All About Your Benjamins

Another company leveraging community to help grow and spread financial education is Finimize and in this episode, I’m joined by their CEO Max Rofagha. The story of how Max found his way to the world of finance is fascinating given that he had no background, other than an interest in his own personal finance and the willingness to ask a lot of questions and leverage his network of peers in finance. Finimize currently boasts over 1,000,000 members across the globe and is known for its local meetups, arranged by its members. If you’re interested in continuing to learn more about personal finance, investing, and more you should definitely check out the community! Speaking of Community, The AGC™, a community for financial advisors I co-founded with Taylor Schulte, a little over a year ago is opening back up for enrollment in January. If you’re a financial advisor looking for a group of forward-thinking, collaborative, and supportive advisors to learn and grow alongside, the AGC™ might just be the place for you. If