Self-Managed Diversification with Nick McCullum #229

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Thông tin tác giả REI Mastermind Network and JD Hoss được phát hiện bởi Player FM và cộng đồng của chúng tôi - bản quyền thuộc sở hữu của nhà sản xuất (publisher), không thuộc về Player FM, và audio được phát trực tiếp từ máy chủ của họ. Bạn chỉ cần nhấn nút Theo dõi (Subscribe) để nhận thông tin cập nhật từ Player FM, hoặc dán URL feed vào các ứng dụng podcast khác.
Nick McCullum helps run Passiv. Passiv is a portfolio management software used by thousands of people that connect directly to your existing brokerage account. He started Passiv with the goal of making DIY investing easier so that more people can invest on their own and build wealth.

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 chat about:
  • The rising importance of ETFs in the investing world
  • The future of wealth management
  • The increasing role of technology in the investment management industry

As you can already tell we have made some changes and a few more are on the way. If you are interested in what we have planned, head over to, and support the show today. Financial contributions are always appreciated along with a LIKE, SHARE, and REVIEW. It really helps us grow and reach more people with this valuable information. See you next time and tell a friend!


"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD

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