50: Wealthfront CEO Andy Rachleff, Investing the Robo Way

An episode of the Invest Like a Boss podcast, hosted by Sam Marks Johnny FD Derek Spartz, titled "50: Wealthfront CEO Andy Rachleff, Investing the Robo Way" was published on April 18, 2017 and runs 53 minutes.

April 18, 2017 ·53m · Invest Like a Boss

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Summary

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 Wealthfront – Get $15,000 managed Free Where are we: South Carolina - SamNorthern California - AndyBali - 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 entrepreneur05:02 - A tip to outperform the market 06:55 - Financial advisors08:54 - Choosing fund and ETFs14:23 - Artificial Intelligence usagexxx20:41 - Three ways you can control the market25:31 - Time-weighted return vs money weighted return29:01 - Passive investing33:05 - Robo-advisors market share35:02 - Software based auto advisors39:17 - Is there a future for traditional advisors?42:30 - Tax loss harvesting44:50 - Lump sum or dollar cost averaging46:55 - Time-weighted return vs money weighted return51:00 - Is Robo-advisory right for you? 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.

Episode Description

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 Wealthfront – Get $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?

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!