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Cash & Sass™
Are you a female entrepreneur, creator, or business owner who is tired of the traditional, hush-hush attitude around money?
If you're craving real talk about building wealth, fixing profit leaks, and achieving financial clarity without the burnout, the Cash and Sass™ podcast was created for you.
I'm Lisa Marie (aka the "Sassy Wealth Queen"), a Fractional CFO, wealth mentor, and founder of Transcendent Wealth Co. I'm not just a podcast host—I'm a fellow entrepreneur who took my own business from surviving on food stamps to scaling to six figures and beyond. Now, I'm on a mission to help you master the art of making, managing, and multiplying your money.
Each week, we dive into the money conversations you’ve been searching for. On Tuesdays, I go solo to deliver actionable financial strategies. On Thursdays, I’m joined by a squad of powerhouse guests who fearlessly share their stories and expertise on everything from money mindset to cash flow management. No topic is off-limits.
This is your judgment-free zone to finally build a powerful and profitable relationship with your money. If you're ready to break free from the money taboo and have the candid cash-versations™ that lead to real results, buckle up. It’s time to revolutionize your wealth. Let the sassiness begin!
Cash & Sass™
How to manage your investments with confidence - A conversation with Sean Tepper
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Episode Description
In this episode of the Cash and Sass podcast, I, Lisa Marie, chat with Sean Tepper, founder and CEO of Tykr. Sean shares how he transformed an Excel sheet into Tykr, a software helping over 8000 customers manage investments. We discuss his journey from tech to investing, emphasizing the importance of a mathematical approach over emotions. We explore mindset shifts, setting ambitious goals, and treating money as a tool. Sean also highlights growth strategies for Software as a Service businesses, the role of channel partners, and Tykr's mission to empower women in investing. This episode is packed with insights on achieving financial success.
Bullet Points
- Ticker: A software designed to help people manage their investments
- Sean Tepper's journey in creating Ticker and its growth
- The importance of changing one's relationship with money and mindset on financial success
- Setting big goals and reverse engineering them to achieve success
- Taking bigger action and thinking bigger in financial endeavors
- Sean's approach to determining revenue-generating activities for his business
- Growth strategies for a SaaS business
- Empowering women in the investment space
- Ticker's focus on making investing accessible and user-friendly
- The role of user-friendly platforms in making investing accessible to a wider audience
Sean Tepper is the Founder and CEO of Tykr, a software that helps people manage their own investments with confidence. He originally created Tykr as an Excel sheet in 2016 to save time with investing. After four years, he made consistent returns ranging between 15% and 50% per year. In 2019 he started sharing this Excel sheet with other investors and everyone asked “When are you going to turn this into a software to share with others?” Tykr took about one year to build and officially went live in 2020. Today, Tykr has over 8,000 customers in over 50 countries.
Go to https://tykr.com/
Find Sean on https://www.linkedin.com/in/seantepper/
Follow Lisa Marie on your favorite social platform:
Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com