#8: BETTERMENT CEO INTERVIEW: Financial Independence & Successful Investing with Sarah Levy

The Money with Katie Show

Money with Katie

Self-improvement, Education, Business, Investing, How To

4.8 • 1.3K Ratings

🗓️ 24 November 2021

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

I was excited to talk to Sarah, the CEO of Betterment, about some of the tough questions I've wanted to ask someone for a long time: COMPETITION: What makes Betterment better than, say, Wealthfront? HUMAN EXPERTS: How much human involvement goes on behind the scenes with a roboadvisor? THE FUTURE: Where's Betterment headed in the next 5 years? 10? INVESTING WITH YOUR VALUES: How is Betterment approaching socially responsible investing? If you want to get started with Betterment, you can do so here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	back to the money with Katie podcasts. Before we launch into today's interview with Betterment's CEO,
0:08.1	Sarah Levy, I am going to do the thing that I personally usually fast forward through. And that
0:15.2	is asking you to do me a little favor. If you are enjoying the money with Katie podcasts,
0:21.2	please go ahead and subscribe on whatever platform you're listening on. It'll let you know
0:26.8	when new episodes drop on Wednesdays and it'll show the algorithm that you care about what I have
0:32.9	to say and what could be a better gift than that. If you're feeling extra-carmically blessed today,
0:39.5	please leave a review. I think that's only an iTunes thing, but you know, it'd prefer a nice one,
0:44.5	but I'll take what I can get. Okay, now that that's out of the way, I want to tell you a little bit
0:49.6	about our guest today. Sarah is the CEO of Betterment, and if you've been on money with Katie's
0:57.5	website for longer than 12 seconds, you know that Betterment is my preferred investing platform.
1:03.9	So it's the one that I recommend. It's the one that I think really gets it right. And so I really
1:09.9	wanted to talk to Sarah today and just ask her some questions that either I've been wondering
1:15.2	personally that have always kind of been interesting to me or questions that I hear a lot
1:21.6	from readers. So a little bit of background about Sarah before Betterment, she had a lot of
1:28.1	experience leading large public companies like Disney and Viacom. And you know, you know, just
1:36.0	those two. So she was working at Viacom when SpongeBob came out, the Daily Show with Trevor Noah,
1:45.2	things that I would say I grew up on. So I really appreciate it getting to meet her
1:51.3	for this interview. But you know, aside from the big company pedigree that you might think,
1:58.0	okay, well somebody that's been CEO or COO of these huge companies, she's probably
2:04.8	pretty head in the clouds or as maybe, you know, a little bit detached from us, Hoy Palloy. And I
2:10.3	can tell you that could not be further from the truth. She's very down to earth. She's launched
2:16.8	in grown businesses, bought and sold businesses, managed to the bottom line. And I can tell you just
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