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Financial Management for Athletes: The Importance of Planning Early in Your NIL Journey - Episode 2

Writer's picture: Donald BirdDonald Bird

As a Division 1 athlete, the new opportunities brought by Name, Image, and Likeness (NIL) rights can be life-changing. But while the excitement of securing deals and earning money is high, it's essential to think long-term and manage your finances wisely from the start. Early financial planning is the key to turning short-term gains into lifelong security and success. In this post, we'll explore why financial management is crucial for athletes and provide actionable steps to get started.


1. The Power of Budgeting

Budgeting may not sound glamorous, but it's the foundation of financial success. Without a budget, it's easy to overspend and find yourself with little to show for your NIL earnings. A well-structured budget helps you allocate your money wisely, ensuring you cover your needs, save for the future, and still enjoy your earnings.

  • Track Your Income: Start by tracking your NIL income and any other sources of revenue. Understanding where your money comes from is the first step in managing it effectively.

  • Prioritize Essentials: Make sure you cover your essential expenses first, such as housing, food, and education. Avoid the temptation to splurge on luxury items before securing your financial foundation.

  • Set Spending Limits: Allocate a specific amount for discretionary spending each month. This way, you can enjoy your earnings without compromising your financial stability.


2. Investing Early: A Game-Changer

One of the most powerful tools for building long-term wealth is investing. The earlier you start, the more time your money has to grow. By investing a portion of your NIL earnings, you can take advantage of compound interest and set yourself up for financial security, whether you go pro or transition into another career.

  • Start Small: You don't need a large sum to start investing. Even small, consistent contributions can grow significantly over time.

  • Diversify Your Portfolio: Spread your investments across different asset classes (e.g., stocks, bonds, real estate) to reduce risk and maximize returns.

  • Work with a Financial Advisor: If you're unsure where to start, consider working with a financial advisor who can help you develop a personalized investment strategy.


3. Understanding Taxes: Avoiding Unpleasant Surprises

NIL earnings are subject to taxes, and it's important to plan for them early. Failing to set aside money for taxes can lead to financial stress down the line. Understanding your tax obligations and working with a tax professional can help you avoid costly mistakes.

  • Set Aside a Percentage: A good rule of thumb is to set aside 25-30% of your NIL income for taxes. This will help you avoid surprises when tax season arrives.

  • Keep Detailed Records: Maintain records of all your NIL income and expenses. This will make it easier to file your taxes accurately and take advantage of any deductions you may qualify for.

  • Consult a Tax Professional: Tax laws can be complex, especially when it comes to NIL earnings. A tax professional can help you navigate the rules and optimize your tax strategy.


4. Protecting Your Wealth: Insurance and Risk Management

As you start earning more through NIL deals, it's essential to protect your wealth with the right insurance and risk management strategies. Unexpected events can derail your financial progress, so it's important to be prepared.

  • Health and Disability Insurance: Ensure you have adequate health and disability insurance to protect yourself in case of injury or illness.

  • Liability Insurance: As a public figure, you may face risks that require liability protection. Consider purchasing liability insurance to safeguard your assets.

  • Contingency Planning: Have a plan in place for unexpected events, such as contract disputes or changes in your NIL income. Being proactive can help you navigate challenges without derailing your financial goals.


5. Planning for the Future: Beyond Your Athletic Career

While your focus may be on your athletic career, it's important to think beyond the field or court. Financial planning isn't just about managing your NIL earnings—it's about setting yourself up for long-term success, no matter what path you take after sports.

  • Save for Retirement: It may seem far off, but the earlier you start saving for retirement, the better. Consider setting up a retirement account and contributing regularly.

  • Invest in Education: Whether you plan to go pro or pursue another career, education is a valuable investment. Use your NIL earnings to fund your education and expand your future opportunities.

  • Plan for Transition: Think about how you'll transition from athletics to your next career. Whether it's starting a business, entering the workforce, or pursuing further education, having a plan in place will help you navigate the transition smoothly.


Crossing Home Plate 

Financial management is critical for athletes, especially in the NIL era. By budgeting wisely, investing early, understanding taxes, protecting your wealth, and planning for the future, you can turn your NIL earnings into a strong financial foundation for life.


If you're a Division 1 athlete looking to make the most of your NIL opportunities, contact Don Bird at Bird Capital Advisors. We specialize in helping athletes like you build a secure financial future.

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