Discover how Kaydee Duhamel managed her family's hockey journey while navigating the financial challenges that came with the sport. This episode shares personal insights on budgeting, balancing parenting and coaching, and long-term financial planning—all grounded in hockey’s realities.

Main Topics Covered:

• Kaydee's journey from childhood hockey to coaching her kids
• The financial rollercoaster of youth hockey: budgeting, borrowing, and paying down debt
• Effective strategies for hockey-related expenses and long-term financial planning
• Lessons learned about maximizing joy and reducing stress in youth sports

In this episode:

• Kaydee shares her early start in figure skating and transition into competitive hockey
• The experience of playing in boys' hockey and later coaching her children's teams
• How she managed her household on a single income while supporting her kids’ hockey pursuits
• Practical tips on budgeting for hockey, including spreadsheet use and expense management
• Her strategy for paying down hockey-related debt and building a retirement nest egg
• Cherished memories from her kids' championship games
• Advice for parents new to youth hockey about planning and enjoying the ride

Timestamps:

00:00 - Introduction: Balancing hockey, family, and finances

00:31 - Kaydee's early hockey journey and transition from figure skating

01:33 - Competing at AAA and transitioning into coaching

02:17 - Continuing to play adult mixed and rec league hockey

03:11 - Coaching her kids and handling parent-player dynamics

03:52 - Her kids' experiences and their varied personalities

05:41 - Managing hockey costs on a single income house

08:56 - Navigating financial chaos and budgeting strategies

10:01 - The high costs of tournaments, travel, and equipment

11:01 - Living within limits and making sacrifices

12:20 - Creating and sticking to a budget with spreadsheets

13:02 - Managing credit card debt effectively

14:04 - The importance of frequent budget review

15:03 - Strategies for paying off high-interest debt

17:28 - How her financial outlook has improved post-hockey

18:33 - Future goals: retirement savings, coaching, and family plans

19:56 - Advice for parents: start budgeting early and seek resources

20:42 - Lessons from money mistakes, credit card reliance

23:13 - Cherish the journey and find joy in youth sports

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.

Book your consultation at UptownWealthManagement.com ⁠

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson

Facebook: https://www.facebook.com/uptownwealthmanagement⁠

Instagram: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok https://www.tiktok.com/@buildingwealthwithbrett

The podcast discusses the principles of building wealth and achieving financial freedom, emphasizing the importance of avoiding debt, living below one's means, and investing the surplus. It also explores the topics of crypto, buying a house, financial independence, and practical steps for financial security.

Takeaways

• Avoid debt that traps you
• Live on less than you earn
• Invest in surplus and let time do its job

Chapters

• 00:00 Building Wealth and Financial Freedom
• 06:03 Debt Management and Investing Surplus
• 13:27 Financial Independence and Compounding

Discover how former pro hockey player and performance coach Rob Pallante transformed adversity into a mission to empower athletes with mental resilience. Hear insights on the importance of mental skills in sports and life transitions.

• Rob Pallante’s hockey career and early influences
• Overcoming injuries, setbacks, and adversity in sports
• Lessons learned from a near-death motorcycle accident in 2015
• Transition from professional sports to corporate and coaching roles
• The importance of mental performance for young athletes and pros
• Building mental resilience as a foundation for success
• How parents and coaches can support young athletes’ mental development
• The role of identity and purpose beyond hockey
• Adopting a mental performance journal and mental skills training
• The future of mental health support at various levels of sports

00:00 - Introduction to Rob Pallante: from professional hockey to mental performance coach

00:45 - Early hockey journey and influences from family and youth sports

01:30 - Facing injury, adversity, and the lessons learned from setbacks

02:40 - The pivotal motorcycle accident in 2015 and its impact on life perspective

03:50 - Transition from a sports career to corporate and coaching—lessons in identity and purpose

05:00 - The importance of separating the athlete from the person for mental well-being

06:15 - Developing mental resilience through coaching and self-awareness tools

07:30 - The power of mental skills in handling adversity and transitions

08:50 - How young athletes can start mental training early—building a mental "four-legged stool"

10:20 - Supporting athletes through the ladder of hockey, from minor leagues to pro

11:45 - The significance of mental health resources and outside support systems

13:00 - Rob’s coaching practice: working with NFL, NHL, and youth players

14:20 - The current landscape of mental health and the need for proactive training

15:40 - The role of parents, coaches, and organizations in nurturing mental skills

17:00 - Common pitfalls: pressure, identity issues, and unrealistic expectations

18:10 - Personal stories of struggling with identity after sports

19:00 - Rob’s reflective insights on his own growth as a parent and coach

20:10 - The value of mental performance journals—Rob’s guided prompts and resources

21:30 - How mental training complements physical skills and technical mastery

22:45 - Supporting a balanced approach to youth sports and holistic development

23:55 - Find Rob's mental performance journal and coaching services

24:45 - Final thoughts: empowering athletes for life beyond sports

Resources & Links

• Mindset Body Bank – Rob’s coaching platform on Instagram

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson

Facebook: https://www.facebook.com/uptownwealthmanagement⁠

Instagram: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode, Brett chats with Lindsey Louro, an estate and trust lawyer and avid hockey player, about balancing passion for the game with smart financial and estate planning. Lindsey shares her unique journey from late-blooming goalie to legal professional, emphasizing the importance of preparing for life's uncertainties—both on and off the ice.

