1120: BUILDING WEALTH within diverse portfolios GUIDED BY AI w/ Eugene Yashin
What if investing wasn’t confusing or intimidating, and instead it was simple, smart, and accessible? Eugene Yashin is on a mission to make that a reality through Holistico, a revolutionary platform that brings Wall Street-grade financial tools and AI insights to everyday investors. With over 20 years of experience as a portfolio manager and the founder of Signet Financial (a $1B+ advisory firm), Eugene shares his journey from managing billions to building technology that empowers individuals to build wealth with confidence.
In this episode, Eugene reveals how AI is transforming finance, the psychology behind smart investing, and why long-term wealth building beats chasing quick wins – especially for entrepreneurs.
💡 What You’ll Take Away For YOUR Business
- 📈 Why financial literacy is a non-negotiable for entrepreneurs—and how to build it
- 🧠 How to avoid emotional investing and make smarter money decisions
- 🤖 How Holistico uses AI to simplify complex investing strategies (even for non-finance people)
- 💼 Why long-term wealth building is essential (and often overlooked) for entrepreneurs
- 💡 What the “Magnificent Seven” stocks can teach us about diversification & risk
- 🔧 How to use tech & data to spot red flags in your business (or portfolio)
- 📊 The power of forecasting, tonality analysis, and behavioral cues in financial decision-making
📝 About the Guest
Eugene Yashin is a veteran portfolio manager, fintech founder, and the brains behind Holistico—a cutting-edge AI-powered wealth-building platform for individuals and advisors. With over two decades in the investment industry and leadership of a $1B+ advisory firm, Eugene combines deep financial expertise with an entrepreneurial spirit. His passion lies in translating complex financial models into simple, actionable insights for everyday people—bringing Wall Street to Main Street.
🎯 Guest’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs
“Follow your passion, do what you’re good at—and most importantly, enjoy what you’re doing.”
💡 Key Takeaways:
- ✅ You’re already choosing independence by being an entrepreneur—lean into work that excites you
- ✅ Passion fuels perseverance through the highs and lows of building a business
- ✅ Sustainable success comes from alignment between what you love and what you’re building
📢 Memorable Quotes
“Those boring long-term concepts? They’re not boring at all when they make you rich in the long run.” – Eugene Yashin
“Entrepreneurs often forget—your business is not your retirement plan. Diversify your wealth.” – Eugene Yashin
“AI gives us the power to decode what people don’t say… like a CEO’s tone during earnings calls.” – Eugene Yashin
💡 Actionable Takeaways
- ✅ Start investing early—even a small percentage of your business profits can build serious wealth
- ✅ Use tools like Holistico to remove emotion from your investment decisions
- ✅ Don’t fall for hype—evaluate investments through long-term fundamentals, not FOMO
- ✅ Rein in risk: diversify your wealth beyond your business or startup
- ✅ Ask better financial questions, and let AI tools like Holi give you clearer answers
🔗 Links & Resources
