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Passiv // transforming your brokerage account into a portfolio management tool [UP082]
Manage episode 284606159 series 2501865
Content provided by Jay Clouse and Eric Hornung, Jay Clouse, and Eric Hornung. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Clouse and Eric Hornung, Jay Clouse, and Eric Hornung or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Interview begins: 5:52
Debrief: 34:02
Nick McCullum is the Director of Growth for Passiv.
Passiv turns your brokerage account into a modern portfolio management tool. Passiv allows you to set a target portfolio and get email notifications when your portfolio drifts from that target. Passiv then lets you rebalance with one click!
We discuss:
- What makes finance interesting? 8:29
- What is Passiv? 10:34
- Setting Target Portfolios 13:11
- Brokerage account 16:51
- Balancing Portfolios 19:41
- How does Passiv earn 22:46
- Growth Strategy for a B2C company 26:53
- Pro and Cons in Building the Business in New Brunswick 31:57
- Global Expansion 32:56
Passiv was founded in 2017 and based in New Brunswick, Canada.
Learn more about Passiv: https://passiv.com/
Follow upside on Twitter: https://twitter.com/upsidefm
Advertise with an upside classified: https://upside.fm/classifieds
--
This episode of upside is sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
They can do the same for you.
Visit upside.fm/ethos to learn more.
–
Want to share information about your company, or an opportunity with the upside audience?
Book a classified advertisement and your advertisement will be read in an upcoming episode of the show.
219 episodes
Share
Manage episode 284606159 series 2501865
Content provided by Jay Clouse and Eric Hornung, Jay Clouse, and Eric Hornung. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Clouse and Eric Hornung, Jay Clouse, and Eric Hornung or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Interview begins: 5:52
Debrief: 34:02
Nick McCullum is the Director of Growth for Passiv.
Passiv turns your brokerage account into a modern portfolio management tool. Passiv allows you to set a target portfolio and get email notifications when your portfolio drifts from that target. Passiv then lets you rebalance with one click!
We discuss:
- What makes finance interesting? 8:29
- What is Passiv? 10:34
- Setting Target Portfolios 13:11
- Brokerage account 16:51
- Balancing Portfolios 19:41
- How does Passiv earn 22:46
- Growth Strategy for a B2C company 26:53
- Pro and Cons in Building the Business in New Brunswick 31:57
- Global Expansion 32:56
Passiv was founded in 2017 and based in New Brunswick, Canada.
Learn more about Passiv: https://passiv.com/
Follow upside on Twitter: https://twitter.com/upsidefm
Advertise with an upside classified: https://upside.fm/classifieds
--
This episode of upside is sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
They can do the same for you.
Visit upside.fm/ethos to learn more.
–
Want to share information about your company, or an opportunity with the upside audience?
Book a classified advertisement and your advertisement will be read in an upcoming episode of the show.
219 episodes
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