Jason Schappert — From Small Steps to Big Freedom: Jason Schappert on Redefining Financial Success
Jason Schappert is a serial entrepreneur and financial technology visionary dedicated to empowering individuals to achieve financial freedom. He is the co-founder of Moola, an AI-driven investment platform that simplifies complex financial concepts and provides personalized insights and recommendations to help users make informed investment decisions.
Jason’s journey from aviation to fintech highlights his passion for teaching and empowering individuals to achieve financial freedom. We explore the importance of financial literacy, the parallels between piloting and investing, and how small, mindful money habits—like saving spare change—can lead to significant financial growth. Jason also shares his mission to simplify financial management for everyday users, offering actionable advice to build wealth and reduce financial stress.
In this episode:
- (00:00) - Intro
- (01:02) - Meet Jason Schappert
- (02:45) - What Jason learned about money and entrepreneurship growing up
- (07:34) - From aviation to financial literacy
- (10:10) - The birth of Moola
- (11:17) - The parallels between piloting and investing
- (18:19) - Moola's vision and future
- (20:08) - Moola banking and budgeting
- (22:03) - Real-time reconciliation
- (24:48) - Financial education and literacy
- (25:49) - Gamifying financial education
- (29:48) - Investment advice and strategies
- (36:16) - Personal reflections
Get full show notes and links at https://mindful.money.
Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.
