What the Fintech? How Technology is Opening the Financial Industry to More Diverse Voices with Nicole Casperson

Eric Brotman: [00:00:00] Welcome to Don’t Retire… Graduate!: the podcast that asks you what you want to be when you grow up so you can graduate into retirement with purpose and passion. I’m your host and valedictorian, Eric Brotman, and we have a really special guest today. Nicole Casperson is a journalist, she’s the founder of “WTF” or “What the FinTech”?
Uh, she’s, it’s a newsletter that comes out twice every week. Uh, it’s an industry newsletter. She serves more than 17,000 subscribers. Uh, and gets an unbelievable open rate. People are loving your content, Nicole. She’s also the host of the Humans of FinTech podcast every week, which shares stories of diverse leaders and how they founded their companies and found their belonging in an industry that is dominated by some of the same old voices.
So she’s gonna teach us how inspiring FinTech operators, uh, have, have done what they do, especially folks of color and women in the industry, which is dominated by folks who look a little like me. Nicole, welcome to the show. [00:01:00]
Nicole Casperson: Thank you so much for having me. I’m really excited to be here. And interestingly, um, a lot of growth has happened even in the short time since we first got connected to have me join the show. And I am actually almost crossing 50,000 subscribers on the new site.
Eric Brotman: 50,000.
Nicole Casperson: Yes, Yes.
Eric Brotman: You’ve gone from 17,000 to 50,000 in like, I don’t know, an hour and a half.
Nicole Casperson: A few months, yes.
Eric Brotman: Congratulations!
Nicole Casperson: Yeah.
Eric Brotman: Yeah. Right. Wow.
Nicole Casperson: Thank you.
Eric Brotman: Uh, and, and I haven’t subscribed yet, but I plan to, so it’s 50,001.
Nicole Casperson: Please.
Eric Brotman: So there’s that.
Nicole Casperson: Yes. Thank you. Now I can officially celebrate.
Eric Brotman: Anytime I, anytime I know I’m gonna interview someone who’s created something “WTF” it makes me wonder if this is still a family show. So tell us a little bit about “What the FinTech”, where it came from, how you came up with it, uh, and why you’re passionate about what you’re doing.
Nicole Casperson: Of course, uh, I’m a journalist. I’ve been, uh, a journalist my entire career, went to school for it and I, you know, like [00:02:00] most little girls, I ended up landing into the finance industry. I didn’t intend on being a part of it, but I kind of found throughout my time covering a bunch of different niche, uh, B2B in, uh, markets in finance and being a part of a number of different trade publications: kind of two things. One, not only was the industry that I’m covering largely white and male dominated, but so are the newsrooms that I’m sitting in. And so I kind of understood or found this problem, really, that I wanted to help solve, which is how do we actually create a space where more representation is being shown through media, which inherently will bring more diversity into our workforce in our finance and FinTech industry, which would also mean we would create more products that actually cater to and resonate with a diverse audience, which we all claim we serve. So,
Eric Brotman: [00:03:00] mm-hmm.
Nicole Casperson: a little bit of holding the industry accountable, a little bit of wanting to make some real change, cuz I do think we can do a lot better and we’re, we are on the right track. Um, so yeah, that’s kind of how, “What the FinTech” was born. I, I figured I could marry my loves for journalism, media, and finance and tech, and elevating women in diverse stories all in one.
Eric Brotman: I, I think it’s possible that we’re kindred spirits. Um, I was an English major, studied English and psychology. Loved to write, um, enjoy the media piece of it, but also wanna create financial literacy and platforms that reach a broad audience.
So, uh, it’s nice that you’re in that kind of work. I wanna take a step back because I’m not sure our audience knows exactly what you mean when you say FinTech. In our industry, we know exactly what you mean, but I’m not sure necessarily that the general population does, so can you describe what FinTech is and where that intersection is with personal finance?
