Today’s guest is Matt Zeigler. He’s been on Talking Billions before, and he was also the guest host when we turned the tables. Matt asked me questions in Talking Billions’ very first Fireside chat with the host. He is back, and we have lots to discuss.

Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies.

Matt’s talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn’t have to be complicated”

Outside of work, Matt has a long-standing interest in all things creativity and culture related. He was born and raised in Pennsylvania and received his undergraduate degree in music from The University of Hartford. You can find him with his eyes on a book, his ears in some music, his nose over the stove, his feet on a trail, and his mind on the markets and the markets on his mind.

I’ve been greatly enjoying his Cultish Creative blog posts, which I highly recommend. Matt has his podcasts — the Intentional Investor and Just Press Record. He also does incredibly insightful reviews of books.

https://cultishcreative.com/

Matt has been generous enough to introduce me to quite a few of his podcast guests, whom I had the pleasure of hosting on Talking Billions. I also did my best to send him a number of fascinating earlier Talking Billions guests.

Matt is one of those souls who leaves every place and everyone better after his visit or appearance, and I’ve been enjoying his positive karmic path in my pursuit of knowledge, wisdom, and understanding.

Today, we discuss a variety of topics. We start with the power of stories and bridges between generations. Matt reminds us of the importance of listening and giving time and attention to others. We take on the topic of nostalgia and a whole variety of experiences around it. We learn about business, money, and economics from the punk rock music scene. Matt shares what it means to be independently happy. Stay tuned until the end, where, right about the moment when we are about to turn off the microphone, Matt tells a very emotional story of one particular painting that has great importance to him, a story that beautifully frames the entire conversation we’ve had.

All right, please help me welcome Matt Zeigler.

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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