Podcast appearances and mentions of Aaron Goldberg

Chris Jay, once a touring musician with the rock band Army of Freshmen, found a new creative path when the music industry shifted and opportunities dried up. Instead of giving up, he and his bandmate Aaron Goldberg turned to filmmaking, writing and producing their first feature, The Bet. Without studio backing or formal film education, the duo learned everything from scratch — from writing the screenplay to formatting scripts manually and raising money independently. Their story became a lesson in perseverance, proving that filmmaking success often starts with resourcefulness and a willingness to learn by doing.Despite budget limitations and countless challenges during production, The Bet made it to completion and secured distribution on major platforms like iTunes, Amazon, and cable VOD. Featuring wrestling legend Roddy Piper in one of his final roles, the film stands as a testament to the power of determination and creative problem-solving. For Chris, the project wasn't just about making a movie — it was about proving that great stories can come to life outside of Hollywood when passion, teamwork, and persistence lead the way.Become a supporter of this podcast: https://www.spreaker.com/podcast/indie-film-hustle-a-filmmaking-podcast--2664729/support.

JIMMY GREENE “AS WE ARE NOW” c. 2024Praises (1), Unburdened, Flood stageJimmy Greene (ts,sop,comp) Shedrick Mitchell (org-1) Aaron Goldberg (p) Mike Moreno (g) Dezron Douglas (b) Jonathan Barber (d) Gabriel Globus-Hoenich (perc-2) Rogerio Boccato (perc) MARCIN OLES “ORNETTE ON BASS” Gliwice, Poland, December 21, 2002Blessing, Lonely woman (1,2 & 3)Marcin Oles (b) LOU DONALDSON “SUNNY SIDE UP” Englewood Cliffs, N.J., February 5, 1960The man I love (2), Politely (1), It's you or no one (2), The truth (2)(bh out), Goose grease (1)Bill Hardman (tp) Lou Donaldson (as) Horace Parlan (p) Sam Jones (b) Al Harewood (d) Continue reading Puro Jazz 20 de agosto, 2025 at PuroJazz.

JIMMY GREENE “AS WE ARE NOW” c. 2024Praises (1), Unburdened, Flood stageJimmy Greene (ts,sop,comp) Shedrick Mitchell (org-1) Aaron Goldberg (p) Mike Moreno (g) Dezron Douglas (b) Jonathan Barber (d) Gabriel Globus-Hoenich (perc-2) Rogerio Boccato (perc) MARCIN OLES “ORNETTE ON BASS” Gliwice, Poland, December 21, 2002Blessing, Lonely woman (1,2 & 3)Marcin Oles (b) LOU DONALDSON “SUNNY SIDE UP” Englewood Cliffs, N.J., February 5, 1960The man I love (2), Politely (1), It's you or no one (2), The truth (2)(bh out), Goose grease (1)Bill Hardman (tp) Lou Donaldson (as) Horace Parlan (p) Sam Jones (b) Al Harewood (d) Continue reading Puro Jazz 20 de agosto, 2025 at PuroJazz.

A picture is worth a thousand words, and these never before seen photographs of Disneyland on its opening day in 1955 tell a lot of stories. Courtney and Emily continue their Celebratory Summer Series by welcoming back author, Aaron H. Goldberg, to the podcast to talk about his book, "Presenting Disneyland: Forgotten Photographs From Opening Day.” Featuring never before seen photographs from a studio employee, Presenting Disneyland transports you in technicolor to back July 17, 1955. Coupled with quotes and newspaper clippings, Aaron presents readers with an anthropological view of Disneyland that brings new life to studying the opening day of the Happiest Place on Earth.  Review Book of the Mouse Club on iTunes and Google Play and send any questions, comments, or suggestions to the hosts at bookofthemouseclub@gmail.com Follow Our Reading Journey On Social Media! Official Twitter and Instagram: @BookoftheMouse Courtney: Instagram @greatguthsby and Goodreads Emily: Instagram @emily_mickde  and Goodreads Aaron Goldberg: X @aaronhgoldberg and Instagram @aaronhgoldberg Website: https://www.aaronhgoldberg.com/  Next Book:  The Happiest Place on Earth: The Incredible Story of Walt Disney's Disneyland by: Don Hahn and Christopher Merritt Foreword by Bob Iger

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Pianist Aaron Goldberg on 20 years of organizing jazz fundraisers for presidential campaigns (this year's was Jazz for Kamala), how he thinks about the potential of music to provoke personal transformation and political action, his own relationship with activism and progressive politics, concert curation, Israel and Gaza.  www.leosidran.substack.com www.third-story.com www.jazzforkamala.com

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The gorgeous new album by Sean Ono Lennon, "Asterisms" (Tzadik), opens a set of electro-acousti otherworldly beauty. The playlist features Sean Ono Lennon; Simon Spiess; Ben Lumsdaine; Debby Wang; YES! Trio, Ali Jackson, Aaron Goldberg, Omer Avital; Paul Dunmall, Ed Puddick and The Royal Birmingham Conservatoire Big Band. Detailed playlist at https://spinitron.com/RFB/pl/18582410/Mondo-Jazz (from "Acisalia" to "Sacred Hymn"). Happy listening!

