Early retirement. Financial freedom. For many, these are goals that can feel aspirational and unattainable. But are they really out of reach? SoFi’s Head of Investment Strategy Liz Thomas sat down with entrepreneur and Personal Finance Club founder Jeremy Schneider to talk about what it takes to build wealth at any level. According to Jeremy, accumulating wealth is more straightforward than you may think. In this episode, he shares actionable steps that anyone can take to help accelerate their journey towards financial freedom.

For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

Notable mentions in the episode:

(00:00 ) Introduction

(02:18 ) Getting a new company off the ground straight out of college

(05:10 ) A great business needs more than a great idea

(12:57 ) Transitioning to investing with a large lump sum

(16:37 ) How to get a jumpstart on financial freedom

(20:45 ) The story behind the Personal Finance Club

(23:28 ) Don’t let perfect be the enemy of good

(28:08 ) Is retirement the wrong thing to focus on in the near-term?

(32:14 ) First steps towards living below your means

(35:43 ) The Word

(36:29 ) The Investor’s Bookshelf

(37:34 ) The “Aha” Moment

(38:40 ) The Important Part

Additional resources:

• 
  SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


• 
  SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


• 
  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


• 
  Wealth Investing Guide: Information you need to know to make your money work harder for you.

Recommended reading:

• A Beginner’s Guide to Investing in Index Funds


• ETFs vs Index Funds


• 10 Steps for Starting a Small Business

This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

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