Courtney Reum on Venture Capital, AI Hype & Smart Wealth Building 📈 E163

On this episode of The Money Mondays, Dan Fleyshman sits down with Courtney Reum—co-founder and partner at M13, former Goldman Sachs investment banker, and co-founder of VeeV—for a practical conversation on the show’s three pillars: how to make money, how to invest money, and how to give it away. Courtney shares his path from banking into entrepreneurship and venture capital, where he now helps back and build high-growth companies through M13. y get deep into what makes a founder stand out, why most pitches get ignored, and what actually earns a second meeting with a VC firm.

Courtney explains the traits he looks for beyond pattern recognition—grit, self-awareness, adaptability, and the ability to build a strong team around personal weaknesses. He also breaks down why so many founders misuse the AI label, and why staying aligned with your investment thesis matters more than chasing hype.

Investing side, Courtney opens up about how his thinking has evolved over time—from taking aggressive risks to build wealth, to thinking more seriously about preserving capital, generating cash flow, and diversifying into areas like real estate. He and Dan also talk candidly about financial literacy, why families need more honest conversations about money, and how marriage, future kids, and changing life stages can shift your personal investment strategy.

Discuss why giving back matters for both brands and individuals, how mission-driven companies build stronger culture and loyalty, and Dan closes with the signature legacy question: how much wealth should you really leave to your children?