Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec.

What you’ll get out of this episode:

• What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing.
• The Evolution of Index Investing: Frec offers a modern twist on traditional ETFs, providing both returns and capital losses for tax efficiency.
• Portfolio Customization: Frec allows investors to tailor portfolios by excluding specific stocks or industries, offering more control.
• Portfolio Lines of Credit: Mo discusses how Frec's portfolio lines of credit empower investors without the need to sell assets.
• The Future of Fintech & AI: Insights on how Frec utilizes AI for compliance and personalization and its potential impact on the fintech industry.

To learn more about Frec:
Website: https://frec.com/
LinkedIn: https://www.linkedin.com/company/frecfinance/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/maladham/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Zuben Mathews, Co-Founder & CEO at Brigit.

What you’ll get out of this episode:

• Brigit is the most downloaded financial health app in the U.S., offering tools like paycheck advances, credit building, and personalized advice.
• Zuben Mathews explains how Brigit has helped users save over $1 billion in fees while reducing financial stress for 94% of its users.
• The platform uses advanced cashflow technology to provide financial inclusion for the 75% of Americans living paycheck to paycheck.
• Brigit has scaled rapidly, achieving over $100 million in revenue with a lean team, and aims for further exponential growth.

To learn more about Brigit:
Website: https://www.hellobrigit.com/
LinkedIn: https://www.linkedin.com/company/hellobrigit/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/zuben-mathews-0ba6b95/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Bobby Pinero, Co-Founder & CEO at Equals.

What you’ll get out of this episode:

• Bobby Pinero’s journey from Intercom analyst to CEO of Equals.
• How Equals aims to simplify financial modeling for spreadsheet lovers.
• The challenges of creating user-friendly live data connections in Equals.
• Lessons learned from introducing a freemium model and pivoting back.

To learn more about Equals:
Website: https://equals.com/
LinkedIn: https://www.linkedin.com/company/equalshq/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/bobbypinero/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc.