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Jon Stein is the very popular CEO of Betterment, a platform that is pioneering “Robo-Advisory” and a listener favorite. In fact, the term “Robo-Advisory” was one of the reasons we wanted to start the podcast. When we first heard about Betterment, it was clear a new modern era of technology and investment advice was now available. Aside from the platform itself, we wanted to hear about Jon’s story and why he started Betterment. And a very inspiring one it is. Betterment has been in the works for almost a decade. You’ll be intrigued to hear how and where it got started, and what the future holds. 

Jon’s -  LinkedIn

Betterment account sign up - For every friend who funds, you get 30 days free, and each friend gets 6 months free.

Meb Faber on Building The All Seasons Portfolio - ILAB 15

Money master of the game - Tony Robbins

Time Stamp:

03:00 - Starting Betterment in New York City

05:30 - John’s personal story behind Betterment

11:20 - Launching Techcrunch Disrupt

16:00 - Transitioning away from using financial advisors

18:00 - Staying the course during a decrease in market value

19L50 - Growth and infrastructure over the next few years

22:40 - Active vs. passive - Evidence based

25:00 - Opportunity for international investors

27:00 - Being an emotional or physiological advisor

31:10 - Benefits for active and engaged investors

34:00 - John’s advice to his younger self

34:53 - Sam’s investments in Betterment

38:38 - Two side effects to robo-advisor

44:50 - The downside to Vanguard

49:00 - Removing emotion to prevent a loss

55:00 - Why is Betterment right for you