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Roger Ferguson Jr. - Part 1: The Making of a 1Hundred Year Family Mindset | AWM Insights #267

Roger Ferguson Jr. has held two of the most consequential seats in American finance: Vice Chairman of the Federal Reserve and, later, CEO of TIAA, where he nearly tripled assets under management while steering the company through the Global Financial Crisis, COVID, and more. In Part 1 of our three-part conversation, Roger traces the dining-room-table discipline that shaped him, his philosophy on raising kids who earn their own confidence, and the preparation habits that turned "Roger who?" into the Fed's second-most-powerful voice in under two years, all the way through to the values-driven investing chapter he's building now. 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] Introduction [00:02] The Dining Room Table [00:08] Money As A Tool, Not A Scorecard [00:16] Sweeping The Shed At Harvard [00:22] Raising Kids Who Earn Their Confidence [00:29] Meeting His Wife and Co-CEO [00:34] From "Roger Who?" To Vice Chairman of the Fed [00:47] Compete, Don't Compare [00:52] Taking Over TIAA In The Eye Of The GFC [01:04] Knowing When To Leave [01:09] What's Next [01:12] Do Well And Do Good #RogerFergusonJr #FederalReserve #TIAA #1hundredyearfamily #generationalwealth #financialliteracy #crisisleadership #deferredgratification #GlobalFinancialCrisis #mentalperformance #AWMCapital #AthleteFamilyOffice

Solo Travel, Soft Adventure, and the Main Character Trip

In this episode of Travel Buddy by Switchfly, Ian Andersen is joined by Lucy Mui, Switchfly’s Market Manager and self-proclaimed solo travel enthusiast. Together, they explore the rise of solo adventures, the allure of “main character” trips, and how technology is making independent travel easier and more rewarding than ever. Lucy shares her personal journeys to destinations around the world, and offers practical insights into flexibility, personalization, and the power of authentic connections on the road. Tune in for a lively discussion brimming with tips, stories, and ideas to inspire your next memorable solo getaway. Chapters (00:00) Introductions and Solo Travel Experiences (03:00) Defining Solo Travel and Personal Motivation (08:00) Technology’s Impact on Travel Confidence (09:00) Embracing Soft Adventure Travel (11:00) The Main Character Trip and Personal Fulfillment (19:00) Connection, Social Media, and Serendipity (28:00) Implications for Travel and Loyalty Program Leaders Connect with Switchfly Website: https://www.switchfly.com/ LinkedIn: https://www.linkedin.com/company/switchfly/ X: https://twitter.com/switchfly YouTube: https://www.youtube.com/@SwitchflyOfficial

Good Products, Bad Investments: Nike, Hype, and the Power of Patience | AWM Insights #266

In this episode of AWM Insights, Justin Dyer and Mena Hanna take you behind the headlines to dissect why great products like Nike don’t always translate to great investments. They break down recent events in the world of apparel stocks, share stories that resonate with athlete families, and dig into the pitfalls of hype-driven investing. Packed with sharp data points, memorable anecdotes, and proven wisdom, this episode challenges conventional thinking and emphasizes the timeless value of patience, discipline, and diversification for building multi-generational wealth. Tune in for practical lessons that will strengthen your family's long-term financial game plan. Chapters (00:00) When Great Products Don’t Mean Great Investments (02:00) Nike’s Wild Ride and Valuation Lessons (06:00) The Trap of Hype and Headline Chasing (09:00) The Importance of Patience and Discipline (11:00) Long-Term Returns and Diversification Wisdom 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/

Inside Our Portfolio: What's Happening Across All 8 Active Projects — Growth Fund 1 Update | The AAA Storage Podcast #43

Join us for an in-depth update on Growth Fund 1, as we review the fund’s real-time performance and standout projects across Texas and Florida. Paul shares notable stories, including record-setting lease-ups, strategic business park developments, and the launch of an innovative membership revenue program. Get a candid look at how AAA Storage navigates market shifts, optimizes returns, and adapts strategies for each property. Whether you’re new to self-storage investing or tracking your portfolio, this episode is packed with practical insights and market-driven expertise. Ready to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact New episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it. Chapters (00:00) Importance of Recent Track Record (03:12) Individual Property Performance Reviews (04:00) Cibolo Self-Storage and Business Park Update (08:23) Georgetown FM3405 Facility Highlights (13:31) Lago Vista Record-Breaking Lease-Up (17:15) Updates on Highway 41 and Lago Vista Business Park (22:03) Innovation in Ancillary Revenue With Lock In Membership Program Follow and Connect with Us • LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/ • Instagram: https://www.instagram.com/aaastorageinvestments/ • X: https://x.com/investments_aaa • Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/ Download our free guides to take your investing to the next level: 10 Due Diligence Questions to Vet Any Real Estate Sponsor: https://www.aaastorageinvestments.com/info/10-due-diligence-questions-to-vet-any-real-estate-sponsor First-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist

Hosts

Josh Alexander

Josh Alexander

Host of The ALX Show
Loren Sanders

Loren Sanders

Host of Conversations WeLearn From
Sean Stowers

Sean Stowers

Host of Conversations WeLearn From
Brandon Giella

Brandon Giella

Host of Redemptive Marketing Podcast