Money Memories

Bear and the Bull
  • 5.0 (65)
  • ENTREPRENEURSHIP
Money Memories

Money Memories is a podcast that’s on a mission to make money conversations less taboo, one memory at a time. Each week we interview a new guest, and discuss how their earliest money memory affected their professional trajectories and molded their relationship to personal finance.

  1. JAN 30

    Generational Wisdom: Financial Lessons from My Grandmother

    Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.

    16 min

  2. JAN 15

    Why Investing in Yourself is the Best Financial Decision

    Ximena Aleman, CEO and co-founder of Prometeo, shares her incredible journey from growing up in Montevideo, Uruguay, to leading a fintech infrastructure company in Latin America. She discusses the financial challenges of her childhood, and how she navigated a transition from a career in journalism to tech. Ximena provides insights into Prometeo's work in revolutionizing financial services through open banking and API technology, and elaborates on the importance of financial inclusion in LATAM markets. She also touches on the future of fintech innovation and the impact of education and emotional skills.

    26 min

  3. 07/19/2024

    From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope

    Meet Alejandra Lozano, a dedicated Financial Wellbeing Coach for Operation HOPE, located inside Wells Fargo’s HOPE Inside center in South LA. With over seven years of experience in the finance industry, Alejandra is passionate about uplifting black and brown communities and empowering their financial journeys. Alejandra shares how her childhood experience with "la caja de los zapatos" (the shoe box) reflects the sentiment that many communities in the US feel about financial institutions. She also shares some of the most powerful stories of transformation that Operation HOPE was able to provide.

    20 min

  4. 06/27/2024

    One Founder's Journey from Small Town Roots to Becoming a Tech Titan

    Hans Koch is the CEO of the augmented reality platform MyXR. Hans shares poignant memories of growing up in Southwestern Michigan, reflecting on his early money lessons and the influence of his father’s entrepreneurial spirit. He delves into the impact of his father's battle with ALS, which in turn shaped his outlook on life and business. Hans recounts his first ventures into real estate and technology, the founding of Owners.com, and his current role at MyXR. The discussion spans topics from early entrepreneurial inspirations to the latest tech innovations. Hans offers insights on mistakes made along the way and lessons learned, emphasizing the importance of efficient scaling and strategic financial planning.

    25 min

  5. 05/02/2024

    Is That Really What I Wake Up Everyday To Do? [Archive]

    Tosin Mills is the product and growth strategy manager at Microsoft. She received her bachelor’s degree from the University of Pennsylvania, and an MBA from the MIT Sloan School of Management. Tosin shares how her experience of moving from Nigeria to the United States played an important role in her understanding of the value of money, and what her favorite money slogan is. Bonus: I found an NFT expert to answer your pressing questions about how this hot new fintech innovation actually works. This episode originally aired on February 16th, 2022.

    16 min

  6. 04/18/2024

    The Dangers of Being Penny Wise, Pound Foolish

    In this episode, guest John Hill reflects on his childhood lessons in saving and the importance of compound interest instilled by his family in Western Pennsylvania. Transitioning to a career in asset management, John shares insights into founding Quorus, a technology-enabled asset manager aimed at personalizing investment portfolios. John also offers beginner tips for financial wellness, and when it's OK to reach out to a professional for financial planning help.

    27 min

  7. 03/28/2024

    Empowering Financial Inclusion: One Leader’s Global Journey to Fintech Innovation [Archival Episode]

    Leslie Gillin is the Chief Growth Officer of Pagaya, a lending platform that uses artificial intelligence to improve credit decision-making. Leslie shares how her mother instilled the importance of financial independence early on, and the challenges she faced around unconscious biases as a woman in the C-suite. This is an archival episode from October 2023.

    22 min

  8. 03/14/2024

    A Journey to Financial Empowerment with the CEO of Accrue Savings

    A conversation with Michael Hershfield, CEO of Accrue Savings. From his humble beginnings in Canada to his entrepreneurial ventures and eventual founding of Accrue, Michael shares poignant insights into the importance of financial literacy, responsible spending, and the mission to revolutionize savings behavior in America. We talk about Michael’s lessons learned from failed ventures, and his vision for a future where every American can achieve financial wellness.

    13 min
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5
out of 5
65 Ratings

About

Money Memories is a podcast that’s on a mission to make money conversations less taboo, one memory at a time. Each week we interview a new guest, and discuss how their earliest money memory affected their professional trajectories and molded their relationship to personal finance.

Information

  • Creator
    Bear and the Bull
  • Years Active
    2020 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Bear and the Bull
  • Show Website
    Money Memories

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