Content Creator “Money Hacks” vs Reality: Mutual Funds, Insurance Traps & What You’re Not Taught
Description
No matter where you are with money, this episode is for you.
In this episode, Shantanu’s college best friend Anuj takes us through his journey - from the pressures of corporate banking and quarterly targets to building My Fundbox, a financial services platform helping people like us manage, invest, and grow our money smarter.
Along the way, he’s experienced all the highs and lows, cleared the mutual fund distribution exam, and is now empowering people to take control of their finances.
On the pod, they talk about corporate fraud, credit card traps, insurance, and how My Fund Box is solving real problems in financial services. Plus, Anuj shares his own and his 7-year-old Adwik’s personal experience with content creation, passive income as social media influencers, and what money really means in life to them.
What’s the biggest financial lesson you’ve learned so far? Share it in the comments!
Navigate your way through these chapters:
00:00:00 Coming Up
00:01:46 Anuj’s Early Career
00:15:42 How My Fundbox Started
00:18:11 The Dark Side of Banks
00:22:05 Investments & Insurance Truths
00:28:28 How to manage Credit Cards & Debts
00:48:25 Life Lessons & My Fundbox Vision
01:07:55 Finance Advisory, MFDs & NFOs
01:13:44 Adwik’s Fitness & Social Media Journey
01:31:04 Anuj’s Social Media Story
01:36:45 Building Passive Income
01:54:24 Banter with Adwik & Closing Thoughts
United States