What do a high-stakes poker game, clandestine meetings, shell companies, and an ex-CIA agent have in common? They all contributed to the future of Walt Disney World. We brought Aaron Goldberg, author of "Buying Disney's World" on today's show, to take us down the path that Walt has set in motion decades ago. From gathering his team to setting his sights on the perfect area in Florida for his new park, Aaron paints a wonderfully engaging landscape, detailing just what it took to bring a Disney park to Florida. Plus, Jason gets way too happy reporting on the petty fight between Bob and Bob. ---------------- Support the show! Subscribe to us on YouTube Join everyone over on our Patreon page Visit us on Etsy for the coolest Disney-inspired shirts Check out the podcast archives on our website Come check out the Discord group! Learn more about your ad choices. Visit megaphone.fm/adchoices

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This week we're so excited to welcome Jazz saxophonist and 3x Grammy-winning recording artist Bob Reynolds of Snarky Puppy! Bob is an amazing saxophonist and all-around inspiring musician who's had just an incredible career. He is also a prolific bandleader and solo artist with 11 albums under his belt, he played with John Mayer's band for five years and has also worked with Brian Blade, Aaron Goldberg, Gregory Hutchinson, and Tom Harrell. This was a very insightful and educational conversation for us and we hope you find some value here as well. Don't forget to subscribe to our channel, hit that notification bell, and leave your thoughts in the comments section below. #bottomofthebill #bottomofthebillpodcast #bobreynolds #bobreynoldsguitarband #snarkypuppy #musicpodcast

Welcome to Rock Your Shine: After you've been cracked wide open. On this show, I sit down with people from all over the world to hear their transformational stories on their deep grief and loss journeys.  In this episode, we delve into the depths of grief and loss with Jon Hazilla, who has experienced unimaginable pain. Jon shares his heartbreaking journey of losing three siblings and going through a divorce while processing deep grief. Discover the transformative power of 'heart play' and gain insights into understanding your own dark place. Jon opens up about his experience with therapy and his thoughts on medication. We explore practical tools to pull yourself out of a dark place and discuss whether Jon took time to withdraw and shut everything out. Navigating the loss of his siblings and the impact of divorce on handling other losses are explored. We delve into the topic of receiving signs from the other side and how Jon tapped into music and playfulness as sources of healing. Discover how Jon found moments of joy while still in darkness. We also explore what Jon's relationship with his ex-wife looks like post-divorce and gain insights into his journey of self-love. Jon Hazilla has performed and/or recorded with: Jo Anne Brackeen, James Williams, John Hicks, Billy Taylor, Aaron Goldberg, Ray Drummond, Ron Carter, George Garzone, Benny Golson, Billy Pierce, Steve Grossman, Larry Coryell, Kenny Wheeler, Sheila Jordan, Ran Blake, John Clayton, and Max Roach. He continues to perform in countless global festivals from the Azores to Costa Rica, Warsaw, Rome, Nice, Serbia, and Kyoto, to name a few. He is a graduate of New England Conservatory of Music.  He received a National Endowment Award in 1987, The Robert Porter Memorial Advancement Award in Education from the American Federation of Teachers in 2002, a Berklee Fellowship Grant in 2006, and the Steelgrass residency in Kauai, Hawaii in 2012. Jon has produced eight CDs as a leader, and recorded over 45 more as a sideman. Berklee Press published his first book Mastering the Art of Brushes in 2002, and its second edition in 2017. His second book Rhythmic Reflections on Creative Teaching was published by Mosaic Eye Publishing in 2013. Hal Leonard released his DVD Brush Control in 2008.  He is co-founder of “Jazz on Wheels,” a volunteer group of musicians that performs free concerts at Boston Public libraries for inner-city children. He was a mentor for the City Music Program, volunteered for Habitat for Humanity helping survivors of Hurricane Katrina, was music facilitator for Project COMMON BOND serving young adults from around the world who have experienced trauma, and is artistic coordinator for Peace by Piece, a community trauma outreach program in South Boston. He is a certified hospice volunteer for Aseracare Hospice. He was a Pastoral Associate at First Parish in Brookline (Unitarian Universalist) and taught in the Religious Exploration program. He has run over 40 marathons and one ultra, and has a PR of 2:38. Jon is a professor at Berklee College of Music where he has taught since 1987. Jon's natural gift for teaching keeps him in high demand in and around Boston and worldwide. Join us as we navigate the depths of loss, find healing, and embrace the resilience of the human spirit. **TRIGGER WARNING** This episode covers sensitive subject matter and is not suitable for all listeners. If this topic could be a trigger for you, listen to this episode with a friend, a sibling, a loved one or a parent so you can talk about any emotions that come up for you. The contents of this episode are not intended to replace therapy and should not be taken as such. If you need immediate help, please call the crisis hotline listed below in our resources. Listen in as we talk about: [2:45] The 3 siblings he has lost  [5:25] Going through a divorce and processing deep grief and loss at the same time [8:15] The power of ‘heart play' [12:50] Understanding your dark place  [13:50] Seeing a therapist and his thoughts on medication [16:00] Tools to pull yourself out of a dark place [20:10] Did he take time to withdraw and shut everything out? [22:55] Navigating the loss of his brother [24:15] Did the loss from divorce help him handle the other losses in his life? [27:35] Receiving signs from the other side [32:45] Tapping into music and playfulness [40:00] Finding joy while still in darkness [47:10] What his relationship with his ex-wife looks like post-divorce [49:15] What self love looks like for Jon today [51:35] Hope is…   Resources mentioned in this episode: Book: https://www.amazon.com/Rock-Mining-River-Sibling-Grief/dp/1732888892/ref=sr_1_1?keywords=Rock+On%3A+Mining+for+joy&qid=1570199126&sr=8-1  Coure: L.E.A.P 6 week virtual course: https://rockyourshine.com/l-e-a-p-into-light-and-healing-6-week-virtual-course/   Grief Hotline:  https://www.griefresourcenetwork   Connect with Susan http://instagram.com/susan.casey/  https://www.facebook.com/Susan-E-Casey-101187148084982  https://www.youtube.com/channel/UCDcl58l8qUwO3dDYk83wOFA  https://rockyourshine.com/ https://www.tiktok.com/@leapwithsusan?

