In Episode 3, we flew to Dallas, TX to meet with Dustin Eldridge, a prominent NFL Financial Advisor at his firm, Team PWM. We discuss the foundational knowledge surrounding investing, saving, growing wealth, the state of financial literacy... and much more. Dustin and his team have been staples in the family office advisor space for athletes, for over 10 years. He has seen all extremes, from people recovering from bankruptcy to athletes making tens of millions of dollars per year. His experience in the space is unparalleled and he brings a comprehensible, adoptable philosophy to financial planning, business development, and an overall healthy fiscal mindset. To connect with Dustin at Team PWM: 1. Visit www.teampwm.com 2. Reach out to deldridge@teampwm.com 3. @teampwm on socials To connect with The Best of The Best Podcast: 1. @tbotbpod on all socials 2. Visit www.themaverickteams.com for short form educational episodes 3. Subscribe on your favorite podcasting platform to be notified when a new episode comes out This episode is sponsored by Brinks Armored Account This episode is sponsored by PATH Produced by Ben Spiro The Surroundings Group Podcast Network Team PWM Disclaimer: Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This podcast is not intended to be relied upon as forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this letter are derived from proprietary and nonproprietary sources deemed by Waterloo Capital to be reliable. Additional information about Waterloo Capital is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-63975. Waterloo Capital is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice.
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