Capital Hacking

In this episode of Capital Hacking, hosts Josh McCallen and John Edwin welcome Dane Czaplicki, the founder of Members Wealth. Dane shares his unconventional path from vet school at the University of Pennsylvania to a successful career in wealth management. He explains his initial interest in finance, which was sparked by interactions with financial professionals during his time working in a restaurant. Dane discusses the comprehensive advisory services he offers, combining tax, estate, and investment planning for high-net-worth families. He emphasizes the importance of continual learning, recommending introductory finance books like 'Rich Dad Poor Dad'. The conversation also touches on current investment strategies, the impact of political events on the markets, and Dane's cautious perspective on Bitcoin.Ultimate Show Notes:00:43 Meet Dane Czaplicki: From Vet School to Wealth Management02:15 Dane's Journey into Finance04:37 Building a Career in Wealth Management08:00 Investment Strategies