Quantbase co-founders Som Mohapatra and Thomas Stewart walk us through their experience building the world's first SEC-registered robo-advisor for high-risk investing, their plans to beat the market over the coming years, their Nancy Pelosi and Jim Cramer funds, and their rebalancing processes. 

Paid non-client of Betterment, and views may not be representative. Click to learn more.

Betterment's in-house tax expert breaks down everything you need to know about taxes as it relates to capital gains on your stocks & crypto, side hustles and small businesses, retirement investing, as well as buying / selling a home. 

Learn more about this relationship at www.betterment.com/austin. See more reviews at the App Store and Google Play Store.

Sparrow's CEO Harrison Hochman talks student loan lifecycle, the intricacies between federal and private student loans, applying for student loans without credit, and how important student loan payback assistance can be for employers navigating a competitive job market. 

Creative Juice CEO Sima Ghandi talks being the 15th employee at Plaid (now worth $13.4B), how to get paid the next day on your YouTube AdSense, underwriting the risk surrounding "Juice Boost," social media manager salaries, and how Creative Juice is investing millions of dollars into what Sima believes will be the next big asset class. 

Paid non-client of Betterment, and views may not be representative. Click to learn more.

Betterment CEO Sarah Levy talks why she joined a financial services company after decades in the media industry, the rise of shareholder activism, women in business, debt freedom, and why Betterment is betting big on socially responsible investing. 

Learn more about this relationship at www.betterment.com/austin. See more reviews at the App Store and Google Play Store.

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0:00 Introduction of the podcast & Sarah Levy

1:28 Sarah Levy introducing herself & Betterment

5:01 "Will you walk me through your career switch from media into financial services?"

8:01 "What makes you qualified to lead a financial services company of this caliber?"

11:40 "What is Betterment doing to equip their customers with the right information to make educated financial decisions?"

Mailbox Money - Audience Questions

17:45 "What would you say to a young woman trying to rise in the business world?"

20:04 "Wealthfront was just acquired for $1.2 billion by UBS, what does this mean for Betterment?"

21:53 "What would you say to someone who is never looking to get back into debt?"

24:18 "What makes Betterment different from other robo-advisors?"

30:36 "What does it mean to be a socially responsible investor?"

35:04 "What obvious trend is happening right now that no one paying attention to?"

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Important Links:

https://austinhankwitz.substack.com/

https://betterment.com

https://www.tiktok.com/@austinhankwitz

https://www.instagram.com/witz.business

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