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Newsweek
a day ago
- Business
- Newsweek
Millennial Woman Was Always a 'Finance Nerd'—by Her Mid-30s She'd Retired
Based on facts, either observed and verified firsthand by the reporter, or reported and verified from knowledgeable sources. Newsweek AI is in beta. Translations may contain inaccuracies—please refer to the original content. For one self-described "finance nerd," crunching numbers did not just build wealth—it unlocked the coveted path to early retirement. Jumoke, a former investment banker based in London, England, retired in her early 30s and now lives in part off passive income from her investments. "I retired from my 9-5 in my 30s and now I live off my investments," she told viewers online in a YouTube video from February. "How would you like to wake up every morning knowing that your bills and lifestyle are completely funded, not by your 9-5 salary, but by passive income?" The 16-minute video has triggered a wave of support and discussion among viewers, with many praising her clear breakdown of financial concepts and her practical walk-through of building $1,000 per month in dividend income. She told Newsweek that she used the platform since rejoining social media via YouTube in 2023—having left all social platforms in 2017—not to flaunt her success but to unpack the habits and knowledge that enabled her to achieve financial independence early in life. "I became an early 9-5 retiree before the age of 40 or said differently, I became work-optional before 40," Jumoke, who would prefer to keep her full identity private, told Newsweek. "I hold the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, two of the top accreditations in my industry." From left: Jumoke poses for a professional headshot; and speaks in a YouTube video. From left: Jumoke poses for a professional headshot; and speaks in a YouTube video. @JumokeMi Jumoke, now in her late 30s, began her journey in the high-stakes world of global finance. She worked for one of the top investment banks in the world, advising wealthy clients and institutions across Europe, the Middle East and Africa. But despite the prestige of her job, and how much she enjoyed working with her clients, she quietly built an investment portfolio designed to generate consistent cash flow and long-term independence from the rat race. What pushed her to start sharing her knowledge online was not a career pivot—but the pandemic. "I took the knowledge and experience I had in investing for granted because I assumed most people were aware of good money and wealth building habits and investments in general," she said. "But during the pandemic, my perspective significantly changed. "Financial markets were extremely volatile but they also presented a once in a lifetime wealth building opportunity." The market volatility in 2020 drew friends to her with questions about how to secure their finances. Realizing that most people lacked foundational financial education, she launched her YouTube channel JUMOKE MI - FINANCE NERD, under the handle @JumokeMi, with a mission to teach the basics of wealth building in a digestible, authentic way. And building passive income is a lot more accessible than it has ever been thanks to the internet, access to finance and other tools required "The 'finance nerd' part comes from my healthy obsession with studying and investments," she said. "My aim is to provide financial education that sadly is not taught in school. "I loved my job and my clients and didn't leave because I hated it, on the contrary, a six-month travel hiatus turned into years-long, and now, I am absolutely enjoying living fully on my own terms and schedule." Breaking Down Dividends Central to Jumoke's approach is dividend investing. Dividends are payments made by companies to their shareholders, often on a quarterly basis, as a way to distribute profits. For those aiming to fund a lifestyle without a salary, value or dividend-paying stocks can offer a stable source of income—if approached correctly. "The key is to find strong and reliable dividend-paying companies that can help you build a consistent or steady cash flow," she explained in the video. She walked viewers through concepts like dividend yield—the annual dividend income as a percentage of the stock's price—and demonstrated how to calculate projected income based on different investment scenarios. Jumoke emphasized targeting stocks with a proven track record of paying and increasing dividends. "The recommendation is to look out for stocks that have a very strong track record of paying consistent and growing dividends," she said, adding that she invests in a combination of growth and value stocks. The idea for her video came during a conversation with a friend, a well-paid corporate lawyer based in London who asked how she managed her finances in retirement. The contrast between their experiences prompted her to share her story publicly. "She struggles to save monthly, not to talk of investing, even on her high salary," Jumoke said. "It dawned on me that more people could benefit from how I quietly did things over the years. "So I took to YouTube to introduce dividend investing to my audience and explain how I part fund my lifestyle through dividends and income from other assets." Her video has racked up more than 540,000 views to date, inspiring thousands by demystifying how dividend investing can supplement, or even replace, traditional income. "People often think of retirement in an outdated, archaic manner," she said. "Retirement has changed and for the better, and it is now about freedom to pursue passion or just live, travel, rediscover and enjoy the beauty that the world has to offer. "I want to empower people to believe that it is possible for a regular individual to achieve financial liberation before 65 and that they don't need to be on a six figure salary to attain that financial freedom." Jumoke's story challenges long-standing myths about money—that financial freedom is only for the rich or that early retirement is only for tech entrepreneurs. "Some people view wealth building as an activity for the rich without realizing that you are a sum of all decisions you've made in the past, and your future will be a sum of decisions you make from today," she said. "It is not an easy journey but it is doable. "And building passive income is a lot more accessible than it has ever been thanks to the internet, access to finance and other tools required." Though her approach has reached a large audience, her goal was never followers or internet fame. "I did not share my journey with the intent of going viral," she said. "I thought: if 100 people watch this and 10 people start building investment income as a result, I'm happy." What drives her is a simple promise to her audience: "Every video has one singular objective: For viewers to leave saying—I feel smarter because I learned something new or that was a good reminder to pursue financial freedom." Do you have a monetary dilemma? Let us know via life@ We can ask experts for advice, and your story could be featured on Newsweek.
