Taylor Schulte joins The Intentional Investor to talk about the life experiences that shaped his path from skateboarding and punk rock to financial planning, entrepreneurship, marketing and building a business on his own terms. This conversation explores the people, setbacks and lessons that helped Taylor develop confidence, competitiveness, resilience and a lifelong drive to keep getting better at things that can never be fully mastered.

In this episode of The Intentional Investor, Matt Zeigler sits down with Mat Cashman to explore the path from classical saxophone to options trading, market making, education, and career reinvention. The conversation covers music, perfectionism, teaching, the CBOE trading floor, risk, failure, identity, and what it means to keep learning after life forces you to change direction.

Once upon a time, companies went public to raise money. You’d go on a road show to pitch your story and drum up interest, you'd float a big pile of stock, and then you’re off to the races to go build your company. Turns out, that’s not really the case anymore.

This episode explores the career, mindset, and investing philosophy of Marc Rubinstein, tracing his journey from equity research in the 1990s through the Global Financial Crisis and into his current thinking on markets, optionality, and decision-making. Through personal stories and market insights, the conversation examines how experience, temperament, and historical awareness shape long-term success in investing and life.