Super excited to announce new guests, Zach Brock, Keita Ogawa 小川慶太, and Bob Lanzetti, to The Story! ZACH BROCK Critically acclaimed as the "pre-eminent improvising violinist of his generation," Zach Brock is an American jazz violinist and GRAMMY Award-winning member of Snarky Puppy. He has toured, recorded, and performed with artists such as Stanley Clarke, Aaron Goldberg, Wycliffe Gordon, Matt Ulery, Michelle Willis, Banda Magda, Bill Laurance, Sirintip, Phil Markowitz, Martha Redbone, and many more. Zach has also released eight solo albums and was named "Rising Star Violinist" of 2013 by Downbeat Magazine. A passionate educator, Zach has coached hundreds of musicians from workshops to conservatories worldwide. Zach remains a perennial coffee fanatic and skateboard enthusiast, and currently lives with his wife and daughters in the NYC area. KEITA OGAWA Hailing originally from Sasebo city, Nagasaki, Japan, Keita Ogawa is a two-time GRAMMY nominee and Award-winner and one of the most versatile and sought-after percussionists and drummers in New York City. Since his 2005 arrival in America, Keita has worked with some of the biggest names in modern music including Yo Yo Ma, the Assad Brothers, Maria Schneider, Romero Lubambo, Clarice Assad, Jaques Morelenbaum, Osvaldo Golijov, Les Nubians, Charlie Hunter, Benny Green, Eric Harland, the Boston Symphony Orchestra, Chicago Symphony Orchestra and more. Currently he works in several projects including Snarky Puppy, Bokanté, Banda Magda, Bokantè, Cécile McLorin Salvant, Charlie Hunter, JSquad, Camila Meza and the Nectar Orchestra, Clarice Assad and more. BOB LANZETTI Bob Lanzetti is a Charleston, SC based professional guitarist, composer, producer, and educator. Bob is an original member of the GRAMMY Award-winning jazz/funk collective, Snarky Puppy and has performed in over 40 countries and played on every recorded release to date. In addition to Snarky Puppy, Bob has performed and recorded with many artists including Tommy Sims, Jerry Granelli, Robben Ford, Bokanté, Michelle Willis, Becca Stevens, Cory Henry, Ghost-Note (Robert “Sput'' Searight/Nate Werth), Lucy Woodward, Banda Magda, and many more. Check out these guys and their projects here: Zach Brock: Spotify: https://open.spotify.com/artist/2gP7EdtXx1CWc3gLco3B1C... Website: https://www.zachbrock.com Insta: https://www.instagram.com/zachdbrock/ Keita Ogawa: Spotify: https://open.spotify.com/artist/4JCRE56zJVJMC4vPuSAXdg... Website: https://keitaogawa.com Insta: https://www.instagram.com/keita_percussion/ Bob Lanzetti: Spotify: https://open.spotify.com/artist/2mGngESqZt9pUPlyLGpDPY... Website: boblanzetti.com Insta: instagram.com/boblanzetti Find The Story Podcast here: coryrosenproductions.com/podcastsSupport this podcast at — https://redcircle.com/the-story/donations

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durée : 00:59:38 - Club Jazzafip - Auteurs du magnifique album "Groove du jour" en octobre 2019, le batteur Ali Jackson, le pianiste Aaron Goldberg et le contrebassiste Omer Avital était nos invités en live le 29 janvier 2020.

