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Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One

Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One

Today I’m kicking off a two-part series on robo-advisors by sharing:

  • What a robo-advisor is (in plain English!)
  • Why I argue they’ve been around since the 1920s
  • Who they are and aren’t a good fit for

If you’re a retirement saver who wants to learn more about these low-cost investing solutions + if they live up to the hype, this episode is for you.

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.