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Financial Goals

Ep. 009 and 010: Become an Intelligent Investor with Jason Zweig

Our interview with Jason Zweig was so good, we turned it into two parts—a "Better Off" first. This week's "Better Off" episode covers the beauty of passive investing, the power of index funds, and why you need rules in your financial life.

Articles by Jill Schlesinger

By Jill Schlesinger, CFP®
  |  Published: March 2, 2017

If you don’t know the name Jason Zweig, you probably know his work. The “Intelligent Investor” column that you read every Saturday in the Wall Street Journal…yep, that’s Jason.

I’ve been a fan of Jason’s for a long time, so it’s a no brainer that he’s on one of the early episodes of “Better Off.” And let me just say, it was no easy get! We, and when I say we I really mean Mark, the best producer in the world, have been going back and forth with Jason since last October trying to nail down a date.

Was it worth it? Let’s just say that when we do interviews, Mark and I are acutely aware of how long they’re running. We try to keep them 30 minutes or less. Well, Jason was so good we kept him for nearly an hour. His knowledge and insight of the financial industry is so wide and deep that we decided that we needed to feature him in back-to-back episodes, a “Better Off” first!

In part one of the interview, we cover the power of index funds, the importance of having rules in your financial life, the beauty of passive investing, and the importance of technology and humans working together. We also talk about the F-word (fiduciary) and why such a simple concept of putting clients first is such a controversial issue for a conflict-ridden industry.

If you like Jason’s column, you should also check out his books. His latest work, “The Devil’s Financial Dictionary,” skewers the plutocrats and bureaucrats who gave us exploding mortgages, freakish risks, and banks that are too big to fail. It also distills the complexities, absurdities, and pomposities of Wall Street into plain truths and aphorisms anyone can understand.

Better Off” is sponsored by Betterment. For more insight on how to become an intelligent investor, connect with Jason on Twitter.

This article originally appeared on Jill Schlesinger’s LinkedIn.

The opinions stated on the Better Off podcast are those of the host, Jill Schlesinger, and her guests, and not those of Betterment or its employees. Any third-party links provided are offered as a matter of convenience and are not intended to imply that Betterment endorses, or is affiliated with the owners of or any information contained on those sites, unless expressly stated otherwise. Listen to a preview and subscribe to “Better Off” here.

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