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The Meaningful Money Personal Finance Podcast · Wednesday, September 16, 2026

Lumos Financial Celebrates Five Years in Business

Shabbar Kassam reflects on the five-year anniversary of Lumos Financial, which he co-founded. He recalls a past conversation with the podcast host Pete about the topic of "money and religion," describing it as a potentially risky but important subject to discuss.

personPetecompanyLumos Financial

The tape

2 quotes
“So started, uh, 2021. So, yeah, five years, five in a bit years. And it has. And I think we spoke quite early on in my journey sort of moving, moving to to Lumos. And we did that episode, didn't we?”
Shabbar Kassam
“Yeah, money and religion, which was quite, uh, quite a risky topic back then when we were discussing it. Um, and not one that's often talked about.”
Pete
Heard on The Meaningful Money Personal Finance Podcast — “The Problem of Money, with Tim Malnick and Shabbar Kassam”, published Wednesday, September 16, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06
Lumos Financial Celebrates Five Years in Business — Heardvine