Technology and Innovation in Personal Financial

In Episode #332, Alex Murguia, co-founder of inStream and managing principal of McLean Asset Management, discusses the impact of technology on financial planning and wealth management. Financial planning remains a key component of many wealth management offerings and can be a point of differentiation for advisers in otherwise crowded markets. In recent years, increasingly agile technology has transformed financial plans from the multi-paged volumes that tended to gather dust to more cost effective, dynamic, real-time roadmaps and guides for clients' financial lives.

NOW PLAYING

0:00 11:12

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Lifetime Mortgages The Strategy Property Owners Need to Understand

Apr 10, 2026 ·42m

Your Safety Net Has $1.17 In It and Your Vault Has No Lock

Apr 6, 2026 ·25m

The April 1st Rule and the Map They Already Made of Your Equity

Mar 30, 2026 ·27m

From Property to Bitcoin Mining The Future of Investing & Energy

Mar 28, 2026 ·31m

10 Rental Properties or Bitcoin The Investment Debate Everyone's Ignoring

Mar 27, 2026 ·33m

Sales Slowing Rents Rising Real Data on Sales, Rents & Risk

Mar 13, 2026 ·30m

Similar Podcasts

Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. The Syndicate Blogcast: Startups | Startup Investing | Tech News | Angel Investors | VC | Venture Capital | Private Equity | Crowdfunding | Fundraising Matt Ward - Serial Entrepreneur | Angel Investor | Startup Advisor | Amazon Ecommerce The Syndicate Blogcast show is an extension of The Syndicate podcast, featuring long form articles on the future technology, ecommerce, business and life. The mini-sodes deconstruct high level startup, business and tech issues to help investors and operators better understand and win the market. Recurring topics include: Facebook, Google, Amazon, Apple, Ecommerce, Blockchains, ICOs, Cryptocurrencies, Marketing, Fundraising, Venture Capital, Startup Challenges, Business Development and more. The Blogcast comes in addition to The Syndicate - the place where investors and startups combine to create crazy businesses and even crazier returns. The Syndicate podcast is a deep dive on the angel investors and VCs behind the big name startups. We interview the best and brightest investors, syndicate leads, GPs, limited partners and startup founders to create an original, off the cuff discussion on startup investing. Epic Real Estate Investing Matt Theriault In the spirit of Robert Kiyosaki’s Rich Dad Poor Dad and Gary Keller’s Millionaire Real Estate Investor, and as an alternate to the Dave Ramsey, Jim Cramer, Motley Fool and Suze Orman shows, Matt Theriault, real estate investor, entrepreneur and author will show you how to create wealth through conventional and creative real estate investing while improving your financial education so you will have the option to realistically retire in the next ten years, or less… and enjoy the good life while you’re still young enough to do so. This free podcast and course in real estate investing serves as a portal to multiple real estate investing courses making it a complete step-by-step and comprehensive real estate investing program and resource. The Storage Investor Show Kris Bennett Learn how to turn your cash into cash flow with self-storage and small bay industrial. If it has a roll-up door, The Storage Investor Show covers it. Your host, Kris Bennett, will ask the right questions to help you find, fund, and close your next deal. New episodes every Tuesday.

Frequently Asked Questions

How long is this episode of Enterprising Investor?

This episode is 11 minutes long.

When was this Enterprising Investor episode published?

This episode was published on May 23, 2018.

What is this episode about?

Can I download this Enterprising Investor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!