34 minutes | Feb 22, 2021

Maxing Out Savings Decisions - Ep 05

On episode 5 of Decision Dialogues, Mark Willoughby and Jennifer Faherty talk to Gary Zimmerman, who founded MaxMyInterest.com, an intelligent cash management solution. They discuss Gary's decision to leave his career as an investment advisor to found Max My Interest—from noticing the problem, to “de-risking” his business plan, figuring out the technological and security challenges, and the support he had from his wife. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues.
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