Investors can utilize technology to manage money faster, smarter, and easier; but how did we get here? Founder of Benjamin and Managing Partner at Capital Investment Advisors and Wela Strategies, Matt Reiner, CFP® , CFA joins this week’s episode to walk through the history and evolution of investments and technology.
Matt explains the how to’s of diversifying your investment portfolio in the past and paints a day in the life at the New York Stock Exchange. He also shares huge milestones in investment history that have led to simplicity and inclusivity, explains when 401k’s rose in popularity, reveals what he believes the future of investing looks like and its challenges, and unveils details about his new book.
Listen to the full Retire Sooner podcast episode here.
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