Money Chronicles
“I got scammed before the age of 5” The Money Chronicles of Matt Morris
Summary
In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Matt Morris, the co-founder and CEO of EncorEstate Plans.
We discuss Matt's journey into the financial services industry and his passion for helping advisors. Matt shares his first memories of money, including being scammed by his older sister and learning the value of saving.
He also talks about his experience at Riskalyze and his biggest money mistake, which occurred during the 2008 housing market crash. Despite the challenges, Matt's experiences have shaped his success and his ability to help others and he's sharing it all in today's episode.
Key Takeaways
- Matt's first memories of money are pretty unique – they include being scammed by his older sister before he could even read.
- Matt's experience at Riskalyze and his involvement in the 2008 housing market crash shaped his understanding of risk and investing (for the better).
- Despite his biggest money mistake during the 2008 crash, Matt's experiences have ultimately led to his current success and ability to help others.
Chapters
00:00 Journey into Financial Services and Passion for Advisors
06:34 Entrepreneurship and Early Jobs
10:36 The 2008 Housing Market Crash
Summary
In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Matt Morris, the co-founder and CEO of EncorEstate Plans.
We discuss Matt's journey into the financial services industry and his passion for helping advisors. Matt shares his first memories of money, including being scammed by his older sister and learning the value of saving.
He also talks about his experience at Riskalyze and his biggest money mistake, which occurred during the 2008 housing market crash. Despite the challenges, Matt's experiences have shaped his success and his ability to help others and he's sharing it all in today's episode.
Key Takeaways
- Matt's first memories of money are pretty unique – they include being scammed by his older sister before he could even read.
- Matt's experience at Riskalyze and his involvement in the 2008 housing market crash shaped his understanding of risk and investing (for the better).
- Despite his biggest money mistake during the 2008 crash, Matt's experiences have ultimately led to his current success and ability to help others.
Chapters
00:00 Journey into Financial Services and Passion for Advisors
06:34 Entrepreneurship and Early Jobs
10:36 The 2008 Housing Market Crash