Key Topics:

• Lindsey’s story of starting hockey later in life and her experiences as a goalie
• The parallels between sports mindset and legal career resilience
• Why estate planning is crucial for athletes and hockey families
• The impact of professional sports injuries and the need for protective legal documents
• The process and importance of creating wills and trusts proactively
• Overcoming hesitations and challenges in estate planning discussions
• Strategies for hockey players to approach estate and legacy planning
• Building trust and connections within hockey communities
• Personal superstitions and routines of an avid hockey goalie
• Practical advice for hockey parents and aspiring goalies on equipment and mindset

:

00:00 - Introduction to Lindsey Louro and her unique hockey journey

01:07 - How Lindsey got into hockey and her experience as a goalie

03:20 - What drew Lindsey to the goalie position and her childhood stories

04:39 - Starting hockey later in life and balancing it with a legal career

05:39 - Transition from playing hockey to becoming a trust and estate lawyer

07:10 - The importance of estate planning for hockey families and athletes

08:11 - How legal planning offers peace of mind for the unpredictable risks of sports

09:06 - The process Lindsey follows when creating estate documents

09:35 - Challenges clients face in estate planning and overcoming procrastination

11:22 - Building trust within hockey communities to discuss financial and legal matters

12:52 - Talking with hockey players about legacy and estate planning opportunities

15:08 - Lindsey’s superstitions and routines as a goalie

16:41 - Advice for hockey parents and aspiring goalies on equipment and mindset

16:49 - Final thoughts on the importance of being prepared and organized

17:16 - Wrap-up and how to connect with Lindsey for estate planning services

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation at UptownWealthManagement.com ⁠

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson

Facebook: https://www.facebook.com/uptownwealthmanagement⁠

Instagram: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of the Financial Power Play, Brett Cranson dives into a crucial yet often overlooked aspect of financial planning: insurance. Discover how integrating proper insurance coverage can safeguard your financial goals against life's unexpected disruptions, ensuring peace of mind for hockey families and professionals alike.

Key topics covered:

• The hidden risks to your financial plan beyond market volatility
• Why insurance is a critical component of a resilient financial strategy
• Differentiating between term, permanent, disability, and critical illness insurance
• How to assess your current coverage gaps and ask the right questions to your advisor
• Step-by-step actions to inventory, evaluate, and strengthen your insurance plan
• Case studies illustrating the impact of insurance in real-life scenarios
• Tools and frameworks to help you identify vulnerabilities and protect your goals

Timestamps:

00:00 - Welcome to the Financial Power Play – Why insurance matters in your financial plan

00:27 - The unseen risks in financial planning: life events vs. market risk

00:57 - The importance of insurance to protect cash flow during life's disruptions

01:17 - Quick exercise: Identify your income, debts, dependents, and bills

02:07 - Common risks most investors overlook: early death, long income interruptions, major illness

03:18 - Case study: How a $210,000 household can be impacted by income loss

04:11 - How insurance creates peace of mind and stabilizes cash flow

04:46 - Types of life insurance: term vs. permanent, and their uses

05:03 - Questions to ask your advisor about work coverage and its limitations

06:39 - Choosing insurance based on your specific needs, not product labels

07:02 - Critical questions: What happens if I die today? What's the long-term impact?

07:52 - Action step: Have a conversation with your partner about household responsibilities if income stops

08:06 - The importance of income for funding your goals and the risks of income loss

08:42 - Case study: Disability coverage for a high-earning household with injury risks

09:41 - Understanding disability insurance features and questions for your advisor

10:39 - Assessing fixed costs and stress points through a simple budget exercise

10:48 - Critical illness insurance: what it covers and how it supports recovery

11:34 - Case study: Benefits of critical illness insurance during a diagnosis

12:39 - The sequence of protecting your goals: start with your priorities, then select tools

12:56 - How to evaluate whether you're properly covered and avoid forced asset sales

13:51 - Integrating insurance into your overall financial plan alongside investments and estate planning

14:20 - Action plan: inventory assets, identify vulnerabilities, and prepare for reviews

15:17 - Next steps: get quotes, compare options, and implement policies

16:03 - Final thoughts: Insurance protects your plan, while investments grow your wealth

16:35 - Wrap-up: Build your financial confidence with proactive insurance strategies and book your risk review

In this episode of Financial Power Play, Brett Cranson interviews Daniel Ciampini, a former professional hockey player turned real estate investment mogul. Daniel shares his journey from playing hockey as a child to becoming a Hobie Baker finalist in college, and eventually transitioning to a career in real estate. He discusses the challenges and decisions he faced throughout his hockey career, including his time in the AHL and overseas, and how he managed his finances along the way. Daniel also talks about his transition to the corporate world and his future aspirations.

