Brian Coughlin: Next-Level Investing & How Athletes Manage Their Wealth

More money, more problems. So who are the next-level investing gurus who help athletes manage their wealth?

Brian Coughlin is the Vice President and Investment Counselor for Cardinal Capital and the head of Cardinal Sport. In this episode, Brian shares his journey from playing hockey in the WHL to becoming a top investment advisor for athletes, doing next-level investing for their clients.

We discuss the importance of financial planning for athletes, the evolution of the financial landscape for sports professionals, and the philosophy of risk management that guides Cardinal Sport.

Tune in to hear insights on managing finances for long-term success, and balancing life and career. Whether you're an entrepreneur, athlete, or business owner, there's something here for everyone!

Enjoy the conversation!

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// CHAPTERS //

00:00:00 Coming up...

00:00:28 Introducing Brian Coughlin

00:02:12 Personal Background

00:13:06 Starting With Cardinal Capital

00:14:56 Financial Planning for Athletes

00:20:24 Common Financial Challenges for Athletes Today

00:24:10 Financial Needs of Athletes

00:27:45 Misconceptions About Financial Planning

00:30:55 Ideal Client

00:33:30 How Clients Find Me

00:34:46 How I Grew Cardinal Sport

00:40:25 Common Mistakes Young Financial Planners Make

00:42:04 The Best Part of Working with Athletes

00:44:03 The Hardest Part of Starting VS Running the Business

00:48:50 The Values That Drive My Success

00:51:57 Differences Between Sports Services

00:52:54 Why Winnipeg?

00:54:46 Top Places in Winnipeg

01:00:15 Routine?

01:01:44 Biggest Influences

01:05:02 Wrapping Up

 

\\ GUEST LINKS \\

Cardinal Capital: https://www.cardinal.ca/approach

Cardinal Sport: https://www.cardinal.ca/sport

 

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@thewinninginwinnipegpodcast  your premier business podcast, featuring great conversations with local entrepreneurs, business owners, and other celebrities who are absolutely killing it!  Learn who they are, and what makes them tick, and get an inside look into the ins and outs of their unique industries.

 

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