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.

ABOUT MINDFUL MONEY:
Do you struggle with money? You’re not alone.

Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration, it becomes destructive.

The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.

Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.

If you aren’t happy with your finances, feel like money takes more time than it should, or want to place your financial decisions into the broader context of your life, this show is for you.

Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy but do NOT improve outcomes.

CONNECT WITH JASON:
Website: https://moo.la
LinkedIn: https://www.linkedin.com/in/jasonschappert
Facebook: https://www.facebook.com/jason.schappert
Instagram: https://www.instagram.com/jasonandmagda
X / Twitter: https://x.com/jasonandmagda

MINDFUL MONEY RESOURCES:
Website: https://mindful.money
Jonathan DeYoe on LinkedIn: https://www.linkedin.com/in/jonathandeyoe
Mindful Money on X / Twitter: https://x.com/MindfulMoney_Ed
Mindful Money on Facebook: https://www.facebook.com/MindfulMoneyPlan
Mindful Money on Instagram: https://www.instagram.com/mindfulmoneyplan
Mindful Money on YouTube: https://www.youtube.com/@MindfulMoney

🎙️Podcast Production by Turncast: https://turncast.com.