and Recruiting in Division III

23:27 Long-Term Goals of College Hockey Inc.

25:05 Understanding College Hockey Scholarships

32:15 Financial Advice for Hockey Families

33:41 Rapid-Fire Questions and Fun Insights

34:33 Conclusion and Contact Information

If you' d like to get in touch with Sean, or College Hocey Inc., visit collegehockeyinc.com

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey.

If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.

Looking to build your own financial playbook? ⁠Book your consultation at UptownWealthManagement.com

⁠Connect with Brett:⁠LinkedIn⁠: https://www.linkedin.com/in/brettcranson/⁠Facebook⁠: https://www.facebook.com/uptownwealthmanagement⁠Instagram⁠: https://www.instagram.com/buildingwealthwithbrett/⁠TikTok⁠: https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of The Financial Power Play, Brett Cranson from Uptown Wealth Management discusses the crucial yet often overlooked topic of critical illness and disability insurance for hockey families and professionals. Brett explains the importance of these insurance types as protective measures, akin to a strong defense in hockey, to safeguard against unexpected health issues that can impact financial stability. He addresses common questions, provides case studies, and offers practical advice on what to look for in policies, stressing that proper coverage helps maintain the family's lifestyle and financial health when facing serious illness or injury.

00:00 Introduction to Financial Power Play

00:30 The Importance of Critical Illness and Disability Insurance

01:37 Common Questions and Misconceptions

03:51 Understanding Disability Insurance

05:47 Critical Illness Insurance Explained

07:11 Combining Insurance Policies for Maximum Protection

07:34 Practical Steps to Get Started

09:35 Conclusion and Final Thoughts

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.

Looking to build your own financial playbook? ⁠Visit⁠ UptownWealthManagement.com ⁠Connect with Brett:⁠LinkedIn⁠:   / brettcranson  ⁠Facebook⁠:   / uptownwealthmanagement  ⁠Instagram⁠:   / buildingwealthwithbrett  ⁠TikTok⁠:   / buildingwealthwithbrett  Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of The Financial Power Play, Brett Cranson of Uptown Wealth Management interviews Rachel McQuigge, an ex-professional hockey player who is now transitioning to law school. Rachel shares her journey from falling in love with hockey to earning a D1 scholarship at Princeton, and discusses the recruiting process, her challenges in both professional hockey and academia, and the financial implications of pursuing athletic and academic goals concurrently. Rachel offers insights into balancing sports with academics, the importance of financial planning, and her experiences adjusting to life beyond professional sports. The episode provides valuable advice for young athletes and their families facing similar paths.

00:00 Introduction to The Financial Power Play

00:22 Meet Rachel: From Hockey to Law School

00:45 Rachel's Hockey Journey: From Public Skating to Princeton

01:44 Navigating NCAA Recruitment and College Life

10:43 Transitioning to Professional Hockey

13:24 From Professional Hockey to Law School

17:00 Financial Challenges and Family Support

21:03 Personal Financial Tips and Future Plans

29:16 Conclusion and Final Advice

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation here⁠. Or visit⁠ UptownWealthManagement.com ⁠Connect with Brett:⁠LinkedIn⁠: https://www.linkedin.com/in/brettcranson/⁠Facebook⁠: https://www.facebook.com/uptownwealthmanagement⁠Instagram⁠: https://www.instagram.com/buildingwealthwithbrett/⁠TikTok⁠: https://www.tiktok.com/@buildingwealthwithbrettUntil next time, stay focused, stay flexible, and keep playing your game!

In this episode of the Financial Power Play, we look into the often unspoken challenges of retirement that go beyond financial planning alone. 

I’ll highlights seven major issues such as health decline, medical bureaucracy, loss of strength, social disconnection, identity loss, financial surprises, and caregiving responsibilities. 

Also we’ll shares real-life stories and actionable steps to help retirees navigate these challenges successfully. Whether you're a hockey family, a business owner, or a former athlete, this episode provides valuable insights and strategies for a balanced and fulfilling retirement. 

Tune in for a wake-up call that goes beyond the usual spreadsheet stuff.

00:00 Introduction to Financial Power Play

00:23 The Reality of Retirement Planning

01:06 Seven Major Challenges in Retirement

02:26 Health Challenges in Retirement

04:35 Emotional and Social Aspects of Retirement

06:32 Financial Surprises in Retirement

07:20 Caring for Others in Retirement

08:22 Final Tips and Reflections

09:22 Conclusion and Next Steps

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey.

If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.

Looking to build your own financial playbook? ⁠Book your consultation here. Or visit⁠ UptownWealthManagement.com ⁠

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson/⁠

Facebook⁠: https://www.facebook.com/uptownwealthmanagement ⁠

Instagram⁠: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok⁠: https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!