Are Robo-Advisors the Enemy? With Jon Stein from Betterment

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 28 August 2015

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Betterment, Jon Stein. Brian and Jon talk about everything from the future of the financial advice industry to how Betterment goes beyond technology to help its investors. You don't want to miss this episode of The Money-Guy Show! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:07.2	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, the money guy.
0:16.0	Welcome to the Money Guy Show.
0:17.0	I'm your host, Brian Preston, and sitting across from me is Mr. Bo Hanson.
0:20.6	Oh, this is going to be a unique show today.
0:23.2	Yeah, first of all, what sort of a crazy week that we've seen right in the past week
0:29.4	in the markets, and it's kind of perfect for what we have going on today, kind of setting
0:33.4	the stage.
0:34.4	Yeah, no kid.
0:35.4	I mean, people, I think we did a show not too long ago where we talked about market
0:39.5	volatility is kind of like puppies, you know, in the fact that we all like puppies, but
0:44.2	puppies when you first bring them home, misbehaved, and might make them duties or TT on
0:50.9	your carpet, but you still love your puppy.
0:52.9	It's kind of the same way with market volatility.
0:55.2	So I think it's great.
0:56.4	We actually have a guest on today's show.
0:57.9	You guys know, we don't do guest a lot.
1:00.1	This is, and the reason is, is that there's a lot of moving parts that have to occur with
1:05.0	having a guest on.
1:06.0	And then it's also, I like to choose guests that I think can bring a subject matter that's
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.