Financial literacy for musicians.

Year: 2024 Page 2 of 6

Ep. 77: Chess master shows you a better way to invest

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Rubin Miller is the Founder & Chief Investment Officer of Peltoma Capital Partners. He and his wife Emily, and their daughter Olive Rae, live in Austin, TX. He has nearly 20 years of investment experience, starting as a commodities and fixed income trader at The Chicago Board of Trade, then as a Regional Director at Dimensional Fund Advisors, and most recently as a Partner, Senior Financial Advisor and Chief Investment Officer at Perspective Wealth Partners.

Rubin founded Peltoma Capital Partners, in 2023, to help show people that there’s a better way to invest. In addition to being a Forbes contributor, he is the acclaimed writer of the Fortunes & Frictions blog, which has readers in over 125 countries and has earned praise from individuals like Josh Brown (CNBC) and Jason Zweig (WSJ). He’s recognized as someone who can demystify complicated investment ideas, and takes the time to ensure investors are aligned on the core ideas of what’s being implemented on their behalf.

Rubin is a relentless advocate for financial literacy, and a founding committee member of the USC Financial Literacy Festival, which had over 1,000 attendees in its inaugural 2022 event. Most recently he spoke at SXSW in Austin, TX, and at the 2023 Private Wealth Management Summit in San Diego, CA.

He graduated from Kenyon College, and received an MBA in Finance from the University of Southern California (USC). Rubin earned the National Chess Master title at age 15. He is a CFA charter holder.

The music industry guide to making sound financial decisions

Money trees is the perfect place for shade.

Kendrick Lamar

Listen on: Apple – Spotify – Soundcloud

A sustainable music business requires a stable personal financial plan.

This guide will review how to make sound financial decisions including:

  • Cash flow
  • Insurance
  • Taxes
  • Investing
  • Retirement
  • Estate planning

Ep. 75: Financial literacy expert explains credit

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Lilly Chu worked at the Better Business Bureau Education Foundation in Houston teaching financial literacy to young adults and educating the public on consumer scams for 20 years. She holds a master’s degree in social work and has worked in the non-profit sector since 1995. Prior to becoming a social worker, Lilly was a freelance fashion and commercial photographer for 15 years.

In 2002, she co-founded “FireSeeds,” a non-profit organization dedicated to giving underdeveloped communities a “hand up” to independence. She launched an asset building program in Kampala, Uganda providing financial literacy education, training, and direct support to impoverished womenand orphans, frequently traveling to East Africa to work directly with local leaders and project participants. She continues to work in the non-profit arena enhancing lives through cooperative partnerships.

Ep. 74: Music industry expert pioneers the mindset movement

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Having marketed, mentored and developed over a thousand artists and projects within the highest levels of the music industry, R Wayne Martin is the prolific strategic executive behind the careers of recording artists and music producers signed to his boutique management firm, mthree.

And as the host of the Small Plates Podcast (with subscribers in nearly 40 countries), he is the artist development authority that guides independent artists and their teams through mission critical challenges facing todays professional musicians (and musicians as entrepreneurs).

Wayne’s experience and expertise was honed as an artist development leader in multiple key roles inside major and independent labels (Warner Bros, Sony Music, Knitting Factory & others) and as an executive managing intellectual property licensing for music publishers and music industry organizations (The Harry Fox Agency / National Music Publishers Association).  

Martin often shares his voice with music entrepreneurs on college campuses such as Harvard Law, NYU, and Berklee School of Music, and as a career development expert in the pages oof Billboard, Forbes, The Wall Street Journal, and others.

Ep. 73: Seasoned music professional balances business and creativity

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With a prosperous career spanning over 25 years, Neil Mason is a seasoned artist, manager, and record label founder in the music industry.

Neil’s musical journey includes being a part of three bands that have secured major label record deals, performed globally, and played over 2,500 shows to audiences in the millions.

Neil’s multifaceted involvement in the music industry extends to writing, managing, publishing, and producing songs that have collectively garnered over 1 billion streams.

His current band, The Cadillac Three, has released six albums.

In 2016, he launched Badlands Management, an independent management company that aims to guide artists toward their goals in the music business.

The artists he works with have been streamed over 600 million times and have toured with artists such as Luke Combs, Miranda Lambert, Eric Church, Morgan Wallen, and many more.

In 2023, Badlands Management began working in partnership with Red Light Management.

Recently, he co-founded War Buddha Records, a joint venture with Warner Records.

With experience in the creative and business sides of the industry, Neil is passionate about helping other artists and music industry professionals solve their challenges to build the careers they envision.

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