Business Wire
05-06-2025
- Business
- Business Wire
Meketa Investment Group Welcomes New Shareholder
BOSTON--(BUSINESS WIRE)--Meketa Investment Group ('Meketa'), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include one new shareholder. Matt Curran, CFA, CAIA, has joined the firm's ownership group, recognizing his significant contributions to Meketa's research and consulting work. With employee ownership of over 70 shareholders, Meketa continues its growth trajectory. Curran is a Research Consultant on Meketa's Public Markets Manager Research team, where he plays a key role in the evaluation and selection of equity investment managers. He joined Meketa in 2017 and has since supported the firm's consultants in delivering manager research insights to clients. Matt holds a Bachelor of Arts in Biology from the College of the Holy Cross and is both a Chartered Financial Analyst® (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder. 'Two of our values focus on growth and culture,' said Peter Woolley, Managing Principal and Co-Chief Executive Officer at Meketa. 'Matt becoming a shareholder reinforces both these critical values, as we support the growth of resources and foster an environment in which employees thrive.' 'Matt's elevation to shareholder reflects the dedication and insight he brings to our manager research platform,' said Hayley Tran, CFA, CAIA, Head of Global Equity Research. 'His thoughtful approach to equity manager selection has helped strengthen our recommendations and, ultimately, our client portfolios.' Meketa remains committed to providing independent advice and customized investment solutions for clients across the public and private sectors, endowments and foundations, and other institutional investors. Meketa serves as a true partner, fostering deep relationships to understand each client's distinct mission and goals, and delivering best-in-class advice, support, and execution to help them achieve their investment objectives. About Meketa Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, the firm serves institutional investors in nondiscretionary and discretionary capacities. Meketa's collective client assets under advisement represent approximately $2.3 trillion as of December 31, 2024. For more information, please visit
Yahoo
03-03-2025
- Business
- Yahoo
Financial Gravity Welcomes New Family Office Directors Lauren Fischer and Dave Fischer
AUSTIN, TX / / March 3, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity") Gravity welcomes Lauren Fischer and David Fischer aboard as new Family Office Directors. Lauren Fischer is an experienced finance executive with over a decade of experience in investing and financial planning spaces. As a Financial Planner, she is relentlessly committed to excellence in helping clients achieve their financial goals. Lauren began her finance career with SALI Fund Services, a turnkey platform for creating and administrating Insurance Dedicated Funds. Her clients at SALI included boutique hedge funds and some of the largest wealth management institutions in the world. Lauren then joined Artemis Capital Management, a quantitative long volatility hedge fund where she earned the Chartered Alternative Investment Analyst℠ certification. She was the Director of Operations and CCO of Artemis, working with both individual and institutional investors, alike. After seeking a career change, she joined Grace Capital Management as a Financial Planner, earning the CERTIFIED FINANCIAL PLANNER™ designation in 2024. Throughout her career, she has developed a passion for helping others achieve their goals and a reputation for excellence in every aspect of her work. Lauren graduated from Texas A&M University with a Bachelor's Degree in International Studies with a minor in Communication. Dave Fischer is an experienced Financial Planner passionate about helping people achieve their financial goals. Dave strives to provide a holistic, client-first financial planning approach that gives people precise solutions and peace of mind for their unique financial picture. Dave began his career as a Financial Planner with 49 Financial as part of AXA Advisors. During his time with 49 Financial, Dave cultivated his passion for finance and his commitment to his clients, always striving to put their needs first. Dave went on to join Grace Capital Management, where he worked as a Financial Advisor for over 5 years and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021. Dave graduated from Texas A&M University with a Bachelor's Degree in Management Information Systems from the prestigious Mays Business School. Lauren and Dave are co-founders of Team Fischer Financial. As Family Office Directors, Lauren and David are responsible for prescribing advanced tax solutions and ensuring their network of partners fill those solutions with fidelity to their plans. They rely on the experts at Financial Gravity, Inc., a true partner -- not just a vendor -- who help them deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management. Lauren shared, "Nothing matters more to me as a financial planner than the success of my clients. Dave and I have built our business around creating the best possible service and advice for our clients, and Financial Gravity is the perfect platform to continue to build and improve on our current offerings. Each person's financial universe encompasses multiple parts: investments, tax, retirement, estate, and philanthropy, among others; and quality financial advice takes every piece into consideration. We believe Financial Gravity shares this vision, and we are excited to partner with them and leverage the expertise they carry in these areas to help our clients accomplish their goals." Dave explained why he joined Financial Gravity. "Lauren and I have made it our mission to care for clients in the best way possible through devoted service and expertise. The multi-family office model through Financial Gravity will enable a robust expansion of this service and expertise to our clients while honoring the trust that clients have placed in us." Financial Gravity CEO Scott Winters shared, "We are excited to welcome David and Lauren Fischer to the Financial Gravity team as we continue our mission to democratize Family Office services. Their expertise and dedication to integrating multiple financial disciplines align perfectly with our vision of providing comprehensive, conflict-free solutions to clients. Together, we are expanding access to the holistic wealth management strategies that were once reserved for the ultra-wealthy, ensuring more families can benefit from true financial integration and efficiency." About Financial Gravity Companies, Inc. Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help financial services professionals evolve from the commoditized business of tax compliance to a Family Office Director who runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit Forward-Looking Statements This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert, or change any of them and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in this press release should be evaluated together with the many uncertainties that affect Financial Gravity's business, and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise. Contact Details Scott Winters+1 Company Website SOURCE: FINANCIAL GRAVITY COMPANIES, INC. View the original press release on ACCESS Newswire