Nicole Casperson: Yeah, of course. [00:04:00] Uh, well, FinTech stands for financial technology and there’s a lot of iterations of that, uh, short form of it. There’s FinTech, there’s PropTech, which stands for like property technology, so more real estate focused or you know, health tech, which, you know, healthcare. So what FinTech has done is really become more center stage, um, in our culture, in the news, in media, in the fact that I can go to the bar with some friends and they ask me things like, what do I think about crypto? Or what do I think about this finance technology app? So FinTech really is, you know, if you engage with your finances on this thing, on this iPhone in any way, you are engaging with FinTech or financial technology. And right now it is one of the largest funded business sectors in the world. So because it’s become center stage and our culture is now really interested in it, there’s kind of this beautiful [00:05:00] opportunity for us to actually present FinTech in a way to a more, you know, mass audience.
So that they can have a better relationship with their money, right? A lot of it has to do with behavioral finance and incorporating that into more finance technology. Right now, FinTech isn’t doing the best job when it comes to enabling consumers to actually make actions that are helpful to them and their, you know, mental health and their financial health.
There’s a lot of access out there, but it, the apps right now are incredibly oversaturated and I do think that we can do a little bit of cleaning up and, um, bettering of the way that people interact with technology, cuz right now it’s a little bit too much like social media in that FinTech apps are working to just get you on the platform for as long as possible in the engagement aspect. But we could do a little bit better.
Eric Brotman: I, I, I confess that I’ve spent some time over the last couple of years [00:06:00] on this show and in other forums, um, beating up on robo advisors. Um, not because there isn’t a place for them, not because there isn’t a place for ’em, but because of what you said, the behavioral finance piece, I think it’s one thing for a computer to, to do some predictions, uh, to create
Nicole Casperson: mm-hmm.
Eric Brotman: uh, to, to create some, um, some hypotheticals. And my fear really is, first it’s been gamified. So you talk about,
Nicole Casperson: mm-hmm.
Eric Brotman: creating engagement and creating some of these, some of these apps give you a little gold stars for doing things like taking actions, like placing a trade, for example, which to me is not necessarily something we should be high fiving about.
Maybe it’s good, maybe it’s not. But the gamification of finance is, it’s been happening a long time. Cuz you know, in high schools, in, in junior high and high schools, there’s the stock market game. Um, and in a lot of towns across America, there’s a stock market game. And, and I contend that stock market is not really a game, though I understand that it’s being done as a simulation, but it’s not [00:07:00] a game. Um,
Nicole Casperson: Yeah.
Eric Brotman: How do you and, and I, there are companies trying to humanize the FinTech piece and one of them being Facet. And I, I saw you interviewed Anders Jones on your show. Um,
Nicole Casperson: yeah, big fan.
Eric Brotman: My former, my former business partner is one of the, one of the folks who started Facet as well.
So I, I, I know them very, very well. I think they’re doing a phenomenal job, um, at crossing, at creating that intersection cuz it’s really hard to do.
Nicole Casperson: Mm-hmm.
Eric Brotman: Um, what is it gonna take? To shift from that social media, um, adrenaline high gamification of finance to something that can really help drive decisions or behavior in a, in a healthy way. More, more like a nutrition app or a, or an exercise app that I think does a better job with that already than the finance?
Nicole Casperson: Mm, I mean, so many good points. The, at the end of the day, right now, what we’re seeing, especially in the retail investing space, um, and FinTech app space is bringing in the same tactics and behavioral [00:08:00] tactics that Silicon Valley and like I said, the social media apps, um, using those engagement tactics and nudges to bring them into finance so that people are engaging them with a ton.
For example, like Venmo. Venmo is like literally designed to induce FOMO right? So you’re going to see the, and actually Dani Fava just said this at an event I was at, and she’s head of innovation at Envestnet she was like, “Venmo was created to induce FOMO so that you have to see the payment interactions that your friends are doing without you there, like that they didn’t invite you to, you know?
