Join host Brittany Mason as she sits down with Matt Ober of Social Leverage to unpack his path from Bloomberg to hedge funds to VC and explore how AI and fintech are reshaping wealth management. They discuss why wealth tech is still ripe for innovation, the impact of Gen Z/millennial investors, prediction markets, Social Leverage’s investment approach, and the founder traits that drive success. Matt also shares how AI will change financial services and practical advice for aspiring builders and data scientists.

Key takeaways:

• Wealth management tech remains outdated — big opportunity for automation and unified consumer experiences.
• Gen Z and millennial investors will drive platform-led shifts in where wealth is held and how it's managed.
• AI will boost efficiency and personalization in financial services but must be balanced with human judgment.
• Early-stage investing favors founder vision, adaptability, and talent over short-term metrics.

Don’t forget to subscribe for more thought-provoking episodes from "The Alternative Mason"!

Connect with us below!

• Matt Ober on LinkedIn
• Social Leverage
• Subscribe to Matt's Newletter: The Roll Up
• Brittany Mason on LinkedIn
• Banríon Capital Management

Join host Brittany Mason as she sits down with renowned wealth advisor and financial therapist, Dr. Preston D. Cherry, author of "Wealth in the Key of Life." Join us as we delve into the concept of financial harmony and discover how Generation X can navigate challenges while aligning their wealth with their life's purpose.

In this episode, Dr. Cherry, a proud member of Generation X, discusses the unique traits and hurdles faced by his generation, often dubbed the "forgotten generation." From growing up as latchkey kids to fostering resilience and skepticism, learn how these experiences influence their financial behaviors and retirement preparation.

Inspired by the harmonies of Stevie Wonder, Dr. Cherry advocates for a holistic view of wealth, emphasizing that money should be seen as a partner in life. The conversation also touches on the power of change. Dr. Cherry shares personal stories of transformation and encourages listeners that it’s never too late to rewrite their financial narrative.

Whether you identify as Gen X or belong to another generation, Dr. Cherry’s insights will inspire you to integrate your financial life with overall well-being.

Key Takeaways:

• Embrace resilience and tailor financial decisions to personal goals.
• View money as an ally in achieving a fulfilling life.
• Understand that life’s journey is non-linear; change is always possible.
• Explore private investments and alternative opportunities to diversify and grow your financial portfolio.

Don’t forget to subscribe for more thought-provoking episodes from "The Alternative Mason"!

Connect with us below!

• Dr. Preston Cherry on LinkedIn
• Concurrent Wealth Management
• Buy Wealth in the Key of Life: Finding Your Financial Harmony
• Brittany Mason on LinkedIn
• Banríon Capital Management

Join Brittany Mason in this enlightening episode of The Alternative Mason as she interviews Emily Binder, founder of Beetle Moment Marketing and Wealth Voice. They discuss the importance of having an informed point of view for building a strong brand, the evolving role of authenticity in content marketing, and strategies for overcoming a traumatic relationship with money. Emily also shares her journey into finance and marketing, the significance of self-advocacy, and the impact of AI on content creation.

Key Takeaways:

• Developing a clear and informed point of view is crucial for differentiating your brand.
• Authenticity fosters trust and strengthens your connection with your audience.
• Starting investments early builds financial resilience and long-term wealth.
• Understanding and leveraging social media algorithms can boost your marketing efforts.
• Embracing mindfulness, meditation, and managing stress improves energy and productivity.
• Future trends include AI, cryptocurrency, and innovative content strategies.

Connect with us below!

• Emily Binder on LinkedIn
• Beetle Moment Marketing
• Emily Binder's Website
• Brittany Mason on LinkedIn
• Banríon Capital Management