#4 - Zack Pumerantz on Strengthening Systems and Mindset

2025-12-09

In this episode, Zak, Mike, and Zack Pumerantz dive into the depths of investing and provide great insight on strengthening systems and your mindset around money. This episode's guest is Zack Pumerantz. Starting his career in the risk management space, Zack has always had an affinity for financial planning. Even before joining I. M. Financial, we've always appreciated his deep knowledge on investing. Not only does he focus on the growth side of planning, he also understands how to manage risk and lift the fl...

In this episode, Zak, Mike, and Zack Pumerantz dive into the depths of investing and provide great insight on strengthening systems and your mindset around money.

This episode's guest is Zack Pumerantz. Starting his career in the risk management space, Zack has always had an affinity for financial planning. Even before joining I. M. Financial, we've always appreciated his deep knowledge on investing. Not only does he focus on the growth side of planning, he also understands how to manage risk and lift the floor.

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