Modern Investing with Sidepocket: Investment Strategies and Start-Up Success with Austin McCulloh

In this episode, Austin McCulloh, a former financial advisor turned entrepreneur, shares his journey from navigating the complexities of financial advising to launching Reply Assist, a revolutionary tool aimed at helping financial advisors amplify their practice.

McCulloh’s transition from financial advising to entrepreneurship in the tech space underscores a broader theme: the importance of innovation and adaptation in today’s economic environment.  This conversation not only provides a deep dive into McCulloh’s entrepreneurial journey but also reflects on the broader implications of leveraging technology to enhance financial services.

The podcast doesn’t stop at entrepreneurship. It ventures into personal investment philosophies and how individuals can navigate their financial journey. McCulloh’s approach to investing—favoring business investment and considering angel investing and venture capital post-exit—is particularly thought-provoking. It showcases a perspective on risk, reward, and the multifaceted paths available in the modern investment landscape. This episode embodies the essence of modern investing: the confluence of technology, personal financial growth, and the overarching quest for financial autonomy.

Through McCulloh’s story, listeners gain a unique perspective on embracing technology, understanding investment philosophies, and the importance of innovation in achieving financial success.

Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com