My name is Jeff Hulett. I’m a decision confidence builder and lead Personal Finance Reimagined, a decision-making and financial education platform. I teach at James Madison University and have been in banking and finance most of my career. Every month we tackle a different high-impact decision and personal finance topic.
This month is robo-advisors! The idea is to help you create a consistent, repeatable decision process to help you make the best robo-decisions or other important decisions. Up to this point, you have heard me discuss robo advisors, what they are, how they fit into your broader investment strategy, how they compare with human wealth advisors, and how to make the best decisions among robo alternatives.
I am super excited to talk with Barbara Friedberg today. Barbara brings a broad perspective and experience to robo-advising and personal finance broadly. Barbara is the CEO of Wealth Media. Wealth Media is dedicated to bringing investing, financial education, and saving strategies to people from all walks of life. Barbara also presents content on her website and on her YouTube channel. Wealth Media offers consumable content integrating cutting-edge fintech and finance research.
Comments