And so, um, things like that, right? Like, why are we pushing for, for bad behaviors when we could be pushing for good? So a lot of what, what the FinTech is and what I report on is starting with leadership, I do believe that if we had more diverse leaderships and people that are actually representative of the, [00:09:00] uh, demographics that we’re aiming to cater FinTech products to, and financial planning products too, right?
We’re all about access. We love talking about access in this industry, right? Um, well, let’s actually create a culture within our industry to have leaders that can make that happen, right? You have to have diversity in the room to create real innovation. And so that’s, I think that’s where the disconnect is for me, is that if we don’t have enough different types of decision makers in the room where it happens and the products are made, and the design processes are made, then we’re gonna keep having the same results. We’re gonna keep having these apps that don’t work. We’re gonna keep having apps that aren’t able to marry the behavioral finance, financial planning, FinTech aspect.
Eric Brotman: How much of, uh, personal finance do you think, do you think is, um, is cultural? How much of this
Nicole Casperson: So much!
Eric Brotman: do you talk about? I mean, I feel like the lessons we learn about money growing up, usually not from school [00:10:00] and rarely from our parents sitting us down and teaching us, it’s more like watching them fight over the dinner table about who spent what or
Nicole Casperson: I know.
Eric Brotman: Or, or, or who’s, or what bills are being paid or the stress involved. Like we, we carry baggage about money when we’re like five years old. How much of it is cultural and, and how do you, how do you tackle that with a, with an app, with a tool?

Nicole Casperson: Mm mm-hmm. like, people often ask me like, “What is my first money memory?” And for me it’s like, I think it is more so like a collection of memories as a child of… you know, I’m, I was very privileged. I didn’t ever have to struggle with money as a kid, but I always watched my parents talk about it constantly, right? So you’re kind of just like, “what is this thing that, um, that these grownups are always so like up in arms about?”, and then you grow up and, and figure it out yourself, but, um, I, I do think that because personal finance is such a part of culture now and [00:11:00] it got such a heavy hand and it’s, uh, uh, uh, frenzy with culture because, largely because of the GameStop phenomenon, which I’m sure most of us know about.
Um, so that was good. However, there’s a lot of bad consequences with that, you know, the access that, that GameStop brought…. was amazing and the engagement, but the kind of aftermath of how people are continuing to engage with it, you know, is, is bad and those aren’t, you know, mutually exclusive. They both happened.
So now, right how it is on us to be like, Okay, well there is good enough technology, technology is mature enough, we can, we can take some of the good of, you know, social media aspects, right? And nudging and that type of thing. Maybe not nudging, but like we could take better ways of doing it so that we’re presenting like vegetables to people instead of just cake all the time, right? In a way, like how do you present the [00:12:00] healthy aspects, right? How do we help people mentally think differently about their relationships with finance? You know, we talk about like financial freedom or financial independence a lot. And to me that actually is, uh, a mindset.
The first step to financial freedom is financial independence, like from the mindset that money is this thing that controls me. That’s not the…. the culture is shifting away from that. No, no, no. Money is something that is a tool so that I can live out my values so that I can invest in things I believe in so that I can help change the world.
And that that’s what we have the ability to hone in on in FinTech and financial planning and, and all that.
Eric Brotman: So I wonder if you have the sense, as I have for many, many years, um, that the game is rigged? And what I mean by that, and, and I don’t just mean on the big Wall Street firms, [00:13:00] even the GameStop rig or the, or or or crypto or these other things where a very small number of people wind up making a very large amount of money and a very large number of people wind up losing everything, um, because they’re not insiders. They’re not, they’re, and I’m not alleging that that’s deliberate, though it wouldn’t surprise me if it, if it was deliberate. Is the game rigged? Is it really rigged or is there a, a, a democratization of that information? We talk about how there’s a, a free market and, and public information and, and you know, there’s no insider trading and everyone knows everything, all the information is public. Is it though?