After a two-year slowdown due to COVID, the Montreal International Jazz Festival came back this year. I had been there a couple times, in and out, as a musician. I went this year to cover the festival's full return for WBGO and The Third Story. When you're a musician at a festival like MJF, the job is actually pretty clear. You get to the gig, play the gig, pack up and go to the next gig. But what does a member of the press do in this situation? I was given a credential badge to wear with the word JOURNALISTE written on it and an assignment to “find the story.” Pretty quickly, a narrative started to reveal itself. Or rather, several narratives, all classics. The story of the young versus the old. The story about the past versus the present. And ultimately, the story of today's community of musicians, what's on their mind as they travel this Silk Road of Rhythm which is the summer jazz festival circuit —from Montreal to Marciac, from North Sea to Umbria and beyond. Conversations with Dee Dee Bridgewater, Bill Charlap, Scott Colley, Aaron Goldberg, Samara Joy, Allison Miller, Gregory Porter, and various concert-goers, festival organizers and locals all helped to fill in the story. Self-expression, politics, social media, technology, and conservationism were all part of the fabric, but the common thread between all of them was one of empathy and communion. “This Music,” as so many of the musicians call it, represents human potential. And humans are complicated beings. But at our core, we are social beings and that is reflected in this Montreal Jazz Festival experience. www.third-story.com www.patreon.com/thirdstorypodcast www.wbgo.org/studios

Professional Golfers have one of the most unique tax situations of all individuals. We tend to see the same mistakes made over and over when we review new clients previous tax returns. It typically comes down to a lack of knowledge and expertise in how to work with athletes. Your team should be doing everything possible to keep as much money under your control now and minimize your tax liability over the long haul as well.In this episode we will discuss the three most common Mistakes that we see when it comes to taxes. There are different strategies that professional golfers should be utilizing in high tax years and low tax years, and there are some foundational planning items that should be in place year-round. Why pay more in taxes than you have to?!Episode Highlights(1:10) The two things we see wrong with quarterly estimated taxes(3:49) Why your tax planning should be a 365 day per year endeavor(4:30) Not taking advantage of retirement plan contributions(5:13) SEP IRA vs individual 401k(8:37) Actions in a low tax year(10:31) Mistakes with residency daysDownload your free resource at awmcap.co/pga15

Though tax planning is a year round process, the culmination of tax planning each year is tax filing. Most people are familiar with filing their taxes by April 15th, but what are you doing throughout the year to make sure that you are being as tax-efficient as possible?This week we discuss the different tax documents you will be receiving and what you and your tax team will need to make sure all is accounted for. We go over some of the commonly overlooked items, tax deductions specific to professional golfers, and clarify some of the myths on what you can and can not deduct.Episode Highlights1:30 – What you will get from the Tour2:00 – Tax documents you need3:00 – Avoid amending your taxes: often overlooked tax documents3:45 – Foreign tax documents5:12 – Ways to reduce what you pay in taxes7:15 – “Tax efficiency is going to be such a good way for you to maximize the money in your pocket now”8:30 – What is deductible and what is not deductible

This year marks the inaugural PGA Tour University class that will have immediate access to the Korn Ferry Tour and Mackenzie Tour. Like with any new system there have been lots of questions, plenty of conflicting thoughts, and some incorrect information swirling, that may influence players decisions whether to turn pro or come back for one more year of college golf. We decided to go straight to the source.  Senior Director at the PGA Tour and creator of the PGA Tour University, Brendan von Doehren, joins us to walk through the genesis of PGA Tour U, how the system works, and clarifies some of the questions and misconceptions we have been hearing on the ground. If you are a player, coach, or part of their inner circles you do not want to miss this episode. Episode Highlights(1:58) How was PGA Tour University created?(5:23) Who had input and was consulted?(8:42) Benefit to the players and the Tour?(11:32) Who is eligible in the rankings?(13:16) How do the rankings work?(14:00) What events count and why?(17:44) What access to Korn Ferry and other tours is available?(26:48) How much movement in the rankings is expected the last couple months?(31:23) How will the rankings look next year?(34:29) Ho will players in the rankings this year who come back, fit in to next year's rankings?

The single most important driver of your Net Worth is your physical ability to play golf. If you are hurt or sick and cannot play for an extended period, this has significant impact on your earnings. Not only does it impact your on-course earnings, but it can affect your endorsement deals as well. So why is disability insurance one of the most overlooked parts of players' financial structures?The Tour has a disability policy for players with certain exempt status. It is meant to help if you get hurt/sick, but not cover everything. It is important to know what you get as a benefit and when you can receive it if you were to be eligible. Chances are what the Tour supplies, (PGA or Korn Ferry) is not going to be enough to cover what you need. In this podcast we will discuss the unique disability needs of professional golfers and what you can do about it.Episode Highlights2:00 – “If you get hurt or sick…what are you going to do?”3:22 – Coverage on the PGA Tour4:20 – When would I start getting the benefit?6:12 – Coverage on the Korn Ferry Tour7:15 – Protecting your wealth and future wealth8:03 – “This is one of the biggest gaps I see”8:57 – Top players coming out of college11:20 – Rely on your team to determine the right amount and right type13:00 – Career Ending Injury13:30 – Anthony Kim example

