Money Isn't Everything

Why Saving Isn’t Enough Anymore

Mary Wisniewski & Cornerstone Advisors Season 3 Episode 4

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0:00 | 39:22

Financial advice hasn’t changed too much, but how people learn and build wealth has. Ronnie Green, CEO and co-founder of AlgoPear, talks about what’s different now in engaging younger consumers, how agentic AI is reshaping the space and where credit unions may be falling behind.

Show notes:

 

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Chapters
[00:00] Intro
[00:35] From Living in His Car to Starting Over
[01:30] Learning How to Invest From Scratch
[03:47] Turning $5K Into $100K
[05:07] The Mindset That Changed Everything
[07:18] Why Saving Isn’t Enough
[10:01] Fixing Financial Education for Gen Z
[11:30] How AlgoPear Engages Young Users
[13:25] AI in Finance: Hype vs Reality
[16:13] Why Messy Data Kills Innovation
[20:17] Building Faster With AI
[31:33] TikTok & The Future of Learning

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