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Money Tree Investing

MTI022: All About Robo Advisors with Rob Berger

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 4 February 2015

⏱️ 49 minutes

🧾️ Download transcript

Summary

In this episode we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial advisor? Find out this and much more in this episode. Resources Dough Roller Betterment Personal Capital Wealthfront

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The post MTI022: All About Robo Advisors with Rob Berger appeared first on Money Tree Investing Podcast.

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.6

Stock market, wealth, personal finance, value stocks, invest in your life.

0:11.9

Welcome to another episode of Money Tree Investing Podcast.

0:15.3

Today I'm your host, Larry Ludwig.

0:17.6

For those who wish to check out the show notes, this is episode number 22,

0:21.3

and can visit our website at moneytreepodcast.com slash 22 for those show notes.

0:27.7

Today is the topic of robo advisors. What are they? And do they make sense to use?

0:33.2

Our guest host today is Rob Berger. Rob is the writer of Do Roller, which is DoRoller.net, and also has a podcast of the same name.

0:42.0

If you haven't heard to his podcast, I highly recommend listening to it.

0:45.5

Let's welcome him to the show.

0:47.7

Hey, Larry, how you doing?

0:48.6

Hi, Rob.

0:49.1

Welcome to the podcast.

0:50.3

Thank you.

0:51.0

Thanks for having me.

0:51.8

I appreciate it. So, you know, today's episode we're going to talk about robo advisors.

0:56.9

And what, I mean, what do you think in terms of robo advisors? What is your thoughts on them?

1:02.4

Well, you know, robo advisors have been around what? I think I met John Stein from Betterment at the first FinCon, actually.

1:11.1

2008-ish?

1:11.9

Yeah, yeah, yeah, outside of Chicago.

1:14.2

Was it that long ago?

1:15.2

Yeah.

...

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