LogoThe Advisor's Playbook
Authors
Login
Join Us!
LogoThe Advisor's Playbook
Jacob Turner
Jacob Turner

My passions are people, sports, and finance. After being drafted in the first round in the 2009 MLB draft, I spent the next decade playing for 5 MLB teams. I leverage this diverse set of life experiences to better understand our client's unique life cycles. I co-founded Moment Private Wealth to help athletes and entrepreneurs navigate the same complexities I experienced.

Pick Your Bracket

Aug 23, 2026

•

2 min read

Pick Your Bracket

Now, Later, or Never

Jacob Turner
Jacob Turner
Filling Up a Full Tank

Aug 16, 2026

•

2 min read

Filling Up a Full Tank

The Art of Derisking

Jacob Turner
Jacob Turner
The Concentration Trap

Jun 7, 2026

•

3 min read

The Concentration Trap

The One-Pitch Wonder

Jacob Turner
Jacob Turner
Quiet Wealth

May 31, 2026

•

3 min read

Quiet Wealth

The One That Got Away

Jacob Turner
Jacob Turner
All for What

Apr 12, 2026

•

6 min read

All for What

More of the Wrong Thing

Jacob Turner
Jacob Turner
The Double Tax Trap

Mar 22, 2026

•

6 min read

The Double Tax Trap

Growth is Expensive

Jacob Turner
Jacob Turner
The Role of Experience

Feb 8, 2026

•

7 min read

The Role of Experience

Perspective & Emotion

Jacob Turner
Jacob Turner
The Lesson in Gold

Feb 1, 2026

•

7 min read

The Lesson in Gold

More Solutions ~ Less Focus

Jacob Turner
Jacob Turner
Levels of Wealth

Jan 25, 2026

•

7 min read

Levels of Wealth

Squats, Pushups, & Pullups

Jacob Turner
Jacob Turner
Stuck at the Pump

Jan 18, 2026

•

6 min read

Stuck at the Pump

So Now What?

Jacob Turner
Jacob Turner
Thank You

Dec 21, 2025

•

5 min read

Thank You

You Can Just Do Things

Jacob Turner
Jacob Turner
The Art of Sacrifice

Nov 30, 2025

•

8 min read

The Art of Sacrifice

Why You Are Not Winning

Jacob Turner
Jacob Turner
Return on Hassle

Nov 23, 2025

•

8 min read

Return on Hassle

Is the Juice Worth the Squeeze?

Jacob Turner
Jacob Turner
The Mutual Fund Trap

Nov 16, 2025

•

7 min read

The Mutual Fund Trap

Efficient Beats Outdated

Jacob Turner
Jacob Turner
No One is as Rich as You Think

Nov 9, 2025

•

8 min read

No One is as Rich as You Think

Everyone Puts Their Pants on the Same Way

Jacob Turner
Jacob Turner
Pass Through Entity Tax Explained

Nov 2, 2025

•

7 min read

Pass Through Entity Tax Explained

Clear as Mud

Jacob Turner
Jacob Turner
Staying Rich is Harder

Oct 26, 2025

•

9 min read

Staying Rich is Harder

The Challenge in Staying There

Jacob Turner
Jacob Turner
10 Money Moves (Not In Your Textbook)

Oct 19, 2025

•

7 min read

10 Money Moves (Not In Your Textbook)

Who I Take Advice From

Jacob Turner
Jacob Turner
Resetting Expectations

Oct 12, 2025

•

6 min read

Resetting Expectations

Hogs Get Slaughtered

Jacob Turner
Jacob Turner
The Art of Spending

Sep 28, 2025

•

7 min read

The Art of Spending

A Mindset Trap

Jacob Turner
Jacob Turner
When The Numbers Don't Matter

Sep 7, 2025

•

7 min read

When The Numbers Don't Matter

Stop Living In a Spreadsheet

Jacob Turner
Jacob Turner
Why I Am Selling Stocks

Sep 1, 2025

•

9 min read

Why I Am Selling Stocks

Right When You Are Wrong

Jacob Turner
Jacob Turner
"Just Buy the S&P 500"

Aug 24, 2025

•

8 min read

"Just Buy the S&P 500"

Pillars of Investing

Jacob Turner
Jacob Turner
The American Dream

Aug 17, 2025

•

8 min read

The American Dream

The Housing Myth

Jacob Turner
Jacob Turner
Life Insurance Explained

Aug 10, 2025

•

8 min read

Life Insurance Explained

The Give and Take

Jacob Turner
Jacob Turner
Load more
The Advisor's Playbook

The Advisor's Playbook

Money Tips That Your Financial Advisor Is Doing


Home

Posts

Authors

© 2026 The Advisor's Playbook.
beehiivPowered by beehiiv