I'm thrilled to welcome the brilliant Amberly Jones on today's episode. Amberly is a powerhouse in the world of finance, currently as Head of Growth at Frec, and she has an incredible journey to share with us today. 

 

We start by diving into Amberly's unique upbringing, shaped by her entrepreneurial parents and her early fascination with personal finance. She shares how moving frequently and having younger siblings grounded her, instilling a sense of independence and a keen interest in wealth-building from a young age. 

 

Her first major role at Realm, a startup focused on helping homeowners make better financial decisions, became a playground for her entrepreneurial spirit and desire to help others be financially educated. Amberly’s journey culminates in her current leadership position at Frec, where she spearheads efforts to educate and provide tools for tax loss harvesting and direct indexing. 

 

She candidly talks about the challenges of educating people on these niche financial strategies and the impact they're making by lowering the barriers to entry for people to take steps toward growing their wealth. Throughout the episode, you'll gain insight into Amberly’s steadfast approach to personal finance, her strategic career decisions, and her passion for making financial literacy accessible to all. 

 

This episode is a must-listen for anyone inspired by the intersection of personal finance, entrepreneurial grit, and impactful leadership. Tune in to learn how Amberly is paving the way for more people to achieve financial freedom and make smarter financial decisions.

Key Topics:

1. How Amberly’s parents piqued her interest in personal finance from a young age
2. Hitting the ground running with an entrepreneurial spirit and a dream
3. The importance of creating the conditions to make your own success
4. Early lessons in budgeting and money management from her father
5. Pivoting from law school aspirations to building and founding startups
6. Amberly’s laser focus on networking and working in college
7. How a mentor changed Amberly’s view on negotiating and asking for what you’re worth
8. Amberly’s start at Realm and surrounding herself with other successful founders
9. How her perspectives on investing and saving have shifted as her career has developed
10. The money conversations Amberly is now having at home with her wife
11. Amberly’s introduction to tax loss harvesting and direct indexing
12. How Frec is working to help educate people on finances and change the way people save money
13. Amberly’s dream of being a founder who focuses on educating women and children for brighter financial futures
14. Embodying more fearlessness and courage in future endeavors

Join Frec to start getting more out of your investments today: https://frec.com/?utm_source=GRT&utm_medium=GRT&utm_id=GRT

 

Connect with Amberly online:

 

Website: https://frec.com/

LinkedIn: https://www.linkedin.com/in/amberly-jones-247461a4/

https://www.linkedin.com/company/frecfinance/

Find more from Syama Bunten:

 

Instagram: @syama.co, @gettingrichpod

Website: https://syamabunten.com/

Download Syama's Guide to Getting Rich: www.syamabunten.com 

Women & Wealth Catalyst Summit: https://women.win/

Big Delta Capital: www.bigdeltacapital.com