Best Robo Advisor Podcasts (2024)

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

1h ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

1
Robo Advisors - Rob Reider & Alex Michalka - HS#14 1:04:26

2d ago1:04:26

1:04:26

Exploring Robo Advisors with Python Experts: Rob Reider & Alex Michalka Get their book 45% OFF with code hockeystick24 here: https://mng.bz/ngjd Join Miko Pawlikowski on this episode of HockeyStick as he dives into the world of robo advisors with industry heavyweights Rob Reider and Alex Michalka, authors of "Build a Robo Advisor with Python from S…

1
[LIVE RADIO SHOW] Political Debate Impacts, Robo-Advisors, and Affordable Travel + Listener Q&A! 1:45:42

13d ago1:45:42

1:45:42

How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation. Josh then answers live call…

1
The Importance of a Comprehensive Financial Plan 14:31

5h ago14:31

14:31

The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that …

1
Considering a Job Change 25:52

41m ago25:52

25:52

I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/pri…

1
Quantum Computing in Action - Johan Vos - HockeyStick ep.16 48:33

6h ago48:33

48:33

Exploring Quantum Computing with Johan Vos! Get Johan's book 45% OFF with code hockeystick24 here: https://mng.bz/v8da Join Miko Pawlikowski on HockeyStick as he delves into the fascinating world of quantum computing with Johan Vos, author of "Quantum Computing in Action" and co-founder of Gluon. Discover what makes quantum computing special, its i…

1
Starting a career in financial planning, why credentials matter, and professional trust 34:10

3h ago34:10

34:10

Dan and Daniel discuss the hurdles and difficulties of starting a career in financial planning, why credentials matter when seeking out a financial planner, and what it takes to build trust in a professional.By MY Wealth Planners

1
Why Your Coffee Habit Isn’t Ruining Your Financial Future w/ Jared Dillian (Daily Dirt Nap) 52:26

6h ago52:26

52:26

How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatilit…

1
Episode 314 - Professor Valentin Haddad: How Competitive is the Stock Market? 1:00:53

40m ago1:00:53

1:00:53

In this episode, we sit down with Professor Valentin Haddad to unpack the intricacies of market elasticity, passive investing, and the dynamic nature of financial markets. Valentin is an Associate Professor of Finance at UCLA Anderson School of Management and a research fellow for the National Bureau of Economic Research’s Asset Pricing Program. Hi…

1
Traditional or Roth? 14:26

1h ago14:26

14:26

I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art…

1
Ep 24 - The Power of Charitable Giving for Your Portfolio (PART 1) 39:49

11h ago39:49

39:49

Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice. Josh discusses the importan…

1
Supporting Adult Children: A Drain on Retirement Funds 17:43

10h ago17:43

17:43

In this episode of Financial Straight Talk, Jim and Jerry discuss the importance of financial independence and how it allows individuals to pursue their passions in retirement. They share stories of clients who have achieved financial independence and highlight the role of proper financial planning in ensuring a comfortable retirement. The conversa…

1
Can I Retire in Three Years? 15:44

33m ago15:44

15:44

I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not…

1
Software Engineering Managers - Akanksha Gupta - HS#15 41:29

1h ago41:29

41:29

Think Like a Software Engineering Manager - insights with Akanksha Gupta Get her book 45% OFF with code hockeystick24 here: https://mng.bz/v8va Join Miko Pawlikowski on this episode of HockeyStick as he delves into the world of software engineering management with Akanksha Gupta, author of "Think Like a Software Engineering Manager". Explore Akanks…

1
Teaching financial literacy, FIRE, and the election's impact on the market 28:38

3h ago28:38

28:38

Dan and Daniel discuss the absence of financial education in K-12, the FIRE financial philosophy, and the election's (lack) of impact on the market.By MY Wealth Planners

1
How COVID Changed Money Forever w/ Felix Salmon 1:14:33

9h ago1:14:33

1:14:33

Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy…

1
Episode 313 - When Should You Hire a Financial Advisor? 38:37

2d ago38:37

38:37

Low-cost index funds and digital tools have revolutionized wealth-building, making it easier than ever before to manage your own investment portfolio. However, additional support and expert advice can be critical to help you reach your financial goals, especially when facing complex financial decisions, feeling overwhelmed, or deciding to change yo…

