S4 Ep3 | David O’Leary and John from Burlington: One of these guys is going to change the world

Because Money Podcast

You don’t want to miss the story of how David O’Leary started out as an English Literature major, got into the market as a newbie leveraged investor just before the 2000 tech bubble burst, went bankrupt and became a fund analyst at Morningstar, met his wife, decided to change the world, and started a financial planning company. You really, really don’t. Trust us. 1: 20 - David’s Origin Story 7:55 - What David learned by being going bankrupt at 22 10: 51 How to protect yourself against a market crash 17:25 - Chris talks about his therapist 24:50 - Why John from Burlington won’t beat the market 29:49 - Is the bad advice that come from banks the employee’s fault? 39:50 - How to financially plan based on the causes and values you support 48:00 - What is impact investing?