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Invest Like a Boss – Modern Investing Podcast | CEO, Self Made, Millionaire & Investor Interviews

Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the world's best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P (peer to peer) lending, to robo-advisors, equity crowdfunding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sam Marks and Johnny FD both retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.
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Apr 18, 2017

Andy Rachleff is not only a veteran in finance, he is also a pioneer in modern investing. Wealthfront is due more than their fair share of pioneering and innovating Rob-advisors, and helping millions of people start investing in the market in a smarter, more efficient way. At the time of this episode, Wealthfront is managing over $5.5 Billion for all types of investors from beginners to high net worth individuals. Robo-Advisors (or automated investing as Andy prefers to call it) have been sweeping the finance sector making it easy and transparent to invest in the market.

On this episode, we get to tap into Andy’s nearly 4 decades of experience in finance and investing, explore efficiencies in the Wealthfront platform, and see who Robo-Advisors are a good investing instrument for.

 

Links:

Linkedin
@arachleff

>Try WealthfrontGet $15,000 managed Free

Where are we:

South Carolina - Sam
Northern California - Andy
Bali - Johnny FD

Discussed:

If you like vanguard, you’ll love Wealthfront

 

Book:

A Random Walk Down Wall Street - Burton G. Malkiel

Time Stamps:

02:52 - From VC to entrepreneur
05:02 - A tip to outperform the market
06:55 - Financial advisors
08:54 - Choosing fund and ETFs
14:23 - Artificial Intelligence usagexxx20:41 - Three ways you can control the market
25:31 - Time-weighted return vs money weighted return
29:01 - Passive investing
33:05 - Robo-advisors market share
35:02 - Software based auto advisors
39:17 - Is there a future for traditional advisors?
42:30 - Tax loss harvesting
44:50 - Lump sum or dollar cost averaging
46:55 - Time-weighted return vs money weighted return
51:00 - Is Robo-advisory right for you?

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Copyright 2017. All rights reserved. Read our disclaimer here.

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