Episode Mentions
Acquired · May 18, 2026
Vanguard
“Large active fund manager in Los Angeles that competed with Vanguard during go-go years”
Index fund creation and innovationMutual ownership corporate structureFee compression in asset management
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The Stacking Benjamins Show · May 6, 2026
How to Save Your First $25,000 -- The Roadmap Most People Get Wrong (SB1838)
“Sponsor of American Funds; sued by employees for offering expensive proprietary funds in 401k plan”
Saving Your First $25,000Housing Expense Reduction StrategiesHouse Hacking and Owner-Occupied Real Estate
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Frugal Friends Podcast · Mar 17, 2026
2026 Frugality Reset: Fix Your Spending in 30 Days
“Sponsor of 'The Power of Advice' podcast series featuring CEOs and investors discussing career building and risk-taking”
30-Day Spending Audit and Transaction InventoryIdentifying Spending Leaks (Convenience, Identity, Emotional Spending)Digital Environment Reset (Email Unsubscribes, Saved Payment Methods)
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