Financial Tips for Ballplayers in a Shortened Season

Kyle Schmidt
Baseball Division, Life Planning

Former World Series pitcher Jim Poole, CFP®️ and former professional pitcher Kyle Schmidt, CFP®️ -- both Personal Wealth Advisors in BIP Wealth's Baseball Division -- share financial tips tailored to the unique needs of professional ballplayers during a season sho...

Estate Planning and Trusts

J.P. Scott
Life Planning

When was the last time that you updated your will? Do you have an active Financial Power of Attorney and an Advance Healthcare Directive? In this panel discussion moderated by BIP Wealth CEO Bill Harris, attorneys Sarah Watchko of Hill & Watchko, LLC and Tim Curtin of Curtin...

Considerations for the Upcoming Baseball Draft

Kyle Schmidt
Baseball Division

In keeping with these unprecedented times, there will be radical changes to the upcoming baseball draft. Personal Wealth Advisors Jim Poole, CFP®️ and Kyle Schmidt, CFP®️, both former professional baseball players themselves provide some timely advice for prospect...