Your client's kid just signed a D1 scholarship and an NIL deal. Now what?

In this episode, Cary Sinnett sits down with Cameron Caprio, CPA/PFS and Founder of Venture Multi-Family Office, to unpack one of the fastest-growing planning challenges in the profession: helping young athletes (and their families) manage sudden, complex wealth before it slips through their fingers.

The numbers are staggering. The NIL market is projected to top $2.5 billion in 2026. Yet 60% of former NBA players are reportedly broke within two years of retirement. The opportunity and the urgency couldn't be clearer.

You'll hear Cameron and Cary dig into:

What NIL actually is and why it's exploding
The ideal advisory team for a rising athlete client
How to build values-based plans that outlast the contract
Why "self-limiting liquidity" might be the smartest move you make
The behavioral risks that sink even the biggest payday

Whether your client is an NIL athlete, a founder closing a liquidity event, or a spouse inheriting life-changing money, this episode is your playbook for sudden wealth done right.

AICPA Resources:

Article: The quarterback for client services
Learning: Estate Planning
Article: CPAs shape the future of financial planning
Article: Don't Waste that Windfall!

This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Millions at 18, Broke at 30 (Unless a CPA/PFS Gets Involved)

AICPA Personal Financial Planning (PFP)

Millions at 18, Broke at 30 (Unless a CPA/PFS Gets Involved)