Nicole Casperson: I mean, if we think about the traditional financial system, then yeah, I mean it’s rigged and it’s like filled with patriarchy and all of the things, which is interesting because that’s, you know what FinTech came on the scene, right to, and a lot of the, the mission statements now are [00:14:00] meant to completely be the alternative of that, right?
So we’re supposed to leverage FinTech financial technology so that we can fix the broken financial system or better yet, create a new one, right? That, uh, gives that access that we wanna talk about. I think we have accomplished the access part. I think there’s even better ways of doing it, especially through like, you know, new ways of evaluating uh, credit or like new ways of catering to the small to medium size business space, or create catering to, you know, uh, the creator economy and, and things like that.
Um, so we, there’s still like a long way to go, but I think that the, some of the more secret sauces is, also the educational aspect of it, right? Is content.
Eric Brotman: Mm-hmm.
Nicole Casperson: I get asked about content a lot cuz I’m a content creator. And so how are we putting like the right content out there? Uh, you know, the, the seeing what you, your friends are investing.
I don’t know if that’s like the best use of our [00:15:00] time? That just goes back to inducing the FOMO. Why not put actual valuable content in front of people? Um, I think that’s actually why a lot of, maybe advisors or wealth managers will think, “Well, I don’t need to be on social media or create content. Like there’s, the people on there are saying not like, they’re not saying the right thing. They’re saying bad advice. Why would I wanna be on a platform where other people are giving poor personal financial advice?” And it’s like, “maybe cuz then you would fix it?” Like, cuz then maybe they would listen to you and be able and that, and that would actually help. I think there’s a massive opportunity to, to, for financial advisors, financial planners, to create content that actually helps and is good to drown out some of the bad.
Eric Brotman: Well, I, I, I absolutely agree with you, and I’m certainly trying to be one of those creators. I mean, we’re, we’re pushing out as much content as we can and we love doing that, but it’s also hard to determine quality from noise, especially as a lay person…. where you’re getting [00:16:00] bombarded by messages. You know, I was asked early in my career when I was shifting into trying to be a content creator and writing and, and speaking and these things and, and I was asked by a, um, a contractor at one point who said, “You know, what’s your end game? What do you want?” And no offense to these individuals, but what I said was, “The world deserves better than Susie Orman and Jim Kramer. Why not me”? And that’s not to beat on these two successful folks. It is to say that, that when you’re in the media sometimes it’s about eyeballs, it’s about advertising. It’s about entertaining more than educating. And so when you talk about the vegetables versus the cake, if I’m promoting vegetables, it’s harder to get to 50,000 subscribers than if I’m producing cake.
Nicole Casperson: Mm-hmm.
Eric Brotman: So you’ve got a 50,000 subscriber newsletter. That alleges to be vegetables. Um, and I believe you, I have no reason to disbelieve you, [00:17:00] but, but how do you, how do you get people to say, “Okay, broccoli’s good, I’ll skip the cake?”
Nicole Casperson: Um, uh, a mass amount of authenticity and, um, and some killer, uh, growth marketing people on, on my team.
Eric Brotman: Mm-hmm.
Nicole Casperson: I, and I have to admit that right? I am not someone, I look very different than the other FinTech newsletters out there, and the stuff that I’m covering is… makes people uncomfortable– it can. I have a ton of, uh, amazing, you know, men, white men, different kinds of people, all sorts of, um, folks that are incredibly grateful or let me know it right, that they’re grateful for the content that I create. They’re grateful for the vegetables with, which my vegetables are largely around, right? That behavioral finance. How do we use the technology to help, uh, for good? How do we create a culture where we have more diversity in, in the room where decisions are made? I think because I’ve doubled down [00:18:00] on my message and being authentic about it and my experiences myself with the industry, that that’s how you kind of grow. You know, at the end of the day, the, the way to kind of grow is… with content organically is…. it sounds easy but it’s actually quite hard, is being yourself. Like what is your personal story? If you wanna create content, like think to yourself, “what is your personal story?” No one can tell that story better than you. What problem do you have, right? This is just like any entrepreneur or any founder, right? What problem do you have that you want to solve? How are you gonna solve that problem through content, if that’s your, your end game, right? So, um, that’s what I would think. And then how do you kind of authentically present that so that you don’t… cuz that’s the thing, people that, uh, consume content, everybody in the world, we can fish out someone that isn’t authentic, right? Someone that’s just doing it for the views, that’s doing it for the media attention, and you know, sometimes, yeah, those people do [00:19:00] get the numbers, the vanity metrics, all of that. But I think we live in a world right now where there’s so much room for everyone, right?