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

Waste Management Open week is unlike any other on tour. It brings with it all sorts of craziness: sometimes good sometimes bad. This is a good reminder that sometimes things go wrong off the golf course and can potentially have a major impact on your finances if not protected correctly.As an athlete you are a public figure and for all the good that brings, it can also be a target on your back. From minor car accidents, someone getting hurt on your property, to dog bites and parties, if someone sees an opportunity to sue, they will. Make sure you understand how to protect yourself from unforeseen liabilities and keep your personal assets and business assets separate so that you maintain proper protection.

Becoming a professional golfer is an exciting time. A ton of hard work, dedication and sacrifice put you in the position to be able to turn pro. Until now, most of what you have had to focus on is ON the golf course. You are now becoming a business, and with that comes OFF the course demands and needs that can take time and focus away from your game.Follow these 5 steps when turning pro to set yourself up for success. The key to maximizing your potential is to eliminate distractions and take advantage of every opportunity placed in front of you. These steps will put you in a position to do just that.1:15 – Who is on your team?Episode Highlights00:45 – Who is on your team?1:53 – Taking care of your body3:01 – What do you want from an agent?4:04 – Why a wealth management team not a financial advisor5:28 – Questions to ask a Wealth management team before you hire them7:58 – Get a second bank account and credit card8:49 – Should you set up an LLC9:43 – Where are you going to get better? “Good players push each other”12:06 – What happens if I get hurt?14:01 – “The best investment that you can make is in yourself.”

As a professional golfer you have been given an opportunity to lead by example. Many athletes use their platform to lead in different ways. Giving back to charities and foundations can be a big part of leading your community. I highly encourage you to get involved, whether financially, with your time, or both.When making donations, raising funds, or starting a foundation make sure that you know the keys to success and how to maximize your impact. Being strategic with how you donate and are financially involved can have a bigger benefit for the places you support and create more savings on your taxes. Be the best in every element of your world!Episode HighlightsThe importance of giving back (00:01)Figuring out who to support and how to support (00:54)Should you consider tax deductions with giving? (01:46)Starting a foundation, donor-advised funds, and direct giving (02:47)Donating shares of stock (04:31)Things to consider before starting a foundation (05:41)The goal of maximizing your net worth (7:30)

As a professional athlete, you are presented with all sorts of investment opportunities. Is buying into an IPO a good idea? What do you need to know before investing in a company that has just gone public? Are you compensated for the added fluctuation in price with higher average returns?Let's look behind the curtain and understand what risks we are taking that may not be obvious. We will also discuss opportunities to possibly invest in companies before their IPO to increase potential returns. Lastly, and most important, where should you be financially before you even think about investing in start up companies, whether through an IPO or Venture Capital.Episode Highlights2:02 – Door Dash's stock price was up 80% from it's IPO price on day 1, who made all the money?4:06 – Where is Door Dash's stock price 1 month later5:30 – How do IPOs do in the long run?6:48 – How to get in before the IPO, going from $22/share to $182/share8:00 – What money should we use to invest in higher risk investments like IPOs10:42 – Who to talk to about investing in an IPO or new venture

Though you travel all over the world during the season, where you spend time in your off weeks can impact your taxes. There can also be a lot of bad advice when it comes to your permanent residence that you might receive that typically does not work and can end up coming back to bite you later. There is also a lot of bad advice out there when it comes to what matters when proving where your state of residence is, that typically does not work and can end up coming back to bite you later.In this episode, Aaron breaks down a framework of the two biggest questions to ask yourself when deciding where you want to live, the differences between how your on-course and off-course earnings are taxed, and shares some of the implications to your taxes and your game that you may not have considered before.Episode HighlightsThe two big questions to consider when deciding where to live in the off season (00:56)The differences between on-course and off-course earnings (1:50)The important considerations in filing for residency (3:32)The details states look for when determining your residency (5:08)If you have kids – everything else with residency goes out the window (5:51)Why you shouldn't determine residency just on tax savings alone (6:04)The questions to consider when determining your permanent residence (7:30)

As a professional golfer, tax optimization is one of the most important areas of your wealth to address. While investments are a crucial part of growing your overall net worth, the savings you could see on tax optimization could completely blow out of the water any of your annual investment returns.In this week's episode, Aaron is joined by Super Bowl champion, 8-year NFL veteran and AWM colleague Zach Miller to discuss some of the strategies for professional athletes to optimize their tax situation, and weigh the pros and cons of a SEP IRA vs an Individual 401(k). Make sure to listen to find out the one thing to look for to see if your financial advisor is tailoring your plan like a pro, or treating you like the general public.Episode HighlightsThe importance of taxes (1:38)Investments are a great part of your financial picture and we want to do our best on the investment side, but we're paying 50% in taxes in most places…If we can optimize those taxes, that's going to completely blow out of the water any investment returns.” – Aaron GoldbergSEP IRA vs Individual 401(k) (2:36)The 3 reasons why you'd want to use an Individual 401(k) (3:16)Zach's experience with endorsement income (7:56)What professional athletes should consider to have tax savings in the future (11:46)

