An Actuary’s Musings on Life & Financial Independence – Sumit Ramani
In this episode, I have an in-depth conversation with Sumit Ramani – an actuary by training and the co-founder of “Protect Me Well.” In a touching homage to his parents during the interview, Sumit shares his unique journey to becoming an expert in the field of finance. We talk about how traditional finance training intersected with personal passion as he carved out his career.
In this episode, we explore Sumit’s thoughts and experiences, including:
- • The journey from actuarial science to launching a purpose-driven startup.
- • How “Protect Me Well” is demystifying financial planning for everyday people.
- • The role of discipline vs intelligence in building long-term success.
- • Lessons from his parents that shaped his values and career approach.
- • Why financial independence is about more than just money.
- • The intersection of actuarial thinking and meaningful living.
For anyone interested in financial freedom or hearing the perspective of an actuary on life’s risks and rewards, this episode is packed with thoughtful takeaways.
Links & Resources:
• Protect Me Well – (Sumit Ramani’s financial planning startup)
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