Podcasts about robo advisors

Is there any reason why we should keep a whole life insurance policy for my son? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Gobble, gobble! Happy Thanksgiving from Jill and Mark. Talk to you next week! Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I am in a five year unmarried relationship and my partner makes quite a bit more money than I do, so I want to make sure I am making financial choices that are in my own best interest.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I recently started a new position and I'm trying to figure out what to do with my old 401(a), Roth 403(b) and defined benefit accounts.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge unseres Podcasts „Mythos Geldanlage“ unterhalte ich mich mit Thomas Polach zum Thema Robo Advisor. Halten die seit einigen Jahren bekannten „digitalen Anlagestrategen“ ihre Versprechungen oder ist es doch nicht der berühmte Blick in die Kristallkugel? Gelingt es hier mit KI aus den Ergebnissen der Vergangenheit eine treffende Prognose und somit ein stimmiges und erfolgreiches Portfolio zu basteln? Die Antworten gibt es hier. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mythos-geldanlage/message

I'm thinking of a making a move that is probably not financially astute. Is it a ridiculous idea?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With over 20 funds in one account, how do I go about consolidating them into just a few?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of WealthTech Unwrapped, Ned sits down with returning guest Karan Shanmugarajah of WealthKernel to discuss their new partnership that is poised to transform the digital wealth management industry by making robo-advisory capabilities accessible to every financial advisor.Introducing Bambu GO Transact, the world's first SaaS-based Robo-advisor. By harnessing Bambu's expertise in digital client experiences and seamlessly integrating it with WealthKernel's transactional platform through APIs, they have crafted a multi-tenant robo-advisory solution. In just a few short months, they've developed a fully-integrated platform that allows advisors to build, deploy and manage their own customized digital wealth solutions with just a few drags and drops.Bambu GO Transact removes the barriers that previously prevented widespread adoption of digital advice. Advisors can now offer clients a seamless onboarding, investment and servicing experience without the high costs or technical complexities of building solutions in-house. Bambu GO could disrupt the entire wealth management industry by ushering in an era of API-driven, SaaS-based operations. Bambu GO Transact is set to go live this month. Don't miss the opportunity to be among the first to experience it - secure your access!Key TakeawaysBambu GO Transact offers financial advisors a turnkey solution for creating, deploying, and managing customized digital wealth offerings with a user-friendly interface.Bambu GO Transact eliminates the technical and financial barriers for advisors to have their own digital advice solutions.This innovative partnership has the potential to disrupt the wealth management industry by introducing a new era of API-driven, SaaS-based platforms.

My husband and I recently got married and we want to make sure we're on the right path as we start our financial journey together.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Maya Corbic, author of From Piggy Banks to Stocks, tells us how to turn allowance into financial lessons. Maya dishes on the potential dangers of blindly trusting financial advisors, the future of investing, and investing for generational wealth.If you've enjoyed Talking to Teens, we'd love if you could leave us a five-star rating, and if you have time, a review!  Follow us on Social Media! We're @talkingtoteens on Instagram and TikTok

We have recently received an inheritance and are considering using it to pay for college expenses instead of our original plan of putting it towards retirement. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Stashaway's Michel Ferrario - Can Robo-Advisors Make Your Financial Dreams Come True?  Michele Ferrario, one of Stashaway's three co-founders and its CEO, shares his journey, the state of tech markets, planning for retirement, financial literacy and being an entrepreneur, among many other things.  (Many thanks to the Asia School of Business for their collaboration with The Do More Podcast, in whose studio this conversation was recorded. The Asia School of Business is a partnership between MIT's Sloan School of Management and Bank Negara Malaysia). --- FOLLOW MICHELE HERE:  LinkedIn: https://shorturl.at/ajsQ0  At Stash: https://www.stashaway.my/about-us 

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampBarbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies and writes for many popular online media outlets. Today, Barbara joins the show to talk about financial influencers, the difference between robo advisors and actual advisors, & what she thinks about investors choosing to pick individual stocks.

