The Money with Katie Show
#8: BETTERMENT CEO INTERVIEW: Financial Independence & Successful Investing with Sarah Levy
Nov 24, 2021
In this engaging conversation, Sarah Levy, CEO of Betterment and former executive at Disney and Viacom, discusses the competitive edge of her company over others like Wealthfront. She reveals how Betterment blends technology with human expertise, ensuring personalized support for investors. Sarah also shares insights into the company's future direction and commitment to socially responsible investing, while addressing the behavioral challenges investors face in volatile markets. Lastly, she emphasizes that effective investing can be both simple and strategic for everyone.
39:42
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Quick takeaways
- Betterment stands out in the investment landscape due to its user-friendly interface, fiduciary responsibility, and personalized wealth management options.
- The company aims to enhance retirement planning accessibility, focusing on long-term financial independence for users through innovative solutions and education.
Deep dives
Setting Up Recurring Investments Made Easy
Using the Fidelity app allows investors to simplify their investing process by setting up recurring investments in stocks and ETFs. This feature enables individuals to choose a schedule that suits their financial goals, promoting consistent investment habits without the need for constant monitoring. It helps to automate the investment process and encourages users to engage in long-term financial planning, reducing the effort typically associated with managing investments. This innovative approach makes starting out in investing more accessible and less intimidating for new investors.
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