Jon Stein

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.

Jon Stein, founder of Betterment, pivoted from aspiring doctor to fintech innovator after recognizing his passion for helping everyday investors. He shares his journey launching the platform amid the 2008 financial crisis, highlighting the challenges of simplifying financial services for users. Stein reflects on his early struggles, the intense pitch that led to Betterment's success, and how the company grew to manage billions. His story is a testament to resilience and a commitment to transforming the financial landscape for all.