Betterment Review | Walkthrough | Pros + Cons | Is It Worth It?
14.6 هزار بار بازدید -
3 سال پیش
-
In this Betterment review for
In this Betterment review for the year 2021, I cover everything you need to know about the popular Betterment investing platform. I'll give you a complete Betterment walkthrough in this video, covering how to set up a Betterment account, the Betterment portfolios, the Betterment fees, and more. I'll also give you the Betterment pros and cons and tell you what kinds of people Betterment is good for and what kinds of people Betterment probably isn't the best for.
➡️ MY BETTERMENT LINK: https://moneydoneright.com/betterment/
➡️ MY DOSH LINK: https://moneydoneright.com/dosh/
📄 SMART BETA ARTICLE: https://betterment.evyy.net/c/463361/...
📄 TAX LOSS HARVESTING ARTICLE: https://betterment.evyy.net/c/463361/...
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Table of Contents:
0:00 Betterment Review
0:59 What Is Betterment?
1:26 Why Is Betterment Called a Robo-Advisor?
1:50 Betterment App
2:02 Betterment Sign-Up Offer
2:47 Betterment Setup
5:27 Betterment Investing Setup
6:29 Betterment Socially Responsible Investing (SRI) Portfolio
7:49 BettermentETF Expense Ratios
9:20 Betterment Climate Impact Portfolio
9:38 Betterment Broad Impact Portfolio
9:52 Betterment Goal Details
10:50 Other Betterment Investment Options
11:51 Betterment Smart Beta Portfolio by Goldman Sachs
12:30 Betterment BlackRock Target Income Portfolio
12:40 Betterment Flexible Portfolio
13:15 Can You Change Your Betterment Portfolio Strategy Later?
13:40 Betterment Portfolios and Goals Interaction
13:59 Betterment Portfolio Auto-Adjust
14:52 Betterment Projections Tab
15:54 ETFs That Make Up Betterment Portfolios
16:55 Betterment Allocation Over Time
17:13 Exploring Betterment Investing Goals
18:21 Betterment's Holistic Approach
18:59 Depositing Money Into Betterment
19:47 My Betterment Investing Strategy
20:08 Betterment Projected Balance and Compound Growth
20:59 Depositing $100/Month Into Betterment
21:21 Rolling Over 401(k) Into Betterment
21:33 Betterment Desktop Display
21:58 Withdrawing Money From Betterment
22:09 Betterment Referral Program
23:03 Betterment Joint Checking
23:19 Betterment Cash Back Rewards
24:09 Betterment Tax Loss Harvesting
26:39 Syncing External Accounts in Betterment
28:49 Assigning Beneficiaries in Betterment
29:35 Betterment Fees (Digital Plan and Premium Plan)
31:33 Adding Spousal Accounts to Betterment
31:50 Betterment Tax-Coordinated Portfolio
32:44 Betterment Safety Net Goals
32:56 Total Net Worth in Betterment
33:13 Betterment Cash Reserve Account
34:12 Betterment Goals
34:27 Saving for Short-Term Goals in Betterment
34:51 Saving for College in Betterment vs. 529 Plan
36:14 Saving for Retirement With IRAs in Betterment
36:39 Traditional IRA vs. Roth IRA vs. SEP IRA
37:17 Betterment Safety Net Goal
37:28 Betterment Transfer Screen
37:41 Betterment Activity Screen
37:47 Betterment Statements and Tax Documents
37:57 Using Betterment for Tax Planning
38:30 Other Betterment Settings
38:41 Betterment Concierge Service
39:15 Betterment Hourly Calls With CFPs
39:59 Betterment Rewards Center
40:10 Betterment Cell Phone Protection
40:41 Betterment Pros
42:28 Betterment Cons
44:09 Who Betterment Is Good For
45:19 Who Betterment Isn't Good For
#investing #investingapp #betterment
➡️ MY BETTERMENT LINK: https://moneydoneright.com/betterment/
➡️ MY DOSH LINK: https://moneydoneright.com/dosh/
📄 SMART BETA ARTICLE: https://betterment.evyy.net/c/463361/...
