Patrick Talks with Jon Stein, CEO of Betterment / Life – Episode 7

February 15, 2018 Patrick Donohoe 00:31:15 0 Comments

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Jon Stein is our special guest for “Life” Episode 7.

Jon is the founder and CEO of a New York City based firm called Betterment. It’s an online financial services company founded in 2008… Yes, Jon founded his company in the middle of the worst economic crisis since the Great Depression. Everybody told him not to do it, he did it anyway.

Why did he choose to forge his own path and not listen to people who “knew better”? Listen now to find out!

Key Takeaway’s:

2:40: Intro to Jon Stein and Betterman

8:50: People don’t trust Financial Advisors

11:50: The future of financial services

15:06: Big Idea’s at Betterment

24:40: Adopting new products

27:55: Make it real

More About This Episode:

https://www.betterment.com

http://fortune.com/40-under-40/2016/jon-stein-27/

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Patrick Donohoe

CEO Paradigm Life

Patrick is the President and CEO and started Paradigm Life in 2007 after learning from his mentor Kim Butler about financial strategies outside of Wall Street.

With a background in economics and marketing, Patrick immediately realized the opportunity to teach investors, business owners, professionals and families on a large scale using modern digital media and communication technology. Since 2007 Paradigm Life has worked with thousands of individuals in all 50 states.

GET THE BLUEPRINT FOR BUILDING WEALTH

(without betting the farm on Wallstreet.)

(42 reviews)

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Run-of-the-mill advice is everywhere. But in order to achieve different results, your strategy has to be different. In this book, you're going to learn about a hundred year old strategy that's tried and proven to give results. Are you ready to shift the way you think about investing?

WHAT THE PROS ARE SAYING...

Once in a great while, a person comes along who can explain financial concepts so clearlu that all of a sudden, what had been a mystery becomes obvious. For many people, Robert Kiyosaki was that person when he wrote Rich Dad Poor Dad. For me, that person was Patrick Donohoe when he first explained what you're about to learn in this book.

Tom Wheelright, CPA
Author of Tax-Free Wealth, of the Rich Dad Advisor Series

"Patrick's book explains why every American is experiencing worry, fear, and uncertainty with thier finances. 'Heads I Win, Tails You Lose' outlines a better way to take back control and live a life you love."

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Entrepreneur, Author

"Storyteller, man of honor, humble seeker of truth - these are the words I think about when Patrick comes to mind. I've been looking forward to this book for quite a while and am pleased to tell you, the reader, it is worth the wait."

Kim Butler

CEO, Partners for Prosperity

"Patrick is someone that I call upon to learn the strategies of the world's richest people. 'Heads I Win, Tails You Lose' provides a creative approach for managing wealth outside of the old and tired methods used by everyone else."

Ryan Moran

Founder of Capitalism.com

AMAZON REVIEWS

Book Nailed it

A should-read for anyone looking to be smart with thier money, and smart enough not to just follow the herd.

Robert K. Cunningham

Very enlightening and actionable!!

If you want a real path to Economic Independance and not a theory this book is for you.

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Wise if I read this years ago.

Great book, made me change my thinking on my investment situation.

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Take back control of your money

The truth about money. You will be surprised with the information. WOW!

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A must read

Outstanding book. Details information most people are not aware of in creating a sound financial programs.

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...a critical financial strategy

I simply couldn't put this book down, I read it cover to cover in 1.5 days! #VeryEngagingRead

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ABOUT THE AUTHOR

Patrick Donohoe is the Founder and CEO of Paradigm Life and PL Wealth Advisors. Patrick and his team teach thousands how to build wealth, create lifetime cash flow, and leave a meaningful legacy.

Patrick was recently honored by Investopedia as one of the Nation's Top 100 Most Financial Advisors. He is a highly sought after presenter and speaker at financial-based events around the country and is the host of The Wealth Standard podcast.

Patrick grew up in West Hartford, Connecticut, and attended the University of Utah, where he received his bachelor's degree in economics. He lives in Salt Lake city with his wife and three children.

WHAT'S INSIDE THE BOOK?

THE CHAPTER LIST:

1. ORIGINS OF THE AMERICAN DREAM
2. THE PERPETUAL WEALTH STRATEGY™
3. QUESTION EVERYTHING
4. BREAK AWAY FROM WALL STREET
5. AVOIDING THE INVESTING AND LENDING TRAP
6. THINK FOR YOURSELF
7. A SOLID FOUNDATION
8. B ELIKE THE WEALTHY
9. MYTHS AND TRUTHS OF INSURANCE
10. SAVE, BORROW, INVEST, AND BUILD WEALTH
11. START, BUILD, AND PROSPER YOUR BUSINESS
12. YOUR FINANCIAL FUTURE
13. MAKE THE SHIFT
14. TAKE BACK CONTROL

Heads I Win, Tails You Lose

by Patrick Donohoe

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