Alexa von Tobel, founder of LearnVest and now managing partner at Inspired Capital, shares her journey from dropping out of business school to leading a $375M fintech exit. She reveals fascinating insights from her Harvard days alongside Mark Zuckerberg and discusses her contrarian views on the future of work. Alexa also explains the concept of a 'self-driving wallet' and how friction in finance hampers wealth growth. With a focus on accessible financial literacy, she highlights innovative solutions for the everyday consumer.
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Alexa's Journey
Alexa von Tobel studied happiness at Harvard, dropped out of business school, and founded LearnVest.
She sold LearnVest for $375 million and now runs a venture fund, Inspired Capital.
insights INSIGHT
Happiness Research
People make decisions they think will bring happiness but often don't.
Small things matter more for long-term happiness.
insights INSIGHT
Happiness Advantage
Short-term stress can improve performance, but long-term happiness is key for sustained success.
Positive energy and attitude are undervalued resources in team building.
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In 'Financially Fearless,' Alexa von Tobel provides practical advice on personal finance, aiming to make financial planning accessible to everyone. The book covers topics such as optimizing balance sheets, mastering cash flow, saving, and investing with intent. It includes real-world examples and client stories to illustrate how effective financial planning can transform lives. Von Tobel emphasizes that financial planning should not be a luxury but a necessity for living a bold, autonomous, and entrepreneurial life.
The happiness advantage
The Seven Principles of Positive Psychology That Fuel Success and Performance at Work
Shawn Achor
The Happiness Advantage challenges conventional wisdom that success leads to happiness. Instead, Shawn Achor presents evidence-based strategies showing that happiness is the precursor to success. Drawing on original research, including one of the largest studies of happiness ever conducted, Achor outlines seven practical principles such as the Tetris Effect, the Zorro Circle, and Social Investment. These principles help readers rewire their brains for positivity and optimism, leading to improved performance, creativity, and overall well-being in both personal and professional life.
Financially Forward
How to Use Today's Digital Tools to Earn More, Save Better, and Spend Smarter
Alexa von Tobel
In this book, Alexa von Tobel provides a straightforward and jargon-free guide on how to use modern digital tools to improve financial management. The book covers six new trends impacting finances, how to navigate mobile pay, automate savings and spending, maintain financial security, discuss financial planning with children, and prepare for the future of digital money like Bitcoin. It is designed to help readers optimize their financial lives using simple tools available on any smartphone.
Financially Forward
How to Use Today's Digital Tools to Earn More, Save Better, and Spend Smarter
Alexa von Tobel
In this book, Alexa von Tobel provides a straightforward and jargon-free guide on how to use modern digital tools to improve financial management. The book covers six new trends impacting finances, how to navigate mobile pay, automate savings and spending, maintain financial security, discuss financial planning with children, and prepare for the future of digital money like Bitcoin. It is designed to help readers optimize their financial lives using simple tools available on any smartphone.
I will teach you to be rich
Ramit Sethi
This book, updated for a new era, provides a simple and powerful 6-week program to manage finances. Ramit Sethi focuses on behavioral psychology to help readers save more, earn more, and automate their finances. Key lessons include focusing on big wins rather than small savings, automating financial tasks, and spending guilt-free on things you love while cutting back on unnecessary expenses. The book also covers topics like crushing debt, setting up high-interest bank accounts, and long-term investing in index funds.
Joined our private FB group yet? It's a page where people share each others million dollar ideas or what they're already working on: https://www.facebook.com/groups/ourfirstmillion. Shaan Puri (@ShaanVP) and Sam Parr (@theSamParr) interview Alexa von Tobel (@alexavontobel), founder and former CEO of LearnVest, a fintech company that sold to Northwestern Mutual for $375M five years after launch. Today's topic include: Alexa talks about her background (0:20), Alexa talks about studying happiness at Harvard (3:40), Alexa breaks down the business plan and evolution of LearnVest (9:00), Alexa describes what it was like to be a classmate at Harvard with Mark Zuckerberg and the advent of Facebook (16:02), Sam asks Alexa, “why sell the business?” (23:08), Alexa explains the strategy behind her VC firm, Inspired Capital, and what’s interesting to her today (30:06), Shaan asks Alexa to explain her contrarian views about the future of work (32:52), Alexa explains how her roots give her an advantage in the fintech space (36:24), Sam asks Alexa what a “self-driving wallet” is (40:10), Shaan talks with Alexa about crypto projects that are streaming money (42:10), Alexa explains how friction is making it more difficult for people to grow their wealth (52:10).
My First Million 
