Would you be comfortable with a robo-advisor running your entire investment portfolio?  That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment.  Betterment manages $5 billion dollars for over 175,000 clients.  Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors.  If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you. Please Enjoy!   For comprehensive show notes on this episode go to investorfieldguide.com/stein/ For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

Fintech OGs Jon Stein and Alexa Von Tobel share personal growth insights, future of financial management, and fintech trends. From selling a company while giving birth to struggles in entrepreneurship, they offer valuable advice for listeners. Topics include overcoming rejection in fintech, challenges in financial innovation, and building resilience in the industry.

When Tobias Lütke started Shopify, he wanted to empower merchants to start small and build resilience. Tobi spoke with Guy about the relevance of those principles in 2020, as he explains the rise of Shopify sign-ups during the pandemic. Jon Stein spoke with Guy about starting Betterment in the wake of the 2008 recession, and why this economic downturn could be the perfect time to start a company. These conversations are excerpts from our How I Built Resilience series, where Guy talks online with founders and entrepreneurs about how they're navigating these turbulent times.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.