Archives: Episode

Empowering Financial Inclusion: One Leader’s Global Journey to Fintech Innovation [Archival Episode]

Leslie Gillin is the Chief Growth Officer of Pagaya, a lending platform that uses artificial intelligence to improve credit decision-making. Leslie shares how her mother instilled the importance of…

Read More

A Journey to Financial Empowerment with the CEO of Accrue Savings

A conversation with Michael Hershfield, CEO of Accrue Savings. From his humble beginnings in Canada to his entrepreneurial ventures and eventual founding of Accrue, Michael shares poignant insights…

Read More

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 delve into Caesar’s background and his journey from growing up in India to…

Read More

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 uses digital tools to help customers automate the way that they invest and save. Brian…

Read More

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 in yacht brokering, how their early childhood experiences in South…

Read More

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 from their paycheck sooner. Nico built Clair on one simple premise; if you can send money…

Read More

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 journey into real estate began with a successful online business in high school. A…

Read More

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 decision-making. Leslie shares how her mother instilled the importance of…

Read More

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 artistic venture, Iron Fish Art. Raised by a single mother, he recalls early…

Read More

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 management for everyday Americans.

Read More