All Episodes

January 29, 2019 43 mins

Summary:

Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo. CacheFlo is a fintech company focused on giving advisors and clients what they need to manage their cash flows. Built off of psychological proof and Stephanie’s experience helping people manage money, CacheFlo is a real-world approach to helping people change their habits with money and manage their spend holistically.


Show Notes:

● 0:45 - CacheFlo is a tech company focused on providing expert level advice and tools to companies to inform them about their cash flow

● 2:51 - The principles Stephanie used to create CacheFlo

● 3:30 - People make good money but didn’t know where the money was going

● 3:45 - The technology Stephanie created gives her clients tools to alter their behavior and create good habits when it comes to money and their cash flow

● 4:45 - How to change the way people spend money

● 6:42 - Why Stephanie decided to create software

● 11:00 - The customer and advisor experience with CacheFlo and how it works

● 15:16 - The main goal of CacheFlo is to reduce the fears and difficulties to manage finances

● 18:00 - Cacheflo frees up up to $2,500 a month for many clients

● 18:43 - The question CacheFlo answers is “How” to put a successful financial plan together

● 21:38 - Nothing is the same from one moment ot the next. Rather than micro managing small tasks, CacheFlo prescribes a holistic spendable number. The client can then choose where to spend that money.

● 28:00 - The software also finds client’s money that can be spent

● 32:00 - How CacheFlo creates a financial health score that is built off of reality

● 37:20 - The challenges of being a lone founder


3 Key Points:

1. Many people make plenty of money. That is not where people get into financial trouble.

the problem is people don’t know how they spend their money.

2. CacheFlo is a real-world tech solution that helps people know their financial limits.

3. It is more powerful to manage a holistic number rather than micro-budgeting different

areas of life. CacheFlo helps people get to their monthly spend number.


Tweetable Quotes:

- “We are in this to prevent money from hurting people.” –Stephanie

- “You think you know what everyone wants but you don’t know until you know.” – Jason

- “The market isn’t what they say, it is what they do.” –Stephanie



Resources Mentioned:

The Fintech Impact

Itunes to access the podcast

● Refer to Jason Pereira ́s Linkedin for Information about the Fintech event

Woodgate Financial


Hosted on Acast. See acast.com/privacy for more information.

Mark as Played

Advertise With Us

Popular Podcasts

CrimeLess: Hillbilly Heist

CrimeLess: Hillbilly Heist

It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.

Crime Junkie

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.