Episodes

  • From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope

    From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope
    Jul 19 2024
    Meet Alejandra Lozano, a dedicated Financial Wellbeing Coach for Operation HOPE, located inside Wells Fargo’s HOPE Inside center in South LA. With over seven years of experience in the finance industry, Alejandra is passionate about uplifting black and brown communities and empowering their financial journeys. Alejandra shares how her childhood experience with "la caja de los zapatos" (the shoe box) reflects the sentiment that many communities in the US feel about financial institutions. She also shares some of the most powerful stories of transformation that Operation HOPE was able to provide.
    Show more Show less
    20 mins
  • One Founder's Journey from Small Town Roots to Becoming a Tech Titan

    One Founder's Journey from Small Town Roots to Becoming a Tech Titan
    Jun 27 2024
    Hans Koch is the CEO of the augmented reality platform MyXR. Hans shares poignant memories of growing up in Southwestern Michigan, reflecting on his early money lessons and the influence of his father’s entrepreneurial spirit. He delves into the impact of his father's battle with ALS, which in turn shaped his outlook on life and business. Hans recounts his first ventures into real estate and technology, the founding of Owners.com, and his current role at MyXR. The discussion spans topics from early entrepreneurial inspirations to the latest tech innovations. Hans offers insights on mistakes made along the way and lessons learned, emphasizing the importance of efficient scaling and strategic financial planning.
    Show more Show less
    25 mins
  • Is That Really What I Wake Up Everyday To Do? [Archive]

    Is That Really What I Wake Up Everyday To Do? [Archive]
    May 2 2024
    Tosin Mills is the product and growth strategy manager at Microsoft. She received her bachelor’s degree from the University of Pennsylvania, and an MBA from the MIT Sloan School of Management. Tosin shares how her experience of moving from Nigeria to the United States played an important role in her understanding of the value of money, and what her favorite money slogan is. Bonus: I found an NFT expert to answer your pressing questions about how this hot new fintech innovation actually works. This episode originally aired on February 16th, 2022.
    Show more Show less
    16 mins
  • The Dangers of Being Penny Wise, Pound Foolish

    The Dangers of Being Penny Wise, Pound Foolish
    Apr 18 2024
    In this episode, guest John Hill reflects on his childhood lessons in saving and the importance of compound interest instilled by his family in Western Pennsylvania. Transitioning to a career in asset management, John shares insights into founding Quorus, a technology-enabled asset manager aimed at personalizing investment portfolios. John also offers beginner tips for financial wellness, and when it's OK to reach out to a professional for financial planning help.
    Show more Show less
    27 mins
  • Empowering Financial Inclusion: One Leader’s Global Journey to Fintech Innovation [Archival Episode]

    Empowering Financial Inclusion: One Leader’s Global Journey to Fintech Innovation [Archival Episode]
    Mar 28 2024
    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 financial independence early on, and the challenges she faced around unconscious biases as a woman in the C-suite. This is an archival episode from October 2023.
    Show more Show less
    22 mins
  • A Journey to Financial Empowerment with the CEO of Accrue Savings

    A Journey to Financial Empowerment with the CEO of Accrue Savings
    Mar 14 2024
    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 into the importance of financial literacy, responsible spending, and the mission to revolutionize savings behavior in America. We talk about Michael’s lessons learned from failed ventures, and his vision for a future where every American can achieve financial wellness.
    Show more Show less
    13 mins
  • Why Net Worth is Not Self Worth [Archive Episode]

    Why Net Worth is Not Self Worth [Archive Episode]
    Feb 22 2024
    This episode originally aired on July 13th, 2022. As a new college graduate living in New York City, Aja Evans thought she had made it. She quickly realized, however, that the weekly bottomless brunches add up. Eventually, she took control of her spending habits. Today, Aja is a licensed mental health counselor specializing in financial wellness. She shares how her personal journey informed her decision to offer this unique angle to her therapy practice.
    Show more Show less
    22 mins
  • Unleashing Your Financial Superpowers with Arta Finance

    Unleashing Your Financial Superpowers with Arta Finance
    Jan 31 2024
    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 studying computer science at Stanford and eventually joining Google. Caesar shares his early money memories and the shift in his mindset towards money as he discovered the financial superpowers of the ultra-rich. The conversation explores the founding of Arta and its mission to unlock these financial opportunities for everyone, providing insights into investing, alternative assets, and the importance of starting early to build generational wealth.
    Show more Show less
    20 mins