Jon Stein

speaker

281 appearances 1 recordings 1 series first heard Jul 2026 last heard 2 Jul

Jon Stein’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Talking Wealth · Jon Stein Built Betterment. Here's What He's Building Now · 2 Jul 2026 podcast

We're coming in and saying, I would love to have a human financial advisor.

I'm having a really hard time finding the right fit.

We can expand to those people.

Because these are the people who are like, I spoke to one, I want to share her name, but last week, she has put her financial plan through Claude 23 times.

She has run the numbers.

And she's got all these answers.

And she just wants an advisor to tell her if she's doing it right.

She really needs an advisor, right?

She's got all the technology.

People are going to have the technology, right?

It's books.

It's like they're going to have the answers, but they're still going to want somebody to tell them they're doing it right, relieve them, take that accountability, relieve the anxiety.

And honestly, I think that that market is only going to expand.

I think it's like we're living in this world in the advice space like travel was before there was TripAdvisor and Airbnb.

You used to have to go to the Hilton or the Hyatt or whatever.

You had to go with a big brand because it was the only way to know that you could get a reasonably good experience.

And even within those brand chains, there was a huge variation in the experience that you might get at the Boston Hyatt versus the New York Hyatt.

And you would trust the brand, but you might have totally different outcomes in different spots.

I think that there was a lot of that.

There was a lot of inventory that was just hidden, right?

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