Like, think about how many influencers there are, how many content creators there are. Um, there doesn’t need to just be one or two that dominate a space. So kudos to you for putting yourself out there, right? And, and doing that. So, but as someone who looks different, I did have to have marketing behind me. I had to have a team behind me to ensure that, uh, my message was clear and out there and could grow, and they did a killer job. So it was a mix of both.
Eric Brotman: Sounds like it. So to be authentic also means to be vulnerable. And you know, we have, that’s hard, intense. Well, we’re, we’re, as human beings, we have vulnerability, some of which we are very comfortable sharing, and some of which we might be a little more covetous about. So to be authentic, I think you have to be vulnerable.
Do you feel you have, um, made yourself [00:20:00] vulnerable enough to be approachable? Because a lot of times in the media there’s this tendency that you’re a celebrity of some kind and therefore you’re, you’re unapproachable. I certainly don’t think that about you, Nicole, but are you, have you been able to stay, um, to stay grounded and to stay humble in despite the fact that you’re now, um, you’re now reaching really a mass audience?
Nicole Casperson: Mm, mm-hmm. Yeah, I think because I have always kept my original, you know, community of supporters since my, I used to be a reporter on investment news before I launched my own, uh, newsletter and podcasts, and really the tightknit crew of people that I had met in that role, I you know, ensured that they were down to ride with me through my next thing.
And they actually loved it even more because they felt like it was a, they were seeing a, the real me, right? They were seeing the not so buttoned up version of me. The version of me that is, uh, a hundred [00:21:00] percent authentic, but being vulnerable took, you know, I, a long time, I’m not a year old yet. My, uh, I will turn a year old in November.
Eric Brotman: Mm-hmm.
Nicole Casperson: So it took me the last 10 months to really ground myself in my voice. I just started to get really confident to share my story and to share the things that’s going on with me. It started off with me thinking, “Oh, well people just wanna consume my content for news”, like before, right? Like when I was a reporter and it took all this time and enough organic feedback from people that I trust and kind of my own like personal board of advisors to tell me like, “your content’s great, Nicole, but I wanna know what you think, Like I wanna hear from you. I wanna know what is, what about these, these people? This story is making you, you know, think twice or tick”, and you do that enough, you do enough reps with that, and then you start to get more comfortable. So I think if you are of the [00:22:00] belief that people aren’t going to appreciate your perspective or your, you know, beliefs or your point of view, then you know those aren’t the people that are meant to follow you or be a part of your, your journey or community. The people that are invested in you will be invested in you every step of the way. Like I have people who read every single newsletter, who come to every one of my Happy Hours events, like anything that I do, listen to every podcast, some, sometimes twice, like, so you just have to focus on, on those people and creating that community around you, cuz that is what will keep you kind of grounded, uh, as you continue to grow.
Eric Brotman: I, I read investment news every week, um, and I’ve gotten to know some of the reporters, some of the others, um, there and have, have been interviewed and so forth. It is very buttoned up. It is extremely conservative.
Nicole Casperson: Yes.
Eric Brotman: Um, and I don’t mean politically conservative. I, I mean in content conservative. Um,
Nicole Casperson: yeah, for sure.
