Bloomberg Opinion columnist Barry Ritholtz interviews Jon Stein, founder and chief executive officer of Betterment, the U.S.'s largest independent online financial adviser. Prior to founding the firm, which has over $16 billion in assets under management, Stein spent years as a Wall Street consultant. He studied economics at Harvard University and finance at Columbia Business School, and is a CFA charterholder.

Bloomberg Opinion columnist Barry Ritholtz interviews Jon Stein, founder and chief executive officer of Betterment, the U.S.'s largest independent online financial adviser. Prior to founding the firm, which has over $16 billion in assets under management, Stein spent years as a Wall Street consultant. He studied economics at Harvard University and finance at Columbia Business School, and is a CFA charterholder.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Jon Stein Discusses Fintech and Robo-Advisers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3201bb91-f892-4266-bce0-ae2b002a085d/transcript

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed.

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed.

How AI Could Freeze Progress with Hilary Allen

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5db65c6c-dfde-4b7b-bfd1-b3f701794cf3/transcript

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account.

Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm.

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

 

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account.
Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm.
Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.
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At The Money: The Mega Backdoor Roth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5bc050f1-1f11-4658-a9d5-b3f6011490de/transcript

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm’s Director of Business and Legal Affairs and Chief Compliance Officer. They also discuss their new book Money Together. They discuss the challenges couples can face discussing their finances, why marriages with joint checking accounts tend to last well, and how to navigate money as a couple. 

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm&rsquo;s Director of Business and Legal Affairs and Chief Compliance Officer. They also discuss their new book Money Together. They discuss the challenges couples can face discussing their finances, why marriages with joint checking accounts tend to last well, and how to navigate money as a couple.

Why a Joint Account Can Be a Sign of Healthy Marriage

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/94a46808-ff04-4797-9fe9-b3f001581cea/transcript

Jon Stein Discusses Fintech and Robo-Advisers

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