My husband and I are trying to decide if we should be making our retirement contributions on a pre-tax basis or should we be using the Roth option?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wenn man spar-technisch auf einen einigermaßen grünen Zweig kommen will, reicht es nicht, sein Geld auf ein Tagesgeldkonto zu packen. Dann führt an Aktien kein Weg vorbei. Aber wie halten es die Bundesbürger überhaupt mit dem Sparen? Was hat sich in den letzten Jahren getan bei den Geldanlage-Tools? Und was taugen Apps wie Robo-Advisor? Hier übernimmt eine Software die Anlage-Entscheidung, die Anbieter kassieren dafür eine Gebühr.

Should I be paying attention to the financial milestones that the "experts" say you should be hitting at every age?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As I approach 40, I have recently changed jobs and want to know if I should solely contribute to Roth for both our IRAs and my TSP?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Senior Wealth Advisor Shawn Scott joins Sam to discuss the best ways to choose an investment option for your needs. Some of the topics we discuss include fear-based investing, discipline, and understanding what you know and don't know. Additionally, we cover two problematic long-term investment strategies that are very common. Shawn speaks about the importance of diversification, maintaining a general strategy, and seeking help when needed. We also tackle tips to remain invested for the long haul. The conversation concludes with Shawn sharing a single piece of advice that he wishes he had received when he was younger.   Episode Highlights:  [02:11] How do consumers navigate the many investment options available? [03:46] Media pushes us towards investment options based on fear. This is why discipline and understanding what you know and don't know is so important. [04:29] Most options are more sophisticated than most of us need. Shawn talks about avoiding the overthinking trap. [05:14] Media's role used to be to inform us, but now they are about generating revenue. People are also more likely to remember negative things as opposed to positive things. Media intentionally creates fear. [07:12] Shawn talks about making decisions based on fear generated by media outlets. [08:45] The pitfalls of creating an investment structure based on what happened in the past. This strategy isn't based on future goals, it's based on some type of historical information. [10:18] People tend to react to fear. Managing fear and grief is one of the most important things an investor can do. [12:17] Historically the average stock market return is a little over 10%. [14:45] Self-managed investment options.  [16:43] Index funds are supposed to track a specific index. ETFs track the market, but they aren't a perfect representation.  [18:43] The S&P 500 are the 500 largest publicly traded companies in the US.  [19:42] If you are going to self-manage your investments, you really need to understand what you're going to own, including what the indexes actually track and what the funds consist of. [20:24] A passive mutual fund tracks an index. Active funds have a fund manager and a group of analysts to make decisions. [22:07] Robo advisor. This was introduced in 2008. It's a system that uses an algorithm to buy and diversify a basket of investments. It's mostly ETFs and mutual funds based on age and goals. [24:18] All firms aren't the same. It's important to know what services you need before hiring. How do you know what you actually need? [26:09] Real estate investing. Investing solely in anything is a terrible idea. You won't have diversification.  [30:37] The best thing anyone can do as a starting point is to have a conversation with a professional. [33:37] Almost all people could benefit from hiring a firm. [36:30] Shawn's advice is to understand the true value of compound interest and investing overtime.    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Resources & Links Related to this Episode Wealthquest Get Started Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth Shawn M. Scott

With our first child on the way, we're trying to figure out a way to finance a pretty big renovation project. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

My car loan is driving me nuts, can I go ahead and pay it off or should I focus on retirement savings?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

