Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056 episode artwork

EPISODE · Jan 21, 2024 · 1H 25M

Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056

from Catching Up to FI · host Bill Yount & Becky Heptig

Jeremy Schneider is the passionate financial educator behind Personal Finance Club and the innovative platform Nectarine. Jeremy shares his unique perspective on the simplicity of financial success, underscored by his simple rules - 'live below your means' and 'invest early and often.' We delve into the value of robo-advisors versus human advisors, Jeremy's thoughtful approach to constructing a portfolio, his views on cryptocurrency, and the common financial mistakes he witnessed over the years. Plus, you'll hear about Jeremy's newest venture that democratizes access to financial advice and his clear stance on avoiding the pitfalls of lifestyle creep and complex investing.  🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show:   Personal Finance Club   Jeremy's Instagram   Nectarine   My $632K Mistake Article   The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann   Target-Date Funds   The Millionaire Next Door: Enduring Strategies for Building Wealth by Thomas J. Stanley and Sarah Stanley Fallaw   Vanguard   Fidelity Go   Schwab   Wealthfront   Betterment   Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056

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