I’m an ex-investment banker turned education investor, and a self-proclaimed personal finance nerd. I’ve been working in investment banking, corporate M&A and venture capital for over 10 years, and I have a passion for 1) personal finance and 2) education.
I’ve been hosting personal finance seminars with a group of my peers for years now — and it has always amazed me that, even among high earners, financial literacy is often very limited.
My goal for this site is to provide unbiased, summarized, and organized personal finance content so you can make intelligent decisions with your money.
Who We Are
With the help of some talented developers, I created a video generation program that essentially takes everything I’ve learned over the years and turns it into easy-to-understand personal finance videos.
I want everyone to have access to the information they need to make sound financial decisions.
Whether you’re opening your first brokerage account, trying to save on taxes, buying a home, or paying down debt — I hope to be a resource for you.
Our Motto: “The first step to achieving financial freedom is understanding it”
Our Goal: Ensure you have all information necessary to make smart financial decisions
Our Promise: Unbiased, summarized, and organized personal finance content. Every time.
What we’re About
There are plenty of personal finance blogs and social media accounts out there, so why would I enter this saturated market and try to create something different?
Well 1) because I think it’s fun, but 2) because I genuinely believe that there are very limited creators that do a good job of staying unbiased, providing content that is summarized in a way that is digestible to their viewers, and organizing their content so that people can access it when it becomes relevant to them.
How often do you come across a personal finance video on social media and think “this will be relevant to me someday,” only to forget about it later? That’s why we exist.
I will be posting on YouTube, TikTok and Instagram daily, and those posts (plus additional blog posts) will then be organized on this site so that you can find them easily later. So no matter what you’re doing on your personal finance journey — buying a home, opening a retirement account, taking on debt — you can come here and find all relevant posts quickly.