Episode 2: Rebuilding Personal Finance for the Next Generation

What if the financial advice reserved for the ultra-wealthy was available to everyone? That's not a hypothetical for our first guest, Chloe Sara Barroukh - it's what they're actively building. In this episode, the hosts sit down with the founder and Chief Innovation Officer of The Zillennial Advisors, Chloe, who spent years inside JP Morgan's Private Bank and Nuveen learning exactly how the wealthy manage their money — and then left to make sure everyday people could access the same tools. In this episode, Chloe talks about the gap they saw in the field and what democratizing financial access actually looks like in practice. Chloe's approach to impact is one of the most refreshing we've heard: it's not about who you screen out. It's about who you finally let in. Through their work, Chloe is dedicated to empowering the next generation with tools that foster financial stability and growth and we are so excited to have them on the podcast!