IN THIS EPISODE, YOU’LL LEARN:

02:10 - What led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity.

07:11 - How M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy.

10:32 - How M1 Finance’s borrowing feature works.

21:13 - Brian’s thoughts around trading and speculating versus long-term investing.

26:04 - How cryptocurrencies play into M1 Finance’s vision.

35:40 - How Brian envisions the fintech industry evolving over time.

39:18 - Why Brian purchased a 119-year-old bank.

41:19 - How M1 Finance adapted to remote work.

43:57 - Brian’s biggest lesson in starting and building a company.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out M1 Finance.

Related Episode: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie - MI184

Related Episode: Just Keep Buying w/ Nicholas Maggiulli – MI157

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions

Fundrise

TurboTax

HelloFresh

NetSuite

Read this episode’s transcript and full show notes on our website.
Connect with Brian: Twitter | Instagram 
Connect with Clay: Twitter  | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  
Learn more about your ad choices. Visit megaphone.fm/adchoices

IN THIS EPISODE, YOU’LL LEARN:


02:10 - What led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity.
07:11 - How M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy.
10:32 - How M1 Finance’s borrowing feature works.
21:13 - Brian’s thoughts around trading and speculating versus long-term investing.
26:04 - How cryptocurrencies play into M1 Finance’s vision.
35:40 - How Brian envisions the fintech industry evolving over time.
39:18 - Why Brian purchased a 119-year-old bank.
41:19 - How M1 Finance adapted to remote work.
43:57 - Brian’s biggest lesson in starting and building a company.
And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out M1 Finance.
Related Episode: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie - MI184

Related Episode: Just Keep Buying w/ Nicholas Maggiulli – MI157


NEW TO THE SHOW?


Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS

Support our free podcast by supporting our sponsors:


Linkedin Marketing Solutions
Fundrise
TurboTax
HelloFresh
NetSuite


Read this episode’s transcript and full show notes on our website.

Connect with Brian: Twitter | Instagram 

Connect with Clay: Twitter  | Instagram


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  

Learn more about your ad choices. Visit megaphone.fm/adchoices

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