Eric Brotman: And, and so, you know, for you to… and I’m gonna use the word because it’s the theme of our show, but for you to [00:23:00] graduate, I mean, you sort of retired from, from traditional journalism and graduated into Nicole 2.0, which is absolutely awesome.
Nicole Casperson: Thank you.
Eric Brotman: So I have to ask you, what, what, what do you wanna be when you grow up? What’s Nicole 3.0 look like? Is it, is it even too soon to tell since you’re barely a year old? What’s, what’s, what’s, you know, what would you like to be and do and accomplish, um, in the next chapter of your, of your journey?
Nicole Casperson: Mm, mm-hmm. Yeah, I, you know, I think about it a lot and for me it’s about creating like this content empire, if you will, that is
Eric Brotman: mm-hmm.
Nicole Casperson: you know, filled with other women journalists, other women in the industry, and, you know, kind of creating that, uh, just that powerhouse what the FinTech platform that is that safe space for women and different types of people to share their stories, get heard, [00:24:00] um, you know, have the connections that they maybe never had an opportunity before because no one gave them the time of day. So that for me, is what I want, what the FinTech to be, what I create to be, um, if I can help influence the next generation of journalists to, you know, wanna come to the business, to business, uh, media realm… then, you know, I’ll have, I think I could maybe retire.
Eric Brotman: Okay.
Nicole Casperson: Uh, I don’t ever wanna retire. But yeah, that’s kinda what I wanna graduate, uh, into next is, is building out the platform so that there are, it’s more than just me, right? So that there are more women telling the stories of other women in this industry and then creating that flywheel or snowball effect so we can really continue to create some real change.
Eric Brotman: Nicole, you used the word “empire”. I love that because that is, that is not a small thing. Empire um, empire means that, that, you know, to [00:25:00] be a catalyst for real change and to sort of take over a space and, uh, my money’s on you. I have no doubt.
Nicole Casperson: Thank you.
Eric Brotman: I have no doubt at all. It’s gonna be fun to watch you from the periphery and, uh, I’d be happy to, uh, to mix some of my vegetables with yours sometime, we’ll make a salad. Uh,
Nicole Casperson: Seriously, some vegetable content. Veggies are good, man. You just gotta grill ’em, You know, put some butter on there.
Eric Brotman: It’s… now you’re making me hungry. All right. So, but it, it’s, I think it’s, it’s important not only to hear the different voices and different opinions, but to have dialogue and maybe debate that’s civilized and healthy and professional and not vitriol.
Nicole Casperson: Exactly.
Eric Brotman: You know, there’s a lot of that in this world that we could do without.
Nicole Casperson: Well, exactly, and for me, the content has never been about being cynical. It’s never been about wagging my finger at an industry like “you could do better!” It’s always been about being aspirational. It’s always been about what are the action items that you can take. I never write a story without action [00:26:00] items like I want you to read the history and the realities of the industry. Read the stats, read the personal experiences of the people I interview and my thoughts. But then see the action items that you can take right now as a leader, as an operator, as an investor. Well, whoever you are reading my content and there’s stuff you can do every single day to make a difference in every single day to to, you know, be a part of the real innovation of this industry, which will be to, you know, make it more like the rest of the world, like to make it actually representative of our demographics, uh, that are out there. So that’s how you present the vegetables a little bit without it being so cynical. Anyone can be cynical. It’s hard to be aspirational. It’s hard to say, “You know what, let’s do it differently. And, and we can, and like, let’s have some fun while we do it. Why not?” That’s why the content is meant to be fun. It’s not, yeah, and it’s meant to include everyone. [00:27:00] White, male, non-binary, women…. largely women. I do cater to that audience a lot, but….
Eric Brotman: You have me fired up and ready to run through a wall, like, “put me in coach, I’m doing this!”
Nicole Casperson: Exactly.
