How to Start Your Financial Journey with No Experience with Greg

Where Does Your Money Go? Where Does It Come From?

In today’s episode, we will speak to Greg Rozdeba the co-founder of Dundas Life (a life insurance company).

Before starting his company, Greg worked with financial advisors, wealth/insurance intermediary companies, and insurance companies for 5 years. In addition, he is very passionate about tech and this will show during the conversation.

advice life insurance Dundas life

We will discuss his financial journey from when he started his career, the common money struggles his friends were facing and how he helped them get on the right path, and finally, we will divert to a more “market and industry talk” on his thoughts on the potential of Blockchain Technology.

Listen here:

…or listen on Apple Podcasts

This episode is for you if you know you need to improve your money game but you are not sure about how and where to actually start.

Key Takeaways:

  • Money struggles? Ask yourself those questions:
    • Where does my money go every month?
    • Where does it come from?
  • Expectations: Understand in terms of money what you need to live and what is frivolous, it is not so fun but this is needed. When you make an effort to pay attention to your budget, you start to make more conscious choices and you will end up saving good amounts of money. And that money can in turn help your investment accounts grow. Beautiful, isn’t it?
  • Getting started with investing is more important than pondering about the minimum fees or the right account, it’s all about the habit of putting money aside every month consistently.
  • If you are interested in investing in a particular industry it might be cheaper and less risky to buy a collection of company shares through an industry ETF rather than the individual company shares.
  • European countries really cannot be put under one umbrella when it comes to money: Every country has a different approach to money and investing. So yes, let me know if it is common practice to go to a financial advisor and I’ll be curious to know how people invest in your country 🧐!

Who is Greg?

Gregory Rozdeba is a Sales Director specializing in insurtech and wealthtech firms. He has consulted multiple seven-figure fintech businesses and founded Dundas Life, which is transforming how Canadians buy insurance.
Gregory served as Director of Sales at a Toronto-based insurtech firm where he took the company from no product to raising over $7.6M+ in venture capital to transform the prospect to the policy process in the insurance industry.
After leaving the corporate world, Gregory has taken up cycling and in-depth study of Ancient Rome. He advises business leaders and enjoys helping salespeople refine their process.

 

Greg Rozdeba Dundaslife Insurtech
Greg Rozdeba

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