BIP Wealth

Ahead In The Count

Business EN ↓ 157 episodes

On top of over 25 years of professional baseball experience, the BIP Wealth baseball division has established successful careers as financial advisors, helping newly drafted to recently retired players meet their financial goals. Take away something fresh, or find clarity on what was confusing before in the intersection of life on and off the field on Ahead in the Count, presented by BIP Wealth, with Nolan Alexander.

Author

BIP Wealth

Episodes

Ahead In The Count Ep. 22 - Real Estate Market 19.08.2021 16:53

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim & Kyle provide insight on a truly historical real estate market. 1- What is truly going on in the residential real estate market? 2- Important facts and figure...

Ahead In The Count Ep. 21 - Interesting Investments 05.08.2021 23:43

* This podcast is for informational purposes only and not a solicitation to buy or sell. * Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim & Kyle take a deeper dive in their series on current topics, highlig...

Ahead In The Count Ep. 20 - Inflation and What It Means to You 14.07.2021 13:24

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim & Kyle begin a series on current topics, focusing on the impact inflation has on you. 1- What are the details and factors of the current inflation? 2- How does...

Ahead In The Count Ep. 19 - Pension Plan 23.06.2021 12:40

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim & Kyle finish to their series on insurance, 401K, and pension plans. 1- What exactly is a pension plan? 2- What is unique about it to other pro sports? 3- How...

Ahead In The Count Ep. 18 - 401K 09.06.2021 12:17

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim & Kyle return to their series on insurance, 401K, and pension plans. 1- Definition and background of a 401K plan 2- How can ballplayers use this and who is eli...

MLB Draft Series - Ep. 10 "What A Successful Draft Looks Like" 25.05.2021 16:55

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle conclude the MLB Draft series with what a successful MLB Draft looks like for a ballplayer. 1- Weighing the options 2- How to make the right decision...

MLB Draft Series - Ep. 9 "The Foundation" 25.05.2021 15:47

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft on how to build a financial foundation. 1- What happens if you make the right financial decisions at a y...

MLB Draft Series - Ep. 8 "An Early Look At Taxation" 18.05.2021 15:19

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft with a discussion on taxation implications. 1- How do taxes impact what a ballplayer signs for 2- How do...

MLB Draft Series - Ep. 7 "Investing Your Wealth" 18.05.2021 17:15

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft with discussion on managing the money a ballplayer makes. 1- Day-to-day needs with long-term goals 2- Us...

MLB Draft Series - Ep. 6 "Financial Planning for Your MLB Signing Bonus" 12.05.2021 13:43

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft with key aspects to know and consider with a signing bonus. 1- What do parents ask more than anything? 2...

MLB Draft Series - Ep. 5 "How To Know When To Go Pro" 12.05.2021 17:16

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft by answering an important question. 1- How does a family know when to go pro? 2- An important part of th...

MLB Draft Series - Ep. 4 "The Pro Experience" 05.05.2021 17:22

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft with their own pro experiences. 1- Leading up to and MLB Draft day. 2- How are ballplayers paid between...

MLB Draft Series - Ep. 3 "Your Personal CFO" 05.05.2021 11:26

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series preparing for the MLB Draft with an interview with Bill Harris, CEO and co-founder of BIP Wealth. 1- Why he started BIP Wealth and c...

MLB Draft Series - Ep. 2 "Your Team" 28.04.2021 17:04

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series explaining what you need to know before the MLB Draft. 1- Who makes up a ballplayer's team? 2- How do you pick the team? 3- Are the...

MLB Draft Series - Ep. 1 "The Opportunity" 28.04.2021 17:34

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle start a series explaining what you need to know before the MLB Draft. 1- The guys share their own Draft-related experiences 2- Important changes made...

Ahead In The Count Ep. 17 - Health Insurance 12.04.2021 10:13

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle start a series on insurance and pension plans in MLB. 1- The three types of plans available for active ballplayers 2- Insurance for inactive players 3...

Ahead In The Count Ep. 16 - Other Roster Moves 29.03.2021 11:15

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle conclude a series on terms and phrases ballplayers will hear during spring training and the season. 1- The details of "options" 2- What does "DFA'd"...

Ahead In The Count Ep. 15 - Service Time 15.03.2021 12:04

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series on terms and phrases ballplayers will hear as they start spring training. 1- What is service time and what effects does it have thro...

Ahead In The Count Ep. 14 - Roster Allocation 28.02.2021 8:44

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle begin a series on terms and phrases ballplayers will hear as they start spring training. 1- Different roster designations a club can make with a playe...

Ahead In The Count Ep. 13 - Private Markets 17.02.2021 14:39

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle wrap the series on personal finance with the opportunities available for investment in the private markets. 1- What is private equity and what does th...

Ahead In The Count Ep.12 - Public Markets 02.02.2021 13:43

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue the series on personal finance with the opportunities available for investment in the public markets. 1- What it means and how to own equity...

Ahead In The Count Ep.11 - Stock Market History 18.01.2021 11:22

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue the series on personal finance with the stock market's history and why it matters. 1- What is the stock market on a fundamental level? 2 - Wh...

Ahead In The Count Ep.10 - Personal Finance 05.01.2021 9:08

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle give an overview on key items in personal finance. 1- What is personal finance and how's that impact a ballplayer? 2 - What is the time commitment? 3...

Ahead In The Count Ep.9 - Estate Planning 17.12.2020 9:23

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series on your off-season checklist with estate planning. 1- Reasons why a ballplayer should think about estate planning. 2 - When does it...

Ahead In The Count Ep.8 - Philanthropy 03.12.2020 9:42

Welcome to "Ahead In The Count with Jim & Kyle" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pitchers and current financial advisors Jim Poole and Kyle Schmidt. Jim and Kyle continue a series on your off-season checklist with philanthropy. 1- How, why, and when of giving and donating. 2 - What tools are available besides...