Eric Brotman: So, so, and for you to say that you don’t ever write anything without an action item, actually tees up the most important question if there is such a thing today, because we don’t believe in homework. My, my poor kid, my seventh grader has more homework than I did in 10th grade and she’s in seventh grade, so, my gosh. But nobody likes homework, but we love extra credit. And so the extra credit today can be that actionable. What can our audience who spend a half an hour with the two of us today opining about the industry in lots of different ways? What is the, what is the extra credit assignment? What’s the action item? The takeaway today that people can go do right now to, to either learn more or become more or be more aspirational, however you’d like ’em to be?
Nicole Casperson: Yeah. I would say, um, before I plug some of my things, self [00:28:00] reflection and maybe taking a look at the team around you. Um, you know, look, look at what your inner circle looks like. If a lot of it looks the same, I would highly encourage you to maybe step outta your comfort zone and find some new folks to join the community or put yourself out there so that you’re constantly learning from different types of people, because that’s how you’re gonna be a better leader. That’s how you’re gonna be a better financial advisor, planner, wealth manager, investor, whoever you are; is by always being like a sponge that gets to listen to all these different perspectives and then you get to self reflect and make your own. So that’s action item one. But to learn more about how to do that action item one, you can sign up for my newsletter. It’s called “What the FinTech?” spelled “WTFinTech?” And, uh, you can sign up on workweek.com. You’ll see like a little floating head of my, of me there. Um, and if you click on that, you can sign up. Um, I would also just sharing. I think my [00:29:00] content is incredibly helpful. Uh, coming to my events. I host events called FinTech is Fem and I, the title may, may be a little bit misleading, but I love when men show up to, to that event because it is an all female speaker faculty of women in FinTech sharing their stories. And I think that everyone should hear those, uh, regardless of how you identify, because that’s how we make our community stronger. And so showing up to my events, sharing them with people that you know, and, um, you know, tuning into the podcast. My podcast is called Humans of FinTech. You can find it anywhere you get your podcasts.
And I interview largely, you know, women and, uh, underrepresented folks and about the, the things that they’re building. And a lot of it’s a philosophical talk, there it is, about, uh, you know, what was it about their backgrounds, maybe some trauma that they’ve experienced that has led them to create what they have created.
Eric Brotman: Nicole, you’ve been an amazing guest. You actually stole my [00:30:00] thunder. I was gonna ask how our audience could engage with you, but I let you go cuz you were on a roll. Um, and, and I, I do want our, I want our audience to check out some of your work because I think it’s impactful. I think you’ve interviewed some
Nicole Casperson: thank you
Eric Brotman: really amazing folks from different walks of life, which is absolutely what I consider this to have been for me this morning. So, uh, thank you for being here on Don’t Retire, Graduate. I wish you amazing success in your empire building. Uh, and like I said, my money’s on you and if I ever get a chance, are your events, are your events all in New York?
Nicole Casperson: Uh, not all of them actually, I have yet to announce my FinTech is Fem for the end of the year, but it is in November and it will be in San Francisco. So we’re taking it to the road, on the road.
Eric Brotman: Excellent. Well if you make it to the Baltimore /DC area, we will, we will make sure we drum up some, some earbuds and some attendance for you cuz that would be fun. And I’d love to, I’d love to get a chance to meet you in person as well. So, uh, thank you Nicole Casperson you are a rockstar and this was a great show and I thank you for being here. I’d [00:31:00] like to thank all of you for listening and for watching. We’d love to hear from you, so please send us a message, Leave us comments at dontretiregraduate.com or on social media or leave ratings and reviews on your favorite podcast platform.
If you enjoyed the show, share it with family and friends so they can join you in your journey to financial freedom. We’ll be back next week with another installment of Office Hours and in two weeks with another engaging guest. For now, this is your host, Eric Brotman, reminding you Don’t Retire, Graduate.
Graduate is part of the Evergreen Podcast Network.
Narrator: Securities offered through Kestra Investment Services, LLC. Kestra IS member FINRA, SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC. Kestra AS, an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial or any other entity discussed.