Skip to main content

Turn long shows into episode briefs, timestamps, and Q&A.

No card • 10 free credits
Start with a favorite show
Invest Like the Best with Patrick O'Shaughnessy
Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]
Invest Like the Best with Patrick O'Shaughnessy

Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]

Colossus | Investing & Business Podcasts 42m 116 months ago
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Website

Show Notes

Would you be comfortable with a robo-advisor running your entire investment portfolio?  That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment.  Betterment manages $5 billion dollars for over 175,000 clients.  Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors.  If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you. Please Enjoy!
 
For comprehensive show notes on this episode go to investorfieldguide.com/stein/
For more episodes go to InvestorFieldGuide.com/podcast. 
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag

This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.

Sign in to queue transcript (1 credit)

Skim the episode first,
then decide if it is worth listening.

Sign up with Google in one click. 10 transcript credits included. No card needed.

Google sign-in · No credit card · 10 free transcript credits