Celebrating 25 Years of Financial Planning with Matt Schulte

In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our guest as he celebrates his 25th year at the company. Matt shares insights into the early days of eMoney, his early career, the company's growth, and its eventual impact on the industry. From his beginnings working in insurance to becoming a key player in financial technology, the conversation captures both his and the company's unique path and the innovations that have shaped how financial planners interact with clients and discuss money.  

Learn more about the origins of eMoney as Matt describes his career trajectory, the early years of the company and key decisions that shaped eMoney's growth. Having joined the startup as one of seven original employees in 2000, Matt initially committed to a three-year stint, unaware he would help build a company that would redefine financial planning for decades.