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[NO MUSIC] The Fintech Founder Series: Ned Phillips's Bambu Journey
0:00 - 1:53: Introduction
2:33 - 4:01: The story of Bambu
4:02 - 11:27: How has experience in Sales helped in building products
11:27 - 24:33: inspiration for starting Bambu
24:34 - 48:25: Mistakes and lessons learned
48:26: What is Ned up to now?
Today we have Ned Phillips here with us to talk about his journey as a startup founder and the lessons he learned doing so.
Переглядів: 19

Відео

The Fintech Founder Series: Ned Phillips's Bambu Journey
Переглядів 42314 годин тому
0:00 - 1:53: Introduction 2:33 - 4:01: The story of Bambu 4:02 - 11:27: How has experience in Sales helped in building products 11:27 - 24:33: inspiration for starting Bambu 24:34 - 48:25: Mistakes and lessons learned 48:26: What is Ned up to now? Today we have Ned Phillips here with us to talk about his journey as a startup founder and the lessons he learned doing so. For a version without mus...
How investor self-awareness helped me grow my portfolio
Переглядів 2116 годин тому
Almost all books, random internet videos, blogs, or ideas on investing miss out one crucial thing: your investing personality. There are five big traits that define your investing personality: 1) Stability vs. Growth 2) Active vs. Passive 3) Liquidity 4) Thematic interest 5) Risk tolerance Why does it matter? Because each of those preferences can affect what types of asset classes you invest in...
Peek v2 Demo
Переглядів 174День тому
Check out peek.money today to sign up for the beta. 0:00 - 1:51: Adding assets into Peek 1:51 - 3:50: Performance side panel 3:50 - 6:16: Accounts, currency, tag and allocation views 6:16 - 10:01: Peek Pub Today, we're launching Version 2.0 of Peek - your AI-powered personal CFO! And we're only 3 months old 🐣 We've spent the past few months listening to every single one of our first batch of be...
Reddit Reacts: Should you have 80% in high yield savings account?
Переглядів 11921 день тому
This is the first video in a series called "Reddit Reacts," where I will be sharing posts by different people within subreddits around personal finance. This first poster shared their portfolio allocation, which includes an ~80% allocation towards high yield savings account. I go through each part of the person's portfolio and just give some of my thoughts/opinions. None of this is financial ad...
Peek into how I went from $200K+Google salary to founder salary
Переглядів 329Місяць тому
A few years ago, I quit my $200K salary corporate job at Google to start my own company...and I have a few personal finance lessons I wanted to share from my journey. 1. Downsize 2. Manage to savings rate 3. Invest savings 4. Avoid expensive taste 5. Track finances regularly If you would like to better track and manage your net worth, check out Peek at peek.money.
Portfolio Rebalancing Simulator: How an ex-Googler rebalances $200K+ worth of employee options
Переглядів 180Місяць тому
Rebalancing Simulator: peekrebalancing.streamlit.app/ One of the most common mistakes investors make is not rebalancing their portfolio enough. I know...because I've been there. I used to have over 50% of my net worth in just Google stock at one point because of my employee stock options. Watch this video for a tutorial on how to use a tool that I built (peekrebalancing.streamlit.app/) that cou...
How I deal with "finertia" with my million dollar portfolio
Переглядів 85Місяць тому
Everyone struggles with "finertia" - or personal finance inertia. Even I do...and I've been investing for more than 10 years, with a million-dollar portfolio right now. Life gets in the way. You feel too lazy to check your investment balances. Or figure out what you want to do. But there are some simple tricks you could use to overcome your own "finerta," including: Setting achievable financial...
Rent vs. buy - the million dollar question (literally)
Переглядів 62Місяць тому
In this video, we'll walk-through a calculator (peekrentorbuy.streamlit.app/) that could help you figure out mathematically whether or not buying a home is the best investment for you. Or could it be better to rent in certain cases? We will dive into real-world scenarios with our free rent vs. buy calculator and uncover surprising insights about opportunity costs.
How I hit my first million in my early 30s - growing wealth early in your career
Переглядів 157Місяць тому
Welcome to Peek! Today, we're diving into how I hit my first million in net worth in my early 30s. My journey began with my mom's lessons on the importance of investing and taking calculated risks. I maximized my earning potential through a tech career and stock-based compensation, and I went where the growth was by investing in the tech sector and cryptocurrencies. Join me to learn practical t...
Intro to Peek's channel
Переглядів 50Місяць тому
Welcome to Peek, where we take a holistic approach to personal finance and wealth building. Our channel focuses on the entire wealth equation, from expense tracking and investments to insurance planning, helping you understand how each part works together. We provide unbiased information, free from affiliate fees, ensuring our advice serves your best interests. Our videos come with practical to...
How to get exposure in crypto
Переглядів 102 місяці тому
There are many different ways you could invest in crypto. Here are just a few to get started. 1. Buy and hold 2. Yield generation (e.g., earning 5% on ETH staking) 3. Trading (e.g., memecoins)
Learnings from Peek's beta
Переглядів 152 місяці тому
It's been just the start of our journey with Peek! Sharing some early learnings with our current beta testers.
Where to Invest for Crypto
Переглядів 103 місяці тому
Crypto bull market is back! Many are wondering how to get access to crypto. Check out this video to learn more.
AI can bring in real-time market data
Переглядів 123 місяці тому
One of the common misconceptions around LLMs is that they can't bring in live market data. But that's actually not true. You could use different functions in a custom GPT bring in information about stocks and crypto from sources like Yahoo! Finance. Check out to video to see how it works. And interested in learning more about how AI can be used to improve your personal finances? Check out Peek'...
Meet Peek!
Переглядів 393 місяці тому
Meet Peek!

