• Developing a business strategy to help individuals manage their finances
• Why is it important to choose the right investment?
• The core insight of building a simple and efficient investment platform
• What is the outlook for the real estate market in the future?
• How to provide real estate exposure to customers

Life and Money Impact Round

• What is the one thing to do now to live a meaningful and intentional life by design?
• What is one life or money hack that you can share to make an impact on others' lives?
• What is one thing to do right now to make the world a better place?

RESOURCES/LINKS MENTIONED

• Venmo
• Mint: Budget Tracker & Planner
• Chris Sacca
• Shark Tank
• LearnVest
• TechCrunch

ABOUT JON STEIN

Jon Stein is the founder and CEO of Betterment, the largest independent online financial advisor in the United States, with more than $22 billion in assets under management. Betterment, which was founded in 2008 during the global financial crisis, is a pioneer in the Robo-advisory business, utilizing computer algorithms to generate personalized advice and manage investment portfolios.

CONNECT WITH JON

• Website: Betterment
• Twitter: @jonstein

CONNECT WITH US

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Thanks for listening, and until next time, keep investing for good!