In this episode of the NFL Players' Podcast, Sam Acho, Zach Miller, Jeff Locke, and Riccardo Stewart pick up where last episode's Rich Paul conversation left off: is $200 million actually enough to build a 1Hundred Year Family? The guys break down the three things that separate athletes who build real multi-generational wealth from those who don't — integration (getting your whole team rowing in the same direction), specialization (working with advisors who only serve athletes), and the real numbers behind "ultra wealth," including the estate tax most players never see coming. It's a raw, locker-room breakdown of what it actually takes to make your money outlast your career, and then some. Connect with us • Call or text: 602-989-5022 • Website: https://www.athletefamilyoffice.com/ • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • Facebook: https://www.facebook.com/awmcapital/ • X: https://twitter.com/awmcapital Chapters [00:00] Recapping the Rich Paul question: is $200 million enough? [00:02] Stats Say No: Jeff Locke on the hard truth about generational wealth [00:03] What Is a Family Office: Why it should be an athlete's first hire [00:04] Integration: Getting your whole team rowing in the same direction [00:05] The Wealth Strategist: Why you need a quarterback, not "a guy" [00:07] Specialization: Why athlete-specific advisors change everything [00:09] Ultra Wealth: What "$30 million net worth" really means [00:11] Peace of Mind: What it feels like when the plan finally works [00:13] How to reach the AWM team

Disclaimer: This episode is provided for informational and educational purposes only. It is not investment, legal, tax, or accounting advice, and it is not an offer to sell or a solicitation to buy any security. Consult your own CPA, tax advisor, and legal counsel before making any decision about a retirement account or an investment. Past performance is not indicative of future results, and all investments carry risk, including the loss of principal. In this episode, Paul Bennett explains how self-directed IRAs and Solo 401(k)s actually work, why leveraged real estate inside a self-directed IRA can trigger Unrelated Business Income Tax, and the loophole that lets qualifying investors avoid that tax altogether, even on assets they’ve already invested. 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. 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 Chapters [00:00] Introduction: why self-directed accounts matter for private real estate investors [01:51] What a self-directed IRA and Solo 401(k) actually are [06:40] How money moves between accounts and the mistake that triggers taxes [09:49] Why your custodian isn’t your investment advisor [14:12] The tax bill most investors don’t see coming: Unrelated Business Income Tax [16:46] The loophole: why a solo 401(k) changes the math [21:16] Who this strategy is for [26:27] Closing thoughts and what’s coming next episode

In this episode of "In the Interim…", Dr. Scott Berry recounts a presentation he gave to the Speak Foundation, a patient organization focused on limb-girdle muscular dystrophy and makes the case for master protocols directly to the stakeholder trials exist to serve. Opening with the deliberately absurd premise of a sports league that constructs a four-billion-dollar stadium for every single game and demolishes it at the final whistle, Scott reframes the conventional one-off trial as a two-year construction project dismantled the moment the contest ends. The episode distinguishes platform trials and basket trials as standing "arenas," explains the modular role of the master protocol described in Woodcock and LaVange's 2017 New England Journal of Medicine paper, and draws on worked examples including I-SPY 2, the HEALEY ALS Platform Trial, GBM AGILE, Precision Promise, and the ROAR basket trial. Scott takes each stakeholder in turn from the treatment arm sponsor, the site, the regulator, and the patient. Scott lays out how three-to-one randomization lets an arm fund 133 patients while reading out inferences with more than 200, how 667 patients in a single platform can do the work of 1,000 across five separate trials, and why far fewer patients are assigned to placebo. He closes on the genuine bottleneck: the first arena is the heavy lift, and in rare disease it is frequently patients themselves who make it happen. Key Highlights The one-game stadium analogy of two years to build a trial, one contest, then demolition. Platform trials and basket trials as standing arenas for multiple arms and multiple subtypes. Master protocols as modular documents, with arms plugging in and out as appendices. Worked examples from I-SPY 2, HEALEY ALS, GBM AGILE, Precision Promise, and the ROAR basket trial. A stakeholder-by-stakeholder view: arm sponsor, site, regulator, and patient. 667 patients in one platform versus 1,000 across five separate trials, with far fewer on placebo. Bayesian borrowing across 39 limb-girdle subtypes, and the rare-disease shots never otherwise taken. For more, visit us at https://www.berryconsultants.com/

Leverage is the sharpest tool in the financial toolkit, and like any sharp tool, it can help you build or it can cut you. In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the difference between consumption leverage and balance sheet leverage, why a 30-year mortgage and a margin loan carry completely different risks, and the guardrails we use before any family borrows against a portfolio: sizing, timing, break-even, the cushion test, and a real repayment plan. The short answer is "it depends," and the biggest variable is who controls the situation. We close with Charlie Munger's famous warning about the three ways a smart person goes broke, and why leverage is the one that can turn volatility into permanent loss. 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 — Why leverage is the sharpest tool in the toolkit, and why the short answer is "it depends." [01:44] The Many Flavors Of Borrowing — Credit cards, lifestyle financing, mortgages, car loans, and student debt. [03:19] Debt Isn't A Moral Question — Consumption leverage vs. balance sheet leverage, and the mortgage as an advance against human capital. [05:21] Borrowing Instead Of Selling — Using leverage to fund spending without realizing a taxable gain, and why it gets complicated. [06:04] Timing And Sizing — Why financing everything to stay invested is a slippery slope, and how margin calls happen in a sell-off. [07:33] Who Controls The Situation? — Mortgages vs. margin vs. pledged asset lines. [10:07] The Break-Even And Cushion Tests — What the loan really costs vs. the tax hit, and how much room you have if things go wrong. [11:41] Repayment And The Weight Room — Why every loan needs a payoff plan, and what lifting weights teaches us about risk. [12:50] Liquor, Ladies, And Leverage — Charlie Munger's warning, and how leverage converts volatility into permanent loss. [14:07] Closing — Send us your questions and feedback.

AI agents can already book travel directly. That raises a hard question for loyalty programs. If a customer books through an agent instead of a portal, does their loyalty status even factor in? Ian Andersen joins to unpack how agentic booking works today and how it optimizes almost entirely on price. He walks through the standards emerging to change that, including Google's Universal Commerce Protocol and Talon's Universal Incentives Protocol. Both are starting to make loyalty data machine-readable. The conversation covers what program and product leaders should prioritize now and why waiting has a real cost. 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 Chapters [00:00] Introduction to agentic AI booking and why loyalty programs are affected [00:01] Agentic booking goes mainstream: Google, Sabre, PayPal, and Mindtrip [00:04] The optimization blind spot: price and availability, but not loyalty [00:10] Emerging standards: Google's Universal Commerce Protocol and Talon's Universal Incentives Protocol [00:20] The API-readiness payoff: build once, plug into whichever standard wins [00:22] AI readability as the next answer engine optimization frontier [00:25] Context loss from travel agent to digital platform to AI agent [00:31] Quantifying value beyond price, and the two-user problem [00:41] Closing takeaway: even ignoring this is a plan, just an expensive one