КОМЕНТАРІ

  • @Frexuz
    @Frexuz День тому

    Great presentation of what Peek is about! Excited to join the beta ;)

  • @graceleungyl
    @graceleungyl 5 днів тому

    Great episode! Reality of being a founder: real tough, and you gonna build that indestructibility no matter what and still enjoy the struggles. Thanks Ned for sharing these valuable insights. Learned a lot.

  • @Peek-money
    @Peek-money 5 днів тому

    For those who are looking for a version of this without the music in the background, we also have this version uploaded: ua-cam.com/video/gVv__GGk1R4/v-deo.html

  • @walkthetalky
    @walkthetalky 6 днів тому

    The background music is super annoying!

    • @Peek-money
      @Peek-money 5 днів тому

      Hey! We hear you! We made a version without the music in the background: ua-cam.com/video/gVv__GGk1R4/v-deo.html

  • @Madzukreceived
    @Madzukreceived 6 днів тому

    Thanks for that! keep it going

    • @Peek-money
      @Peek-money 5 днів тому

      Thank you! Appreciate it :)

  • @marcus852
    @marcus852 6 днів тому

    Nice one. But the background music is loud and a bit distracting!

    • @Peek-money
      @Peek-money 5 днів тому

      Hey! We hear you! We made a version without the music in the background: ua-cam.com/video/gVv__GGk1R4/v-deo.html

  • @9to5MillionaireMindset
    @9to5MillionaireMindset 21 день тому

    thanks for doing this; I really enjoy reading finance topics on reddit but I sometimes find it hard to differentiate between what's really best practice and what's there to make me feel FOMO. Good advice!

  • @9to5MillionaireMindset
    @9to5MillionaireMindset Місяць тому

    The more we talk about personal finance and how we can make more salary and invest wisely, the better we will be (and dare I say the world will be as less people will be working jobs they hate or be unknowingly underpaid and under invested). Good job shining the light Sherry!

    • @Peek-money
      @Peek-money Місяць тому

      Thank you for the support! The more we are able to openly talk about topics in personal finance that were previously taboo, the more we can all learn how we could manage our wealth better.

  • @peekdesiree
    @peekdesiree Місяць тому

    So insightful especially for aspiring founders and us folks working in the space!

  • @Diva_DS
    @Diva_DS Місяць тому

    Thanks for sharing so candidly Sherry❤️

    • @Peek-money
      @Peek-money Місяць тому

      Thank you for your support! ❤

  • @9to5MillionaireMindset
    @9to5MillionaireMindset Місяць тому

    100% spot on! Especially on the point of compounding interest. The earlier we start, the earlier we can thank our younger self

    • @Peek-money
      @Peek-money Місяць тому

      Thank you! Doing things often and consistently is many times the key. There is no "get rich quick" or "silver bullet" way.