One of the first pieces of advice many pro athletes hear, regardless of the sport, is that they should set up an LLC or corporation although the reasons given for doing this can range anywhere on the spectrum of the plausible to absurd. Our job here at the PGA Players' Podcast is to demystify the amateur advice and instead provide the professional advice you deserve.There are certainly advantages to making this move for the right athlete. Specifically, having an LLC set up can help protect you from unforeseen liabilities and can also help you avoid or reduce some of your taxes.Join Aaron Goldberg, CFP®, and business partner and AWM Capital co-founder Erik Averill, CFP®, CPWA®, CKA® as they discuss this topic and more including:The two main advantages to setting up an LLC (1:05)How the PGA is different than other sports like MLB or NFL (2:03)The importance of protecting against liabilities (3:03)Piercing the corporate veil (5:01)1099 vs W2 income (6:47)“From the tax point of view, this is where golfers are so unique compared to other athletes.”When it can be beneficial to not be taxed as an S corp (9:03)Ongoing tax planning: It's all about your financial structure (9:28)Name, Image, Likeness: The important steps for college golfers, agents, and family members (10:15)Advanced planning (11:18)Keeping income in the household, lowering tax liability (12:53)401k or Roth 401k: Why you need a personalized, customized solution (13:31)

As a professional golfer, your financial situation is complex: you're in the highest tax bracket, you only receive 1099 income as opposed to W2s, you have a public financial status, and you play and are taxed in multiple countries throughout the year – just to name a few.Your situation is unique, your solution should be, too. That's the inspiration behind the PGA Players' Podcast – where each week, former Korn Ferry and PGA Tour golfer turned private wealth advisor, Aaron Goldberg, CFP® will discuss the most important questions you should be asking, the nuances to your situation, and how to make sure you are able to build wealth and create a lasting legacy.In this week's episode, Aaron is joined by co-founder of AWM Capital and former professional baseball player Erik Averill, CFP®, CPWA®, CKA® to discuss some of the ways athletes financial situations differ and some of the most important questions to be asking.Key Topics DiscussedWho is qualified to be your financial advisor? (1:59)What makes your financial situation unique as a professional golfer? (2:24)The implications of being in the top 1% of earners (3:04)Where should players be getting financial information? (6:22)“But if your parents aren't professional athletes, they're financial advisor is probably not right for you because they don't know what to look for” (7:15)“What I think is almost equally dangerous is the mediocre advisors, the ones that don't know what they don't know.” (7:18)Your job as an athlete is to perform on the course – not to know everything that goes into your financial world (7:54)“when you hire people that have had that experience with other athletes, whether it be baseball players, whether it be football players, whether it be golfers, they know the pitfalls that come up and the ways that we can maximize net worth for our clients by capitalizing on their human capital and making sure that we take advantage of every opportunity that they have” (7:58)How different are golfers when it comes to taxes? (9:55)“You are the business, your game is the business. You're going to be the biggest driver of your financial future as a player” (11:29)What's the most important question I should be asking of my financial advisor to see if they're qualified? (13:29)

The stakes are higher on Tour: the competition, the opportunities, the money. With this comes even more of a need for expert advise and planning. As an elite athlete, you NEED and DESERVE to have a team that is built to serve elite athletes. Unfortunately, the existing landscape of financial institutions is built to serve the general public.In this episode we will explore what a wealth management team should be doing for you. You have a unique situation that requires unique solutions. You also have a unique opportunity to secure your financial future at an early age and have a large impact on your family and community. Make sure your wealth management team already understands the complexities that you face, and that their incentives align with your goals.

None of us are walking down the fairway bragging about the returns we got last year with an index fund, or the interest we are getting in our bond portfolio. Whether we should or not is another topic. But everyone seems to know someone that knows someone who can get them in on a private deal that is sure to have amazing returns with very little downside.Private investing versus public investing is a very different endeavor. Over the next few episodes we will dive deeper into the types of private investments, when they may be appropriate, and why they should be considered. We will have experts in each segment join us to uncover the most important facts and questions to be considered around private investing.Episode Highlights(2:05) Defining the public market vs private market(3:22) "In the short term, the stock market can be a voting machine, but in the long term it's a weighing machine." -Benjamin Graham(4:14) Accessing outsized returns in private markets(5:32) How the biggest and best venture capital and private equity funds are similar to the best college football teams(8:26) What are the different types of private investments?(9:22) Questions to answer before getting into private investments(10:33) What are the risks to look out for? Liquidity, access, and lack of regulation(14:35) When are these investments appropriate?(16:21) Private investments towards the end of your athletic career(17:48) What we're covering over the next few weeksMore info at pgaplayerspodcast.com

