Here’s what we discuss in this episode:
🎾 Singles vs. Doubles: Couples often have more planning flexibility than individuals
🏆 Specialization Matters: Different advisors may be better suited for different financial needs
🎯 Hold Serve: Focus on savings, debt, and other factors within your control
🚫 Unforced Errors: Emotional decisions can derail an otherwise solid plan
⏳ Long-Term Game: A bad month or year doesn’t define your retirement outcome
The 146th US Open tennis tournament gets underway at the end of August, so Ryan figured it was a good excuse to see what tennis can teach us about financial planning. Turns out, more than you’d think. Every great tennis player has a game plan, but also the discipline to adjust it mid-match without losing their nerve. That’s not a bad description of good financial planning either.
Go Inside the Episode
0:00 – Intro
2:18 – Singles vs. Doubles
4:30 – Play Your Surface / Find Your Specialist
7:16 – Hold Serve
9:00 – Avoid Unforced Errors
10:43 – Play the Long Match
12:40 – Work with Ryan