My dad recently passed away and I need some guidance as I help my mom navigate the finances. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We are at the point now where we are either going to push forward and put the pedal to the metal on our brokerage account, or max out our 403(b)s. What do you think?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We have three rental homes and I'm wondering if we should sell them and invest in the market? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I am currently contributing most of my 401(k) elections as Roth. My financial advisor told me to stop doing this and make all my contributions pre-tax. Is he correct?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Künstliche Intelligenz ist kein neues Thema, hat aber in den vergangenen Monaten enormen Auftrieb bekommen. Der Grund ist schnell gefunden: Mit der Software ChatGPT ist KI nun auch für jedermann und jederfrau ziemlich einfach zu nutzen. Selbstverständlich wird Künstliche Intelligenz auch im Asset Management tiefgreifende Veränderungen mit sich bringen, sowohl bei der Analyse aller Finanzinformationen als auch bei der Auswahl der richtigen Aktien und bei der Zusammensetzung eines gut diversifizierten Portfolios. Über KI bei der Geldanlage sowie die Folgen von KI für die Unternehmen selbst und deren Gewinnaussichten spricht Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion, in dieser Podcast-Folge. Dabei beantwortet er folgende Fragen: • Hat Schmidt schon mal ChatGPT genutzt? Was waren seine ersten Fragen an die KI? War er mit den Antworten zufrieden? (1:21) • Was macht für den CEO grundsätzlich die Faszination der Künstlichen Intelligenz aus? (2:41) • In welchen Bereichen unseres täglichen Lebens wird schon mit KI gearbeitet? Wird KI unser aller Leben nachhaltig verändern? (3:16) • Wo erwartet Schmidt beispielsweise Produktivitätssteigerungen durch KI? (4:25) • Wo liegen die entscheidenden Nachteile von KI? (5:48) • Wie kann man verhindern, dass eine so mächtige Technologie für kriminelle Zwecke genutzt wird oder sich eine mögliche Logik verselbständigt? (8:10) • Seit wann wird KI bei der Geldanlage genutzt? (9:29) • Was kann eine KI besser als ein Mensch bzw. ein Experten-Team? (12:01) • Kann KI bzw. ein Algorithmus genutzt werden, um das Beste für Anlegerinnen und Anleger herauszuziehen? Könnte eine KI zum Beispiel etwaige Muster an den Finanzmärkten aus der Vergangenheit erkennen, daraus Schlüsse ziehen und somit für bessere Anlage-Entscheidungen sorgen? (12:47) • Was hält der Finanzexperte von dem Gedanken, die KI für die Schaffung einer eigenen Portfolio-Struktur und zur Asset Allocation zu nutzen? (14:19) • Könnte sich die KI im Investmentprozess selbst zum Kauf empfehlen, weil sie „merkt“, dass sie dadurch noch mächtiger wird? (15:37) • Wie gehen die Quirin Privatbank und quirion mit all diesen Ideen rund um die Künstliche Intelligenz um? Wie unterstützt beispielsweise der Robo-Advisor quirion die individuellen Bedürfnisse der Kundinnen und Kunden? (16:44) • Was heißt das im Klartext: Der Mensch trifft auch weiterhin die Entscheidungen und bleibt erster Ansprechpartner für die Kundinnen und Kunden? (17:59) • Wie sieht Schmidts Vision 2030 zum Thema KI bei der Geldanlage und im Asset Management aus? (18:24) Es gibt sehr viele Bereiche, in denen uns KI stark nach vorn bringen wird, vor allem in Sachen Prozesseffizienz und Routinearbeit. Nach PricewaterhouseCoopers (PwC) beispielsweise kann KI bis zum Jahr 2030 bis zu 15,7 Billionen US-Dollar zur Weltwirtschaft beitragen. Das ist fast so viel wie Chinas komplette Wirtschaftsleistung. Auch wenn KI Muster in der Kurshistorie erkennen und daraus Schlüsse ziehen kann, hat dies keine Aussagekraft für die Zukunft. Die Märkte und ihr Umfeld verändern sich permanent auf unvorhersehbare Weise. Statt heißen Anlagetipps zu folgen, die Ihnen ChatGPT möglicherweise „ausspuckt“, sollten Sie besser nach wissenschaftlich fundierten Kriterien investieren. Auch unser Robo-Advisor quirion setzt keine KI für Anlageentscheidungen ein – die Zusammenstellung der Portfolios obliegt unserem Anlageexperten-Team. Sie wollen mehr über unsere Anlagestrategie wissen oder vom KI-Boom profitieren? Dann vereinbaren Sie jetzt einen Termin: https://www.quirinprivatbank.de/lp/termin-vereinbaren oder nehmen an einer unserer Veranstaltungen teil: https://www.quirinprivatbank.de/veranstaltungen. Folgenempfehlung Wenn KI schon kein verlässlicher Finanzratgeber ist, dann vielleicht Warren Buffett? Er gilt als einer der erfolgreichsten und einflussreichsten Investoren der Welt. Kein Wunder, denn das „Orakel von Omaha“, wie der 92-Jährige auch genannt wird, soll mittlerweile ein Vermögen von rund 100 Milliarden Dollar haben. Wie er das geschafft hat und welche Anlagestrategie Buffett verfolgt, erklärt Karl Matthäus Schmidt in dieser Podcast-Folge: Folge 147: Anlegen wie Warren Buffett – was ist sein Erfolgsgeheimnis? https://www.quirinprivatbank.de/podcast/podcast-folge-147 _______________________