This year marks the inaugural PGA Tour University class that will have immediate access to the Korn Ferry Tour and Mackenzie Tour. Like with any new system there have been lots of questions, plenty of conflicting thoughts, and some incorrect information swirling, that may influence players decisions whether to turn pro or come back for one more year of college golf. We decided to go straight to the source.  Senior Director at the PGA Tour and creator of the PGA Tour University, Brendan von Doehren, joins us to walk through the genesis of PGA Tour U, how the system works, and clarifies some of the questions and misconceptions we have been hearing on the ground. If you are a player, coach, or part of their inner circles you do not want to miss this episode.  Episode Highlights(1:58) How was PGA Tour University created?(5:23) Who had input and was consulted?(8:42) Benefit to the players and the Tour?(11:32) Who is eligible in the rankings?(13:16) How do the rankings work?(14:00) What events count and why?(17:44) What access to Korn Ferry and other tours is available?(26:48) How much movement in the rankings is expected the last couple months?(31:23) How will the rankings look next year?(34:29) Ho will players in the rankings this year who come back, fit in to next year's rankings?

Professional Golfers have one of the most unique tax situations of all individuals. We tend to see the same mistakes made over and over when we review new clients previous tax returns. It typically comes down to a lack of knowledge and expertise in how to work with athletes. Your team should be doing everything possible to keep as much money under your control now and minimize your tax liability over the long haul as well.In this episode we will discuss the three most common Mistakes that we see when it comes to taxes. There are different strategies that professional golfers should be utilizing in high tax years and low tax years, and there are some foundational planning items that should be in place year-round. Why pay more in taxes than you have to?!Episode Highlights(1:10) The two things we see wrong with quarterly estimated taxes(3:49) Why your tax planning should be a 365 day per year endeavor(4:30) Not taking advantage of retirement plan contributions(5:13) SEP IRA vs individual 401k(8:37) Actions in a low tax year(10:31) Mistakes with residency daysDownload your free resource at awmcap.co/pga15

Have you ever wondered why ultra wealthy families invest in private real estate? Why wouldn't you just buy your own rental property or invest in a public REIT (Real Estate Investment Trust)? How do you even find a quality partner to invest with? What types of real estate investments are out there? As a professional athlete, when would this type of investment make sense for you?In this episode, we talk with experts from two different private real estate firms to get an insider's guide on what to look for in a deal, how to evaluate it, and how to choose a partner to invest with. And they both happen to be former professional athletes as well. Dan Kennedy is a Partner at Driven Capital Partners and a retired MLS player, and Peter Tomasulo works for Lyon Living and is a retired PGA Tour player. I learned a lot in this interview and hope you do, too.Episode Highlights(1:00) Why Dan started investing when he was a MLS player(5:14) "I thought I was going to play until I was 50 years old and then I was just going to be able to do whatever I wanted." - Peter Tomasulo(13:05) What are the different types of real estate investments?(22:57) Why do high net worth families and successful athletes invest in RE(23:54) Why not use a public REIT?(29:08) What to look for when evaluating a new investment?(33:06) When does an investment like private real estate fit in my financial structure?

The stakes are higher on Tour: the competition, the opportunities, the money. With this comes even more of a need for expert advise and planning. As an elite athlete, you NEED and DESERVE to have a team that is built to serve elite athletes. Unfortunately, the existing landscape of financial institutions is built to serve the general public.In this episode we will explore what a wealth management team should be doing for you. You have a unique situation that requires unique solutions. You also have a unique opportunity to secure your financial future at an early age and have a large impact on your family and community. Make sure your wealth management team already understands the complexities that you face, and that their incentives align with your goals.

None of us are walking down the fairway bragging about the returns we got last year with an index fund, or the interest we are getting in our bond portfolio. Whether we should or not is another topic. But everyone seems to know someone that knows someone who can get them in on a private deal that is sure to have amazing returns with very little downside.Private investing versus public investing is a very different endeavor. Over the next few episodes we will dive deeper into the types of private investments, when they may be appropriate, and why they should be considered. We will have experts in each segment join us to uncover the most important facts and questions to be considered around private investing.Episode Highlights(2:05) Defining the public market vs private market(3:22) "In the short term, the stock market can be a voting machine, but in the long term it's a weighing machine." -Benjamin Graham(4:14) Accessing outsized returns in private markets(5:32) How the biggest and best venture capital and private equity funds are similar to the best college football teams(8:26) What are the different types of private investments?(9:22) Questions to answer before getting into private investments(10:33) What are the risks to look out for? Liquidity, access, and lack of regulation(14:35) When are these investments appropriate?(16:21) Private investments towards the end of your athletic career(17:48) What we're covering over the next few weeksMore info at pgaplayerspodcast.com

