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#79 with Alexa von Tobel - From Dropping Out of Business School to a $375M Exit

My First Million

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Innovative Financial Planning for the Everyday Consumer

This chapter explores the development of a cash flow-based financial planning software designed for individuals living paycheck to paycheck. It addresses the challenges of operating in a market skewed towards wealth-centric tools and details the impactful acquisition by a major mutual company to improve financial planning accessibility.

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