Info

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.
RSS Feed
2017
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


Categories

All Episodes
Archives
Categories
Now displaying: Page 1
Mar 15, 2017

Dan Egan is the Director of Behavioral Finance and Investments at Betterment. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics.

We were fascinated at the prospects of how technology and psychology may be blended to help us as investors make better decisions, and in many ways, make fewer decisions. Dan joins us to talk about his background in the field, analysis of mountains of behavioral data, and how Betterment is optimizing their platform around a very important part of investing – human emotions.

Links:

Website
Linkedin
@daniel_egan
Betterment archives for Dan Egan

> Try Betterment for 6 Months Free with this link

Discussed:

Betterment CEO Jon Stein: A Decade of Pioneering Robo Advisory - ILAB 22

Sam Mark’s Personal Millions and Show Introduction - ILAB 01
From $1k to Future Millionaire: Johnny FD’s Investments - ILAB 02
From $0 to Self Made, How to 300X Your Investment - ILAB26

Time Stamps:

03:53 - Beginning in behavioral finance
06:50 - Stock market crash
10:20 - Altering decisions from emotion
14:20 - Personality traits for investing
19:00 - Tax impact preview
23:30 - Conservative and liberal taxpayers
26:00 - Buy and hold vs. active manager
28:00 - Getting hired at Betterment
31:00 - The Betterment team
34:44 - Design and user experience
38:00 - Recession and market crisis plan
43:28 - Marketing timing and dips
46:22 - Internal growth vs. the competition
51:20 - Call in advisor service
56:10 - Making quick emotional decisions
59:30 - Anticipating the next downturn
1:00:30 - Investing in yourself
1:06:00 - Surfing in Bali & skiing in Tahoe
1:06:40 - Betterment vs. other Robo-advisors

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!


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

 

0 Comments