Episodes: List

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Unleashing Your Financial Superpowers with Arta Finance

We talk to Caesar Sengupta, the founder of Arta, a technology platform revolutionizing the world of personal finance. We...

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From Childhood Portfolios to Fintech Innovation: Brian Barnes on Building M1 Finance

Brian Barnes is the founder and CEO of the wealth management platform M1 Finance. Founded in 2015, the company...

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From Sailing Dreams to Boating Empire: The Catamaran Guru Success Story

A conversation with Estelle and Stephen Cockcroft, the founders of Catamaran Guru, a boating business. They discuss their journey...

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Revolutionizing Financial Services for America’s Workforce

Nico Simko is the founder and CEO of Clair, a digital banking app that allows customers to access funds...

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Building a $200 Million Real Estate Portfolio One Duplex at a Time

Drew Breneman is the founder and CEO of the real estate platform, Breneman Capital. Drew shares how his initial...

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Empowering Financial Inclusion: One Leader’s Global Journey to Fintech Innovation

Leslie Gillin is the Chief Growth Officer of Pagaya, a lending platform that uses artificial intelligence to improve credit...

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How to Turn Your Passion into Profit

Chase Allen is a South Carolina-based iron artist. He discusses his transition from real estate marketing to founding his...

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Unlocking Financial Wellness with a ‘Titan’

Joe Percoco is the CEO and founder of the wealth management fintech Titan, which aims to provide elite capital...

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