PGA Players Podcast

As we enter the final week of events on the calendar and most golfers starting their off-season, we also are entering a pivotal time of financial planning for pro golfers.

Show Notes

With the PGA Tour calendar wrapping up this week and players are heading into the off-season, now is a pivotal time to take advantage of potential tax planning opportunities for this year and dive into financial planning for 2021 and beyond. 

As you’re setting up your off-season plans with your swing coach, trainer, and on-course team, now is also the time to check in with your wealth management team. You’re making plans to set yourself up for success on the course next season; why not take the time to review your financial plans as well? 

In this week’s episode of the PGA Players’ Podcast, I discuss the important steps you should be taking in the off-season to wrap up this year and prepare yourself financially for the New Year, so you are free to focus on what really matters: winning PGA Tour events.

Key Topics Discussed:

  • (1:11) the importance of year-end planning for pro golfers
  • (1:35) The equation for high end performance
  • (1:53) Tax planning at end of the calendar year including retirement plan contributions, corporation filings, and more.
  • (3:21) Setting yourself up for financial success next year
  • (4:53) Communicating personal expenses and goals
  • (5:49) How much are you spending? Building a sustainable lifestyle
  • (7:12) Leaving a legacy through charitable planning
  • (8:38) Human capital and maximizing sponsorships
  • (10:45) Putting together an off-season financial plan

Creators and Guests

Host
Aaron Goldberg
Former Professional Golfer and Private Wealth Advisor, CFP®

What is PGA Players Podcast?

Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.