1
Easing Into Retirement 20:23

2d ago20:23

20:23

With one of us easing into retirement, what adjustments, if any, should we be making? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

1
Ep 23 - Is Tesla Losing Its Edge in the EV Market? 24:58

3d ago24:58

24:58

Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what …

1
Best Of: The Dangers of DIY Retirement Planning 19:21

4d ago19:21

19:21

In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…

1
Self-Managing My Finances, Now What? 19:51

4d ago19:51

19:51

I took the plunge and now I'm self-managing my assets, but I'm still a bit unsure as to what the next steps should be. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19…

1
Being an executor, shopping home and auto insurance, and should you rent or buy when relocating? 32:37

5d ago32:37

32:37

This week Daniel and Emily discuss being the executor for someone's estate, when and why you should shop your home and auto insurance, and whether you should rent or buy when relocating to another part of the country.By MY Wealth Planners

1
Navigating the Financial Jungle w/ Coach Pete (The Financial Safari) 57:03

5d ago57:03

57:03

Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies. Josh and Coach Pete discuss the critical importance of lifetime income plan…

1
Episode 312 - Prof. John M. Griffin: Forensic Finance and the Power of Research 1:02:48

10d ago1:02:48

1:02:48

Discover the hidden underbelly of financial markets in today’s episode featuring Professor John M. Griffin, a leading forensic finance expert and the James A. Elkins Centennial Chair in Finance at McCombs School of Business at the University of Texas at Austin. Tuning in, you'll learn how forensic finance exposes illicit activities in crypto market…

1
Investing Through a Crisis Part Two 16:31

10d ago16:31

16:31

This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonm…

1
Ep 22 - Why Kids Might Be Your Best Investment Yet 34:03

11d ago34:03

34:03

Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate…

1
Best Of: Outdated Rules in Retirement 13:38

11d ago13:38

13:38

What "Rules in Retirement" are so common that no one questions if they are outdated? Jim Fox lists what you should focus on when planning your retirement to make sure you have the most up to date tools available to you. He also discusses the affect debt can have on your financial goals and if paying off your mortgage first is the right move. Ready …

1
Investing Through a Crisis Part One 15:04

12d ago15:04

15:04

This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonm…

1
DIY Financial Planning, tax preparation vs. tax planning, and reverse mortgages 32:11

12d ago32:11

32:11

This week, Dan and Daniel discuss some basics of DIY finance, the differences between tax preparation and tax planning, and reverse mortgages.By MY Wealth Planners

1
How Doctors Can Dodge Financial Disasters w/ Dr. Jim Dahle (White Coat Investor) 1:04:37

12d ago1:04:37

1:04:37

Are you protecting your wealth as a high-income professional? In this episode of The Financial Quarterback, Josh is joined by Dr. Jim Dahle, practicing emergency physician and the founder of The White Coat Investor to discuss the unique financial challenges faced by doctors and high-income professionals. Dr. Dahle shares his journey from being an e…

1
Episode 311 - Is Roaring Kitty a Good Role Model? 24:16

16d ago24:16

24:16

When witnessing the dramatic payouts of miracle trades, it's easy to be lured into thinking that your big score is just a few trades away. But as is evident in trading options for retail investors, it is neither quick, simple, nor easy to make guaranteed returns on your investments. In today's episode, Ben and Cam walk us through the many reasons w…

1
Assessing Finances at 30 Years Old 29:49

17d ago29:49

29:49

My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19…

1
Ep 21 - The Miracle of Compound Interest 20:37

17d ago20:37

20:37

Is compound interest truly the "eighth wonder of the world"? Josh explores this question by breaking down the transformative power of compound interest, a concept famously endorsed by Einstein. He emphasizes how leveraging compound interest can be a financial game-changer for investors when utilized correctly. He discusses the exponential curve of …

1
Best Of: The Bucket Strategy for Generating Income 19:38

22d ago19:38

19:38

In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…

1
Cash on the Sidelines 19:36

19d ago19:36

19:36

I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California…

1
Mineral rights, market manipulation, and recovering from scams 27:47

21d ago27:47

27:47

This week, Daniel and Emily discuss mineral rights, market manipulation, and recovering or helping someone recover from a scam.By MY Wealth Planners

1
Turning Grief Into Financial Clarity w/ Carol Roth ("You Will Own Nothing") 1:07:48

19d ago1:07:48

1:07:48

How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-lif…

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