Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

<title>Dismiss</title>
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.

More from Betterment:

Recommended Content

View All Resources
Cash Analysis Methodology

Cash Analysis Methodology

Betterment's cash analysis aims to provide smart feedback when we think you have extra cash that could be earning you more value if it were in a higher yield account.

What&#8217;s Inside the Betterment Portfolio Strategy?

What’s Inside the Betterment Portfolio Strategy?

Explore the asset classes in Betterment's recommended set of portfolios. Then, take a look at the exchange-traded funds (ETFs) underlying each part of the portfolio strategy.

Using Investment Goals at Betterment

Using Investment Goals at Betterment

Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.

Explore your first goal

Safety Net

This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.

Retirement

Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.

General Investing

If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.

Smart Saver

You could earn 20X more than a typical savings account with our low-risk investing account for your extra cash.

How would you like to get started?

Your first step toward a smarter investing future starts here.

Create a Betterment account

Go ahead and join the smart, modern way to invest.

See what we can do for you

Tell us a bit about yourself, and we'll show you the benefits of investing with us.

Get a free investing checkup

Help us get a sense of your investing approach and see how you could improve.

Transfer a 401(k) or an IRA

Move an existing retirement account into a Betterment IRA.

Download the mobile app

Enjoy the Betterment experience anywhere on the go.

<title>Close</title>

Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.