Chapters

• 00:00:01 Introduction and Early Hockey Journey
• 00:01:48 Choosing Education Over OHL
• 00:03:52 College Hockey and Hobie Baker Finalist
• 00:07:15 Transition to Professional Hockey
• 00:12:16 Playing Overseas and Financial Management
• 00:17:08 Transition to Real Estate and Corporate World

Takeaways

• Daniel started playing hockey at a young age, inspired by his father.
• He balanced playing hockey and soccer before choosing hockey as his career path.
• Daniel valued education and chose college over the OHL for personal development.
• He faced challenges with injuries and coaching changes but persevered.
• Daniel was a Hobie Baker finalist, recognizing his excellence in college hockey.
• He transitioned to professional hockey, playing in the AHL and overseas.
• Daniel managed his finances wisely, investing in real estate early on.
• He prepared for life after hockey by pursuing an MBA and interning in real estate.
• Daniel enjoys the stability of a corporate job after years of contract-based hockey.
• He values the experiences and friendships gained through his hockey career.

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey. If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.Looking to build your own financial playbook? ⁠Book your consultation at UptownWealthManagement.com ⁠

Connect with Brett:⁠

LinkedIn⁠: https://www.linkedin.com/in/brettcranson

Facebook: https://www.facebook.com/uptownwealthmanagement⁠

Instagram: https://www.instagram.com/buildingwealthwithbrett/⁠

TikTok https://www.tiktok.com/@buildingwealthwithbrett

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of the Financial Power Play, I, Brett Cranson from Uptown Wealth Management, dive into creating a mid-year financial game plan for hockey families and professionals. Drawing parallels between hockey strategies and financial planning, we discuss the importance of reviewing goals, taxes, and savings midway through the year.

Key topics include evaluating your current cash flow, making necessary budget adjustments, optimizing contributions to RSPs, TFSAs, and RESPs, and recalibrating financial goals. I also share actionable steps and real-life examples to help you stay on track and finish the year strong.

00:00 Introduction to Financial Power Play

00:22 Mid-Year Financial Game Plan

01:04 First Period: Resetting Your Bench

02:52 Second Period: Mid-Year Tax and Savings Check

04:26 Third Period: Adjusting Goals and Strategies

05:49 Overtime: Quick Tips and Wrap-Up

06:24 Closing Remarks and Next Steps

Thank you for joining us on this episode of The Financial Power Play. I'm excited to continue bringing you stories, insights, and strategies to help you build a financial future as strong as your passion for hockey.

If you enjoyed this episode, please subscribe, share it with your hockey crew, and leave a review.

Looking to build your own financial playbook? Book your consultation here.

Or visit UptownWealthManagement.com

Connect with Brett:

LinkedIn

Facebook

Instagram

TikTok

Until next time, stay focused, stay flexible, and keep playing your game!

In this episode of Financial Powerplay, Brett Cranson discusses the importance of having a comprehensive financial game plan that lasts beyond immediate successes. He draws parallels between hockey and financial management, emphasizing the need to play the full 60 minutes of a financial season. The episode is structured around different career stages, offering strategies for rookies, mid-career professionals, and those nearing retirement. Key themes include building a strong financial foundation, balancing growth with protection, making the most of extra income, and planning for life after a career in sports.

Takeaways

You can win the first period and still lose the game.

It's not about the opening face-off; it's about how you play the full 60.

The rookie years are all about building your foundation, not chasing the scoreboard.

Get serious about retirement because it's closer than you think.

In your mid-career, you got to play smart because you're not defending and attacking at the same time.

You can't take huge risks, but you can't lose either.

When your defense is strong, you can go on offense with confidence.

PowerPlays change games. Extra income changes your finances.

Use your power plays to control the game, not just enjoy a quick rush.

Always plan for overtime.

Chapters

00:00 Playing the Full 60: Financial Game Plan Overview

03:28 Rookie Years: Building a Strong Financial Foundation

06:26 Mid-Career: Balancing Growth and Protection

09:20 Third Period: Making Power Plays Count

10:29 Overtime: Planning for Life After the Game

12:14 Introduction to Financial Power Play

financial planning, hockey, budgeting, investment strategies, career stages, financial security, savings, retirement planning, income management, financial defense