Jesse shares an exciting new career update. And to celebrate 150 episodes, we're doing a unique AMA episode.
Looking for a financial planner? → PlanWithJesse.com
First, Jesse shares an exciting new career update. He has joined a new financial planning firm - as an advisor and an owner. The new firm, Rialto, is focused on serving people JUST like those who read *The Best Interest* and listen to Personal Finance for Long-Term Investors.
Justin Peters takes the microphone around and asks Jesse the questions listeners have been sending in for months—the ones that don't quite fit into a traditional personal finance show. From career changes and family life to engineering, hiking, favorite books, pizza toppings, and what's next for the podcast, you'll get to know the person behind Personal Finance for Long-Term Investors. Along the way, Jesse also shares lessons from leaving aerospace engineering to become a financial planner, why he chose advising over becoming a full-time content creator, how he thinks about risk in his own life, and why long-term thinking extends far beyond investing.
Key Takeaways:
• The biggest piece of financial advice he would give differently today.
• Growing up in rural New York and why Rochester still feels like home.
• How the University of Rochester shaped Jesse's confidence and career.
• Why Jesse chose financial planning over becoming a full-time content creator.
• Favorite travel destinations, books, movies, and hiking adventures.
• A preview of a potential new podcast format featuring real listener financial case studies.
Key Timestamps:
(01:34) – Jesse's New Chapter
(04:43) – Leading with Financial Planning
(07:58) – Who Are Jesse's Ideal Clients?
(10:29) – Celebrating 150 Episodes
(12:23) – Who's on Your Team?
(13:50) – What Are Jesse's Frivolous Purchases?
(15:06) – When Will Jesse Be Financially Independent?
(18:06) – What's the Worst Financial Advice Jesse's Given?
(20:29) – Would Jesse Ever Leave Rochester?
(22:35) – What's Jesse's Family Situation?
(27:24) – University, Squash, and Effort
(32:32) – Space Telescopes, Engineering, and Results
(37:28) – Starting The Best Interest Blog and Becoming a Financial Planner
(43:03) – Why Not Just Be a Content Creator?
(45:33) – Making a Career Change
(50:43) – Travel
(53:14) – Books and Movies
(56:55) – 46 Peaks
(59:00) – Jesse's Pizza Philosophy
(01:00:36) – What's Next for the Podcast?
Key Topics Discussed:
The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques
Mentions:
Website: https://rialtowealth.com/
LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/
Mentions:
Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy by Burton G. Malkiel
https://libbyapp.com/
https://www.harpercollins.com/blogs/authors/chris-crutcher
https://bestinterest.blog/e123/
https://finconexpo.com/
More of The Best Interest:
Check out the Best Interest Blog at https://bestinterest.blog/
Contact me at jesse@bestinterest.blog
Need a financial planner? → PlanWithJesse.com
The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
