My name is Jeff Hulett. I’m a decision confidence builder and lead Personal Finance Reimagined, a decision-making and financial education platform. I teach at James Madison University and have been in banking and finance most of my career.
Every month we tackle a different high-impact decision and personal finance topic. This month is robo-advisors! The idea is to help you create a consistent, repeatable decision process to help you make the best robo-decisions or other important decisions.
Up to this point, you have heard me discuss robo advisors, what they are, how they fit into your broader investment strategy, how they compare with human wealth advisors, and how to make the best decisions among robo alternatives.
I am super excited to talk with Josh Mountain today. Josh is a robo-advisor expert and brings a great perspective and experience to robo-advising. Josh is the Chief Technology Officer at New Rhodes Construction & The Hard Bean Brunch Co. Josh is also a YouTuber and entrepreneur – bringing tech to business and making technology accessible to many. Financial topics like robo-advisors are an important part of Josh’s focus.
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