

67: From $66K to $2M w/ @PersonalFinanceClub
Jun 3, 2024
Entrepreneur Jeremy Schneider, who sold his software company for $5M, shares how he grew his net worth to over $5M. Topics include investing strategies, money mistakes, and his new company Nectarine. The podcast dives into navigating sudden wealth, wealth management strategies, and maximizing returns with Moby.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
Navigating Investment Strategies: Target Date Funds vs. Active Management
05:32 • 6min
Navigating Sudden Wealth and Investment Opportunities
11:37 • 5min
Wealth Management Strategies and Cautionary Tales
16:35 • 7min
Nectarine: Prioritizing Genuine Financial Advice
23:35 • 10min
Maximizing Returns with Moby: A Retail Investor's Perspective
33:11 • 7min