Why Entrepreneurs Should Profit First with Relay, with Wendy Wei - Episode #365

<p>Sign Up For Relay through My Referral Link: <a href="https://join.relayfi.com/partner/?referralcode=temporaryhousingmeetup&utm_source=events&utm_medium=%E2%80%A6">⁠https://join.relayfi.com/partner/?referralcode=temporaryhousingmeetup&amp;utm_source=events&amp;utm_medium=…</a>In this insightful episode of In The Lab, Ruben sits down with Wendy Wei from<a href="https://relayfi.com?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer"> Relay </a>(a <strong>digital banking and money management platform)</strong> to unpack one of the most overlooked skills in entrepreneurship and real estate investing: understanding your cash flow. What starts as a conversation around money management quickly turns into a deeper discussion on psychology, conditioning, identity, habits, and the systems that shape how entrepreneurs operate their businesses and lives.</p><p><br></p><p>Wendy shares her journey from growing up in a traditional immigrant household to building a career across psychology, marketing, SaaS, storytelling, and fintech. With a background in psychology from<a href="https://www.harvard.edu?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer"> </a>Harvard University and experience spanning photography, creator partnerships, and performance marketing, Wendy explains how curiosity, experimentation, and human behavior became the foundation for the work she does today helping business owners better understand and organize their finances.</p><p><br></p><p>The episode dives deep into the Profit First framework and how entrepreneurs can stop operating with one giant “bucket” of money and instead build systems that create visibility, automation, accountability, and profitability. Ruben also breaks down exactly how Invested Escapes uses Relay internally across multiple properties, vendors, virtual cards, owner payouts, and operational systems to move faster and stay organized while scaling nationwide.</p><p><br></p><p>Relay is a digital banking and money management platform that helps real estate investors get clear visibility into what they’re earning, spending and saving—so they can better understand the cash flow in their business.</p><p><br></p><p>Throughout the conversation, Wendy also shares powerful insights around neuroplasticity, conditioning, growth mindset, rewiring limiting beliefs, and how small consistent habits can completely change the trajectory of your life and business over time. This episode blends entrepreneurshi