📄 TAX LOSS HARVESTING ARTICLE: https://betterment.evyy.net/c/463361/...
📈 OTHER INVESTMENT APP REVIEWS:
- M1 Finance Review: M1 Finance Review | Pros + Cons | My ...
- Robinhood Review: Robinhood Review + COMPLETE Step-By-S...
- Acorns Review: Acorns Review: The Good And The Bad
- Stash Review: Stash Review: My Take as a CPA (Full ...
- Public.com Review: Public.com Review | UP TO $300 FREE S...
- Dough.com Review: Dough.com Review | Investing App Pros...
- Fundrise Review: Fundrise Review: How My Fundrise Inve...
📹 OTHER VIDEOS MENTIONED:
- Investing For Beginners: Investing for Beginners ($100 - $1,00...
- Using Crypto Losses Against Meme Stock Gains: What I'm Doing With My CRYPTO LOSSES ...
- 529 Accounts: 529 Plans EXPLAINED: Tax-Advantaged C...
- Roth IRAs vs. Traditional IRAs: Roth IRA vs. Traditional IRA: Similar...
Table of Contents:
0:00 Betterment Review
0:59 What Is Betterment?
1:26 Why Is Betterment Called a Robo-Advisor?
1:50 Betterment App
2:02 Betterment Sign-Up Offer
2:47 Betterment Setup
5:27 Betterment Investing Setup
6:29 Betterment Socially Responsible Investing (SRI) Portfolio
7:49 BettermentETF Expense Ratios
9:20 Betterment Climate Impact Portfolio
9:38 Betterment Broad Impact Portfolio
9:52 Betterment Goal Details
10:50 Other Betterment Investment Options
11:51 Betterment Smart Beta Portfolio by Goldman Sachs
12:30 Betterment BlackRock Target Income Portfolio
12:40 Betterment Flexible Portfolio
13:15 Can You Change Your Betterment Portfolio Strategy Later?
13:40 Betterment Portfolios and Goals Interaction
13:59 Betterment Portfolio Auto-Adjust
14:52 Betterment Projections Tab
15:54 ETFs That Make Up Betterment Portfolios
16:55 Betterment Allocation Over Time
17:13 Exploring Betterment Investing Goals
18:21 Betterment's Holistic Approach
18:59 Depositing Money Into Betterment
19:47 My Betterment Investing Strategy
20:08 Betterment Projected Balance and Compound Growth
20:59 Depositing $100/Month Into Betterment
21:21 Rolling Over 401(k) Into Betterment
21:33 Betterment Desktop Display
21:58 Withdrawing Money From Betterment
22:09 Betterment Referral Program
23:03 Betterment Joint Checking
23:19 Betterment Cash Back Rewards
24:09 Betterment Tax Loss Harvesting
26:39 Syncing External Accounts in Betterment
28:49 Assigning Beneficiaries in Betterment
29:35 Betterment Fees (Digital Plan and Premium Plan)
31:33 Adding Spousal Accounts to Betterment
31:50 Betterment Tax-Coordinated Portfolio
32:44 Betterment Safety Net Goals
32:56 Total Net Worth in Betterment
33:13 Betterment Cash Reserve Account
34:12 Betterment Goals
34:27 Saving for Short-Term Goals in Betterment
34:51 Saving for College in Betterment vs. 529 Plan
36:14 Saving for Retirement With IRAs in Betterment
36:39 Traditional IRA vs. Roth IRA vs. SEP IRA
37:17 Betterment Safety Net Goal
37:28 Betterment Transfer Screen
37:41 Betterment Activity Screen
37:47 Betterment Statements and Tax Documents
37:57 Using Betterment for Tax Planning
38:30 Other Betterment Settings
38:41 Betterment Concierge Service
39:15 Betterment Hourly Calls With CFPs
39:59 Betterment Rewards Center
40:10 Betterment Cell Phone Protection
40:41 Betterment Pros
42:28 Betterment Cons
44:09 Who Betterment Is Good For
45:19 Who Betterment Isn't Good For
#investing #investingapp #betterment
3 سال پیش
در تاریخ 1400/04/28 منتشر شده
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