234 Aaron Klein, Managing Risk, Common Investing Mistakes & the Future of Financial Advising8/2/2017
Risk is a word with numerous definitions. Riskalyze helps investors negotiate the risks they face.
Aaron Klein is the quintessential entrepreneur, spending his entire career working with entrepreneurial businesses at the intersection of finance and technology. He’s led companies or teams working on business operations software, payments technology for political candidates and causes, and mobile strategies for trading tools. He co-founded Riskalyze in 2011 and has led the company through the building of its core technology. The company has grown to support over $2 billion in portfolios and twice been named one of The World’s Top 10 Most Innovative Companies in Finance by Fast Company Magazine. Aaron’s Challenge; Find an apprenticeship to gain experience before starting your first business. Resources Nick Murray Never miss one of our best episodes by subscribing to the newsletter. Connect with Aaron Website If you liked this interview, check out my interview with Wealthfront CEO Andy Rachleff and all of our other finance-related episodes. Subscribe on iTunes | Stitcher | Overcast | PodBay
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Andy’s Challenge; Stop sitting on the sidelines and start investing in a diversified portfolio of index funds. Get an emergency fund.
Andy Rachleff is Wealthfront's co-founder, President and Chief Executive Officer. He serves as a member of the board of trustees and vice chairman of the endowment investment committee for University of Pennsylvania and as a member of the faculty at Stanford Graduate School of Business, where he teaches courses on technology entrepreneurship.
Prior to Wealthfront, Andy co-founded and was general partner of Benchmark Capital, where he was responsible for investing in a number of successful companies including Equinix, Juniper Networks, and Opsware. He also spent ten years as a general partner with Merrill, Pickard, Anderson & Eyre (MPAE). Andy earned his BS from University of Pennsylvania and his MBA from Stanford Graduate School of Business. Further Reading Innovator’s Dilemna by Clayton Christensen Innovator’s Solution by Clayton Christensen A Random Walk down Wall Street by Burton G. Malkiel Howard Marks, OakTree Capital Letters Never miss one of our best episodes by subscribing to the newsletter. Connect with Andy Rachleff
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Wealthfront.com/andy If you liked this interview, check out all my other finance interviews. Subscribe on iTunes | Stitcher | Overcast | PodBay
In the fall of 2013, Bryce Conway started a website teaching people how to save money while traveling the world. He learned the ins and outs of the credit card industry and the bonuses that landed him reward points and frequent flyer miles.
During our interview, he shares useful tips like signing up for Starwood and Hyatt hotel’s cards and avoiding Hilton and Delta. We also discuss how he has built his business and served thousands of people through building his site. Bryce’s Challenges 1. Google travel hacking. 2. Think about what you do and figure out 2-3 ways to make money off of that. 3. Write down your skill and how to turn it into a business. Put them somewhere you can see it every day. Resources Book a Trip to Paris for Under $300? $24k Thailand Trip for $166 Churning Subreddit Never miss one of our best episodes by subscribing to the newsletter. Connect with Bryce Website bryce@10xtravel.com If you liked this interview, check out all of my best finance-related interviews. Subscribe on iTunes | Stitcher | Overcast | PodBay |
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