My husband and I are both full-time public school teachers and we are hoping to someday retire on our pensions. But will they be enough?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With a mix of real estate, employee stock and inheritance issues on the table, I was hoping to get a review of our financial situation. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Some Friday levity, because if you don't laugh at an unmanned, 100million dollar military aircraft crashing without any explanation - you'll have to cry or get angry. That's why we thank a local man in South Carolina for his description of the event to his local news. Lt. General Keith Kellogg explains what he thinks of the ordeal, as well as Ukraine's visit to the US this week as we pledge even more money. The Republicans in the House are appropriately fighting over the defense spending bill. Taylor Swift has successfully nabbed thousands of new voters. John Fetterman continues to make the pitty play to distract from Democrat destruction. And author Will Witt joins Stigall to answer why young men seem to be looking elsewhere instead of leading today in his new book "Do Not Comply: Taking Power Back From America's Corrupt Elite." - For more info visit the official website: https://chrisstigall.com Instagram: https://www.instagram.com/chrisstigallshow/ Twitter: https://twitter.com/ChrisStigall Facebook: https://www.facebook.com/chris.stigall/ Listen on Spotify: https://tinyurl.com/StigallPod Listen on Apple Podcasts: https://bit.ly/StigallShowSee omnystudio.com/listener for privacy information.

We have an extra 30k per year for the next ten years. A friend thinks a whole life insurance policy is a good idea for this money. Is she right?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Three years ago I was advised to start a whole life insurance policy as an investment vehicle, as a way to take out a tax-free loan against the policy upon retirement. I'm starting to doubt that this is really the right investment vehicle for me.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Morningstar Research Services' Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors. Timestamps:What's a Robo-Advisor?Investor Benefits From Robo-AdvisorsDid 2022 Stand Up Against 2023?Tax Loss HarvestingLimitations of Digital Investment AdviceRobo-Advice vs. Human AdviceRobo-Advisor FeesThe Best Robo-Advisors Advisors of 2023Schwab Intelligent PortfoliosFidelity GoVanguard Robo-AdvisorThe Worst Robo-Advisor Read about topics from this episode. The Best Robo-Advisors of 2023What Is a Robo-Advisor?Should You Be Using a Robo-Advisor?Are Robo-Advisors Worth Your Investment? What to watch from Morningstar.Stocks to Consider as the U.S. Pushes to Reclassify Cannabis“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing ScandalEconomy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part Two Read what our team is writing:Ivanna HamptonAmy C. ArnottGabriel Denis  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

I have an opportunity to save in a non-qualified deferred comp plan through my new company and I am trying to decide if it's worth it. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

After my father died, and having to settle his estate, it has me considering some options in terms of end of life planning. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.