What Dynasties Teach Us About Discipline

February 25, 2026 by Morton Brown Family Wealth

Dynasties are not built on talent alone. They are built on discipline, preparation, and a commitment to doing the small things right over time.

In this episode of Coachable Wealth, Cody Demmel and Jonathan Kerstetter explore what championship teams and Olympic athletes teach us about long-term financial planning. From four-year training cycles to player development systems, they unpack how sustained success requires patience, communication, and steady adjustments.

They connect these lessons directly to retirement planning, portfolio rebalancing, asset location, and the importance of focusing on what you can control. Just like great teams, strong financial plans are not set and forgotten. They evolve.

If championships require discipline, retirement does too.

 

Key Moments

2:05 — Why Dynasties Last: The foundations behind sustained success in sports.

6:40 — Olympic Pressure and Retirement Timing: Why preparation matters more than the moment itself.

11:15 — Small Tweaks, Big Results: Rebalancing, asset location, and incremental improvements.

16:50 — Building the Right Foundation: Why communication and coordination strengthen financial plans.

22:30 — Controlling the Controllables: What investors can influence and what they cannot.

27:45 — No Dumb Questions: How trust and open communication create long-term confidence.

 

Building With Discipline

Discipline in financial planning does not mean rigidity. It means having a clear plan, reviewing it consistently, and making thoughtful adjustments over time.

Is your financial plan built with that kind of structure?

If you would like to evaluate the foundation of your plan and ensure it is designed for the long game, schedule a complimentary consultation: https://calendly.com/coachable-wealth/cody-demmel

 

Links & Resources