Austin McCulloh on Financial Advisor Innovation, Tech Entrepreneurship & Investing for Autonomy | Modern Investing Podcast

Message the HostIn this episode, we’re joined by Austin McCulloh, a former financial advisor turned tech entrepreneur, to explore how innovation is reshaping both the financial advisory industry and personal wealth-building.Austin shares:His journey from financial advisor to founder of Reply Assist, a tool built to help advisors scale meaningful client conversationsWhy he left the traditional finance world to solve problems with technology and automationHow today’s economic landscape demands adaptability, creativity, and visionHis evolving investment philosophy, including why he favors business building over passive income in the early stages—and why angel investing is on his radarA compelling perspective on how investing can create freedom, not just returns“I realized the best investment wasn’t a stock—it was building something that solves a real problem.”This episode is a compelling listen for financial professionals, aspiring founders, and anyone exploring the intersection of entrepreneurship, investing, and personal autonomy.About Austin McCulloh:Austin McCulloh is the founder of Reply Assist, a tech solution designed to help financial advisors grow their business by streamlining and scaling client outreach. Before launching his startup, Austin worked as a financial advisor, where he developed a deep understanding of both the industry’s limitations and its potential.Driven by a passion for entrepreneurship, innovation, and financial empowerment, Austin is committed to helping others take ownership of their financial path. His investing strategy focuses on long-term value through business ownership, with plans to expand into angel investing and venture capital following future exits.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com