The WEInvested Podcast

Feb 26 2025 203 ep. 42 mins
The WEInvested Podcast artwork

Welcome to The WEInvested Podcast, where we discuss financial literacy, personal finance, investing, and entrepreneurship. Be sure to check out WEInvestedonline.com for more financial content. Follow us on Instagram, Twitter, Facebook, and YouTube @WEInvested.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


The Secret to Entrepreneurship ft David Steele

Feb 26 2025 41 mins  
Meet David Steele, founder & CEO of One Wealth Advisors, an independent RIA firm handling over $1.1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a yoga studio owner, artist, philanthropist, and more.

Switch Reward Card: A Blockchain Finance Ecosystem ft Kathy Roberts

Jan 15 2025 35 mins  
KATHY ROBERTS is CEO of Switch Reward Card - a blockchain finance ecosystem. Switch Reward Card isn’t just a card; it’s a comprehensive system that aligns with the ever-evolving world of digital finance. Join us, and experience the future of trading. Kathy started her career with Sears and then transferred over as an early executive (or Dawner as they called them) when Sears st

End of Life Planning: Leaving a Legacy ft Dr. Kimberly Harms

Jan 01 2025 29 mins  
Dr. Harms transforms the often daunting task of end-of-life planning into a compassionate journey, helping people navigate the emotional aspects of planning personal finances. She has witnessed death up close many times throughout her life, including the loss of her mother and her son to suicide and, eventually, her husband from a broken heart after their son’s death. These event

Generating Passive Income Cash Flow Ft Jim Sheils

Dec 18 2024 23 mins  
Jim is a partner at Southern Impression Homes, a company that specializes in building rental portfolios for individual investors and institutional buyers in Florida’s high-growth markets. With a strong focus on the Build-to-Rent niche, Southern Impression Homes provides new construction, low-density properties such as single-family homes, duplexes, and quads with property managem

Fostering Innovation in Your Organization ft Elizabeth Bieniek

Dec 04 2024 27 mins  
Named one of the most influential “Female Pioneers in Technology”, Elizabeth Bieniek is an author, founder, and Fortune 100 leadership veteran focused on “good peopling” as the secret to exceptional execution. After turning corporate innovation on its head with her own unconventional success story, Elizabeth now helps leaders tap into the individual genius within their team

The Power of Capitalism ft Alex Chompff

Nov 20 2024 53 mins  
Alex Chompff, a serial entrepreneur, seasoned investor, and U.S. Marine Corps veteran who is reshaping the venture capital landscape. As Co-Founder and Executive Director of Evolution Ventures and Lead General Partner of MinervaFund, Alex focuses on investing in women and entrepreneurs of color—groups often overlooked by traditional investors. Alex and his partners recognize th

Money & Politics: How Government Decisions Impact Your Wallet ft Louis Scatigna

Nov 13 2024 75 mins  
Lou Scatigna, CFP® has worked in the financial field for more than 36 years. During this time, he has helped a number of people manage their financial problems. This includes helping people plan for retirement and create budget plans. Additionally, Lou is a certified financial planner and tax accountant. A little over 20 years ago, Lou decided to go a step further and began a week

Smart Investments for Beginners: Using Moola to Build Wealth ft Jason Schappert

Oct 30 2024 30 mins  
Jason Schappert is a serial entrepreneur and financial technology visionary dedicated to empowering individuals to achieve financial freedom. He is the co-founder of Moola, an AI-driven investment platform that simplifies complex financial concepts and provides personalized insights and recommendations to help users make informed investment decisions. Prior to Moola, Jason successf

Yema: Where Luxury Meets Streetwear - Redefining Fashion ft Hawi Awash

Oct 23 2024 37 mins  
YEMA, inspired by East African lineage and Bay Area’s urban street wear, is a high end clothing brand located in Tiburon, CA. The brand weaves history, culture, tradition and diversity with high-quality garments. Hawi and Yema take great pride in their heritage and aim to tell a story of the two countries with every design. As they expanded their clothing brand they began to focu

Rebuilding and Enhancing Infrastructure in Neglected Schools ft Jose Bernard

Sep 11 2024 34 mins  
Jose Bernard is a real estate investor whose origins in a humble Dominican community profoundly shape his philanthropic endeavors. Having moved to the United States at the age of 12 and growing up in the Bronx, New York, Jose understands the challenges faced by those in underserved areas. Inspired by his father, who passed away last year, he has founded a charitable organization de