Though tax planning is a year round process, the culmination of tax planning each year is tax filing. Most people are familiar with filing their taxes by April 15th, but what are you doing throughout the year to make sure that you are being as tax-efficient as possible?This week we discuss the different tax documents you will be receiving and what you and your tax team will need to make sure all is accounted for. We go over some of the commonly overlooked items, tax deductions specific to professional golfers, and clarify some of the myths on what you can and can not deduct.Episode Highlights1:30 – What you will get from the Tour2:00 – Tax documents you need3:00 – Avoid amending your taxes: often overlooked tax documents3:45 – Foreign tax documents5:12 – Ways to reduce what you pay in taxes7:15 – “Tax efficiency is going to be such a good way for you to maximize the money in your pocket now”8:30 – What is deductible and what is not deductible

The single most important driver of your Net Worth is your physical ability to play golf. If you are hurt or sick and cannot play for an extended period, this has significant impact on your earnings. Not only does it impact your on-course earnings, but it can affect your endorsement deals as well. So why is disability insurance one of the most overlooked parts of players' financial structures?The Tour has a disability policy for players with certain exempt status. It is meant to help if you get hurt/sick, but not cover everything. It is important to know what you get as a benefit and when you can receive it if you were to be eligible. Chances are what the Tour supplies, (PGA or Korn Ferry) is not going to be enough to cover what you need. In this podcast we will discuss the unique disability needs of professional golfers and what you can do about it.Episode Highlights2:00 – “If you get hurt or sick…what are you going to do?”3:22 – Coverage on the PGA Tour4:20 – When would I start getting the benefit?6:12 – Coverage on the Korn Ferry Tour7:15 – Protecting your wealth and future wealth8:03 – “This is one of the biggest gaps I see”8:57 – Top players coming out of college11:20 – Rely on your team to determine the right amount and right type13:00 – Career Ending Injury13:30 – Anthony Kim example 

Waste Management Open week is unlike any other on tour. It brings with it all sorts of craziness: sometimes good sometimes bad. This is a good reminder that sometimes things go wrong off the golf course and can potentially have a major impact on your finances if not protected correctly.As an athlete you are a public figure and for all the good that brings, it can also be a target on your back. From minor car accidents, someone getting hurt on your property, to dog bites and parties, if someone sees an opportunity to sue, they will. Make sure you understand how to protect yourself from unforeseen liabilities and keep your personal assets and business assets separate so that you maintain proper protection.

Becoming a professional golfer is an exciting time. A ton of hard work, dedication and sacrifice put you in the position to be able to turn pro. Until now, most of what you have had to focus on is ON the golf course. You are now becoming a business, and with that comes OFF the course demands and needs that can take time and focus away from your game.Follow these 5 steps when turning pro to set yourself up for success. The key to maximizing your potential is to eliminate distractions and take advantage of every opportunity placed in front of you. These steps will put you in a position to do just that.1:15 – Who is on your team?Episode Highlights00:45 – Who is on your team?1:53 – Taking care of your body3:01 – What do you want from an agent?4:04 – Why a wealth management team not a financial advisor5:28 – Questions to ask a Wealth management team before you hire them7:58 – Get a second bank account and credit card8:49 – Should you set up an LLC9:43 – Where are you going to get better? “Good players push each other”12:06 – What happens if I get hurt?14:01 – “The best investment that you can make is in yourself.” Find more info at awmcap.co/pga8

As an NFL player, you're in the highest tax rate. That means with your endorsement deals and appearances that 40-50% of that income is going to go to the IRS. Are you taking advantage of all the available opportunities to hold on to the income you're acquiring? This week, Zach is joined by Aaron Goldberg, CFP®, fellow AWM Capital colleague and former PGA, Korn Ferry, and Canada Tour golfer, to discuss some of the biggest tax savings that they've seen professional athletes miss out on.An important distinction on why the SEP IRA is inferior is the ability to do non-deductible IRA contributions and then later convert them to a Roth. You cannot directly contribute to a Roth because of income phaseouts but Roth accounts can grow tax-free and then be withdrawn with no taxes later. The Individual 401k can exist and does not affect the backdoor Roth strategy as it's commonly known. For athletes, the SEP IRA is an indication the advisor or CPA is not experienced with the unique circumstances and income of athletes. If you would like more detail check out our blog.Episode HighlightsThe Individual 401(k) and endorsement income (00:24)Deferring your 1099 income (1:17)The importance of a CFP® as a wealth advisor (2:24)Is a SEP IRA enough? (3:36)Zach's experiences of missing out on tax savings (5:18)

Join us as we speak with Dr. Aaron Goldberg from Memorial Sloan Kettering Cancer Center in New York City.  Dr.… The post Complexities of Secondary AML with Dr. Goldberg first appeared on The Bloodline with LLS.

Join us as we speak with Dr. Aaron Goldberg from Memorial Sloan Kettering Cancer Center in New York City.  Dr.… The post Complexities of Secondary AML with Dr. Goldberg appeared first on The Bloodline with LLS.